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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
SLAM
251
Swiss Life Asset Management
$347K -$7.35K -56 -2%
Stifel Financial
252
Stifel Financial
Missouri
$343K +$303K +2,305 New
BIG
253
Brooklyn Investment Group
New York
$342K +$86.9K +662 +42%
AAP
254
Arax Advisory Partners
Colorado
$325K -$368K -2,800 -56%
SFA
255
Sequoia Financial Advisors
Ohio
$312K +$26.1K +199 +10%
VPIM
256
Vanguard Personalized Indexing Management
California
$310K -$97.4K -742 -26%
Credit Agricole
257
Credit Agricole
France
$303K -$223K -1,700 -45%
William Blair & Company
258
William Blair & Company
Illinois
$302K +$2.23K +17 +0.8%
MPIA
259
Mountain Pacific Investment Advisers
Idaho
$298K
CCM
260
Canal Capital Management
Virginia
$297K
M&T Bank
261
M&T Bank
New York
$291K +$257K +1,955 New
BFM
262
Boothbay Fund Management
New York
$289K -$218K -1,663 -46%
EW
263
Evoke Wealth
California
$288K +$14K +107 +6%
OL
264
Optas LLC
Texas
$286K +$41.4K +315 +20%
CL
265
Choreo LLC
Illinois
$285K +$3.81K +29 +2%
IC
266
Inscription Capital
Texas
$278K -$238K -1,812 -49%
ProShare Advisors
267
ProShare Advisors
Maryland
$276K -$16.3K -124 -6%
B
268
Bailard
California
$268K +$236K +1,800 New
NDSIB
269
North Dakota State Investment Board
North Dakota
$265K +$234K +1,785 New
BAAM
270
Baker Avenue Asset Management
California
$263K -$48.4K -369 -17%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$260K +$161K +1,230 +238%
CAG
272
Crestwood Advisors Group
Massachusetts
$258K +$228K +1,734 New
KAS
273
Kestra Advisory Services
Texas
$257K +$227K +1,728 New
BP
274
Ballentine Partners
Massachusetts
$254K -$6.3K -48 -3%
TRCT
275
Tower Research Capital (TRC)
New York
$254K -$167K -1,270 -43%