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Middleby

415 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, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

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

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
Integrity Alliance
Iowa
$319K
Teacher Retirement System of Texas
252
Teacher Retirement System of Texas
Texas
$307K -$609K -4,015 -63%
US Bancorp
253
US Bancorp
Minnesota
$306K -$7.13K -47 -2%
PCM
254
Prelude Capital Management
New York
$297K +$340K +2,243 New
BAAM
255
Baker Avenue Asset Management
California
$288K +$61.3K +404 +23%
CAG
256
Crestwood Advisors Group
Massachusetts
$286K +$64.4K +425 +25%
VA
257
Vident Advisory
Georgia
$285K -$715K -4,719 -69%
Calamos Advisors
258
Calamos Advisors
Illinois
$283K +$324K +2,135 New
CWM
259
Calamos Wealth Management
Illinois
$283K +$324K +2,135 New
AAP
260
Arax Advisory Partners
Colorado
$279K -$11.7K -77 -4%
TRCT
261
Tower Research Capital (TRC)
New York
$276K +$56.9K +375 +22%
BHPW
262
Beverly Hills Private Wealth
California
$275K +$314K +2,073 New
EW
263
Evoke Wealth
California
$271K +$16.4K +108 +6%
Credit Agricole
264
Credit Agricole
France
$270K
CCM
265
Canal Capital Management
Virginia
$265K
FCM
266
Fieldview Capital Management
Michigan
$262K -$588K -3,881 -66%
AWA
267
ARQ Wealth Advisors
Arizona
$261K +$299K +1,970 New
OL
268
Optas LLC
Texas
$259K +$5.46K +36 +2%
CL
269
Choreo LLC
Illinois
$257K +$8.19K +54 +3%
QT
270
Quantbot Technologies
New York
$255K +$292K +1,925 New
HWM
271
HB Wealth Management
Georgia
$255K +$291K +1,920 New
RWM
272
RMG Wealth Management
Wisconsin
$253K
ProShare Advisors
273
ProShare Advisors
Maryland
$246K
William Blair & Company
274
William Blair & Company
Illinois
$245K -$27.9K -184 -9%
IC
275
Inscription Capital
Texas
$244K -$4.09K -27 -1%