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Middleby

424 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $8.61B → $8.1B (-$514M)

10% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 150

47% less call options, than puts

Call options by funds: $184M | Put options by funds: $348M

Holders
424
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$184M
Puts
$348M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Canal Capital Management
Virginia
$288K
Stifel Financial
277
Stifel Financial
Missouri
$285K
II
278
Inspire Investing
Idaho
$281K
SCM
279
Shelton Capital Management
Colorado
$278K
Commonwealth Equity Services
280
Commonwealth Equity Services
Massachusetts
$274K
NWAG
281
Net Worth Advisory Group
Utah
$263K
BP
282
Ballentine Partners
Massachusetts
$263K
GT
283
Greenleaf Trust
Michigan
$263K
Truist Financial
284
Truist Financial
North Carolina
$256K
FCM
285
Fieldview Capital Management
Michigan
$256K
OL
286
Optas LLC
Texas
$255K
SFA
287
Sequoia Financial Advisors
Ohio
$254K
CPIG
288
Chicago Partners Investment Group
Illinois
$250K
TWC
289
TD Waterhouse Canada
Ontario, Canada
$247K
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$243K
MFG
291
Merit Financial Group
Georgia
$242K
DS
292
DRW Securities
Illinois
$239K
RWM
293
RMG Wealth Management
Wisconsin
$237K
BIG
294
Brooklyn Investment Group
New York
$237K
CL
295
Choreo LLC
Illinois
$235K
SAM
296
Shell Asset Management
Netherlands
$232K
PAS
297
Point72 Asia (Singapore)
Singapore
$231K
CAM
298
Claret Asset Management
Quebec, Canada
$231K
BAM
299
Burgundy Asset Management
Ontario, Canada
$231K
SC
300
Savant Capital
Illinois
$225K