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Middleby
MIDD

Overview Fund Activity

421 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 135 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+15
Holders Change %
+3.69%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
71
Increased
135
Reduced
149
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$132M
2
GIM
Garden Investment Management
Connecticut
+$92.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$27.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$23.7M
5
Franklin Resources
Franklin Resources
California
+$19M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$113M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$64.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$63.7M
4
Amundi
Amundi
France
-$56M
5
Victory Capital Management
Victory Capital Management
Texas
-$45.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
276
Inspire Investing
Idaho
$281K +$281K +1,949 New
SCM
277
Shelton Capital Management
Colorado
$278K – – –
Commonwealth Equity Services
278
Commonwealth Equity Services
Massachusetts
$274K +$14.4K +100 +6%
NWAG
279
Net Worth Advisory Group
Utah
$263K +$13.1K +91 +5%
BP
280
Ballentine Partners
Massachusetts
$263K +$37.6K +261 +17%
GT
281
Greenleaf Trust
Michigan
$263K -$19.2K -133 -7%
Truist Financial
282
Truist Financial
North Carolina
$256K +$256K +1,777 New
FCM
283
Fieldview Capital Management
Michigan
$256K -$14.7K -102 -5%
OL
284
Optas LLC
Texas
$255K +$255K +1,768 New
SFA
285
Sequoia Financial Advisors
Ohio
$254K +$254K +1,762 New
CPIG
286
Chicago Partners Investment Group
Illinois
$250K +$250K +1,672 New
TWC
287
TD Waterhouse Canada
Ontario, Canada
$247K +$5.74K +39 +2%
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$243K – – –
MFG
289
Merit Financial Group
Georgia
$242K +$242K +1,679 New
DS
290
DRW Securities
Illinois
$239K +$239K +1,663 New
RWM
291
RMG Wealth Management
Wisconsin
$237K +$237K +1,618 New
BIG
292
Brooklyn Investment Group
New York
$237K +$102K +707 +75%
CL
293
Choreo LLC
Illinois
$235K +$235K +1,633 New
SAM
294
Shell Asset Management
Netherlands
$232K -$43.8K -304 -16%
PAS
295
Point72 Asia (Singapore)
Singapore
$231K +$231K +1,604 New
CAM
296
Claret Asset Management
Quebec, Canada
$231K +$5.61K +39 +2%
BAM
297
Burgundy Asset Management
Ontario, Canada
$231K – – –
SC
298
Savant Capital
Illinois
$225K +$225K +1,561 New
IC
299
Inscription Capital
Texas
$220K +$220K +1,529 New
NGA
300
Naples Global Advisors
Florida
$216K – – –
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