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Middleby

415 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 106 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: 106 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
415
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
TA
276
Teton Advisors
New York
$266K
ProShare Advisors
277
ProShare Advisors
Maryland
$264K
SCM
278
Shelton Capital Management
Colorado
$257K
SFA
279
Sequoia Financial Advisors
Ohio
$253K
ECM
280
Evergreen Capital Management
Washington
$247K
CL
281
Choreo LLC
Illinois
$247K
EW
282
Evoke Wealth
California
$244K
GT
283
Greenleaf Trust
Michigan
$241K
TA
284
TrueWealth Advisors
Alabama
$240K
KCP
285
Kera Capital Partners
California
$238K
BP
286
Ballentine Partners
Massachusetts
$234K
BIG
287
Brooklyn Investment Group
New York
$231K
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$224K
FC
289
Farringdon Capital
United Kingdom
$223K
TWC
290
TD Waterhouse Canada
Ontario, Canada
$221K
BAM
291
Burgundy Asset Management
Ontario, Canada
$220K
RWM
292
RMG Wealth Management
Wisconsin
$218K
MFG
293
Merit Financial Group
Georgia
$218K
Hudson Bay Capital Management
294
Hudson Bay Capital Management
Connecticut
$218K
OL
295
Optas LLC
Texas
$213K
CAM
296
Claret Asset Management
Quebec, Canada
$210K
CAM
297
Cresset Asset Management
Illinois
$201K
ASN
298
Advisory Services Network
Georgia
$192K
SO
299
STRS Ohio
Ohio
$160K
Nisa Investment Advisors
300
Nisa Investment Advisors
Missouri
$160K