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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
SRC
276
Stone Run Capital
New York
$277K
William Blair & Company
277
William Blair & Company
Illinois
$267K
MPIA
278
Mountain Pacific Investment Advisers
Idaho
$267K
TA
279
Teton Advisors
New York
$266K
CCM
280
Canal Capital Management
Virginia
$266K
ProShare Advisors
281
ProShare Advisors
Maryland
$264K
SCM
282
Shelton Capital Management
Colorado
$257K
SFA
283
Sequoia Financial Advisors
Ohio
$253K
ECM
284
Evergreen Capital Management
Washington
$247K
CL
285
Choreo LLC
Illinois
$247K
EW
286
Evoke Wealth
California
$244K
GT
287
Greenleaf Trust
Michigan
$241K
TA
288
TrueWealth Advisors
Alabama
$240K
KCP
289
Kera Capital Partners
California
$238K
BP
290
Ballentine Partners
Massachusetts
$234K
BIG
291
Brooklyn Investment Group
New York
$231K
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$224K
FC
293
Farringdon Capital
United Kingdom
$223K
TWC
294
TD Waterhouse Canada
Ontario, Canada
$221K
BAM
295
Burgundy Asset Management
Ontario, Canada
$220K
RWM
296
RMG Wealth Management
Wisconsin
$218K
MFG
297
Merit Financial Group
Georgia
$218K
Hudson Bay Capital Management
298
Hudson Bay Capital Management
Connecticut
$218K
OL
299
Optas LLC
Texas
$213K
CAM
300
Claret Asset Management
Quebec, Canada
$210K