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Middleby

407 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 120 increasing their positions, 170 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 70

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 170

Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.3M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
226
DF Dent & Co
Maryland
$451K
KP
227
Keel Point
Alabama
$449K
NW
228
NewEdge Wealth
Pennsylvania
$446K
QCM
229
Qsemble Capital Management
New York
$445K
EWA
230
EP Wealth Advisors
California
$443K
QC
231
Quadrature Capital
United Kingdom
$442K
RWB
232
RMR Wealth Builders
New Jersey
$426K
TI
233
Tidal Investments
Wisconsin
$423K
CPIG
234
Chicago Partners Investment Group
Illinois
$420K
SCM
235
Sterling Capital Management
North Carolina
$419K
GAM
236
Gotham Asset Management
New York
$419K
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$396K
CB
238
Commerce Bank
Missouri
$395K
FFM
239
Forum Financial Management
Illinois
$394K
MFG
240
Merit Financial Group
Georgia
$393K
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$392K
VC
242
Veracity Capital
Georgia
$386K
SC
243
Syon Capital
California
$384K
KCP
244
Kera Capital Partners
California
$381K
URS
245
Utah Retirement Systems
Utah
$376K
C
246
Certuity
Florida
$371K
MSRPS
247
Maryland State Retirement & Pension System
Maryland
$370K
IA
248
Integrity Alliance
Iowa
$358K
LCM
249
Logan Capital Management
Pennsylvania
$351K
US Bancorp
250
US Bancorp
Minnesota
$350K