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Middleby

413 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 105 increasing their positions, 179 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more 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: 105 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
413
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
ProShare Advisors
276
ProShare Advisors
Maryland
$264K
SCM
277
Shelton Capital Management
Colorado
$257K
SFA
278
Sequoia Financial Advisors
Ohio
$253K
ECM
279
Evergreen Capital Management
Washington
$247K
CL
280
Choreo LLC
Illinois
$247K
EW
281
Evoke Wealth
California
$244K
GT
282
Greenleaf Trust
Michigan
$241K
TA
283
TrueWealth Advisors
Alabama
$240K
KCP
284
Kera Capital Partners
California
$238K
BP
285
Ballentine Partners
Massachusetts
$234K
BIG
286
Brooklyn Investment Group
New York
$231K
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$224K
FC
288
Farringdon Capital
United Kingdom
$223K
TWC
289
TD Waterhouse Canada
Ontario, Canada
$221K
BAM
290
Burgundy Asset Management
Ontario, Canada
$220K
RWM
291
RMG Wealth Management
Wisconsin
$218K
MFG
292
Merit Financial Group
Georgia
$218K
Hudson Bay Capital Management
293
Hudson Bay Capital Management
Connecticut
$218K
OL
294
Optas LLC
Texas
$213K
CAM
295
Claret Asset Management
Quebec, Canada
$210K
CAM
296
Cresset Asset Management
Illinois
$201K
ASN
297
Advisory Services Network
Georgia
$192K
SO
298
STRS Ohio
Ohio
$160K
Nisa Investment Advisors
299
Nisa Investment Advisors
Missouri
$160K
Jones Financial Companies
300
Jones Financial Companies
Missouri
$148K