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Middleby

411 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.13% less ownership

Funds ownership: 101.9%101.77% (-0.13%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
411
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
$6.58M
Puts
$4.12M
Net Calls
Net Calls Change

Top Buyers

1 +$97.4M
2 +$34.2M
3 +$32.5M
4
UBS Group
UBS Group
Switzerland
+$29.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.3M

Top Sellers

1 -$232M
2 -$198M
3 -$75.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$57M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$438K
Royal Bank of Canada
227
Royal Bank of Canada
Ontario, Canada
$429K
SIM
228
Studio Investment Management
Illinois
$423K
EWA
229
EP Wealth Advisors
California
$412K
SLAM
230
Swiss Life Asset Management
$412K
DDC
231
DF Dent & Co
Maryland
$402K
KCP
232
Kera Capital Partners
California
$401K
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$397K
RWB
234
RMR Wealth Builders
New Jersey
$380K
VPIM
235
Vanguard Personalized Indexing Management
California
$375K
Prudential Financial
236
Prudential Financial
New Jersey
$367K
SC
237
Syon Capital
California
$366K
BIG
238
Brooklyn Investment Group
New York
$360K
MML Investors Services
239
MML Investors Services
Massachusetts
$358K
C
240
Certuity
Florida
$350K
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$350K
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$344K
DnB Asset Management
243
DnB Asset Management
Norway
$343K
URS
244
Utah Retirement Systems
Utah
$335K
MSRPS
245
Maryland State Retirement & Pension System
Maryland
$330K
MIM
246
Morningstar Investment Management
Illinois
$329K
EF
247
Empowered Funds
Pennsylvania
$327K
IA
248
Integrity Alliance
Iowa
$319K
Teacher Retirement System of Texas
249
Teacher Retirement System of Texas
Texas
$307K
US Bancorp
250
US Bancorp
Minnesota
$306K