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Middleby

418 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 180 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $8.1B → $6.96B (-$1.14B)

41% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 180

60% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $14.9M

Holders
418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.96M
Puts
$14.9M
Net Calls
Net Calls Change

Top Sellers

1 -$233M
2 -$100M
3 -$93.3M
4
Select Equity Group
Select Equity Group
New York
-$70.6M
5
Morgan Stanley
Morgan Stanley
New York
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Petrus Trust Company
Texas
$372K
MSRPS
252
Maryland State Retirement & Pension System
Maryland
$371K
GWMR
253
GC Wealth Management RIA
Massachusetts
$370K
MML Investors Services
254
MML Investors Services
Massachusetts
$368K
URS
255
Utah Retirement Systems
Utah
$354K
FFM
256
Forum Financial Management
Illinois
$353K
CC
257
Carlson Capital
Texas
$346K
FCM
258
Fieldview Capital Management
Michigan
$344K
OTL
259
Oak Thistle LLC
New York
$333K
Canada Pension Plan Investment Board
260
Canada Pension Plan Investment Board
Ontario, Canada
$332K
GCP
261
GSA Capital Partners
United Kingdom
$330K
NW
262
NewEdge Wealth
Pennsylvania
$330K
US Bancorp
263
US Bancorp
Minnesota
$328K
IA
264
Integrity Alliance
Iowa
$319K
SLAM
265
Swiss Life Asset Management
$318K
SC
266
Syon Capital
California
$317K
P
267
&Partners
Tennessee
$311K
BHPW
268
Beverly Hills Private Wealth
California
$308K
EI
269
Ethic Inc
New York
$303K
VF
270
Virtu Financial
New York
$302K
VC
271
Veracity Capital
Georgia
$299K
Focus Partners Wealth
272
Focus Partners Wealth
Massachusetts
$288K
II
273
Inspire Investing
Idaho
$287K
BAAM
274
Baker Avenue Asset Management
California
$284K
BBHC
275
Brown Brothers Harriman & Co
New York
$278K