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Middleby

410 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 170 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $28.3M | Put options by funds: $12.1M

10% more capital invested

Capital invested by funds: $6.96B → $7.63B (+$671M)

10% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 71

1.39% less ownership

Funds ownership: 103.29%101.9% (-1.4%)

3% less funds holding

Funds holding: 424410 (-14)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 170

Holders
410
Holders Change
-14
Holders Change %
-3.3%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
121
Reduced
170
Closed
71
Calls
$28.3M
Puts
$12.1M
Net Calls
+$16.2M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
226
DF Dent & Co
Maryland
$451K
KP
227
Keel Point
Alabama
$449K -$48K -366 -11%
NW
228
NewEdge Wealth
Pennsylvania
$446K +$43.6K +332 +12%
QCM
229
Qsemble Capital Management
New York
$445K -$150K -1,142 -28%
EWA
230
EP Wealth Advisors
California
$443K +$391K +2,982 New
QC
231
Quadrature Capital
United Kingdom
$442K +$390K +2,971 New
RWB
232
RMR Wealth Builders
New Jersey
$426K
TI
233
Tidal Investments
Wisconsin
$423K -$215K -1,641 -37%
CPIG
234
Chicago Partners Investment Group
Illinois
$420K -$86.8K -661 -19%
SCM
235
Sterling Capital Management
North Carolina
$419K -$39.3K -299 -10%
GAM
236
Gotham Asset Management
New York
$419K -$237K -1,807 -39%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$396K -$5.64M -42,997 -94%
CB
238
Commerce Bank
Missouri
$395K -$53.3K -406 -13%
FFM
239
Forum Financial Management
Illinois
$394K
MFG
240
Merit Financial Group
Georgia
$393K +$132K +1,008 +62%
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$392K -$847K -6,450 -71%
VC
242
Veracity Capital
Georgia
$386K +$46.1K +351 +16%
SC
243
Syon Capital
California
$384K +$26.1K +199 +8%
KCP
244
Kera Capital Partners
California
$381K +$105K +802 +45%
URS
245
Utah Retirement Systems
Utah
$376K -$18.2K -139 -5%
C
246
Certuity
Florida
$371K +$328K +2,495 New
MSRPS
247
Maryland State Retirement & Pension System
Maryland
$370K -$39.4K -300 -11%
IA
248
Integrity Alliance
Iowa
$358K +$919 +7 +0.3%
LCM
249
Logan Capital Management
Pennsylvania
$351K -$328K -2,500 -51%
US Bancorp
250
US Bancorp
Minnesota
$350K -$14.8K -113 -5%