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Middleby

410 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 170 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $28.3M | Put options by funds: $12.1M

10% more capital invested

Capital invested by funds: $6.96B → $7.63B (+$671M)

10% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 71

1.39% less ownership

Funds ownership: 103.29%101.9% (-1.4%)

3% less funds holding

Funds holding: 424410 (-14)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 170

Holders
410
Holders Change
-14
Holders Change %
-3.3%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
121
Reduced
170
Closed
71
Calls
$28.3M
Puts
$12.1M
Net Calls
+$16.2M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
276
Cerity Partners
New York
$253K +$224K +1,705 New
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$251K
AC
278
Aristides Capital
Kentucky
$249K +$220K +1,676 New
GT
279
Greenleaf Trust
Michigan
$248K -$18.5K -141 -8%
RWM
280
RMG Wealth Management
Wisconsin
$246K
TA
281
TrueWealth Advisors
Alabama
$242K -$22.8K -174 -10%
DS
282
DRW Securities
Illinois
$240K +$212K +1,612 New
CAM
283
Claret Asset Management
Quebec, Canada
$235K -$525 -4 -0.3%
SCM
284
Shelton Capital Management
Colorado
$234K -$46.5K -354 -18%
CG
285
Caprock Group
Idaho
$233K -$640K -4,877 -76%
NGA
286
Naples Global Advisors
Florida
$223K +$197K +1,500 New
ECM
287
Everence Capital Management
Indiana
$220K +$194K +1,480 New
BIAS
288
Beacon Investment Advisory Services
New Jersey
$218K +$192K +1,463 New
UB
289
UMB Bank
Missouri
$212K +$131K +997 +233%
KBC Group
290
KBC Group
Belgium
$202K
ICP
291
Interchange Capital Partners
Pennsylvania
$200K +$177K +1,348 New
Walleye Trading
292
Walleye Trading
New York
$197K +$174K +1,324 New
AF
293
Aviso Financial
Ontario, Canada
$184K -$44.1M -335,839 -100%
A
294
AlphaQuest
New York
$184K +$28.7K +219 +22%
Jones Financial Companies
295
Jones Financial Companies
Missouri
$179K +$12.3K +94 +8%
Nisa Investment Advisors
296
Nisa Investment Advisors
Missouri
$173K -$4.86K -37 -3%
SO
297
STRS Ohio
Ohio
$170K -$8.4K -64 -5%
QCG
298
Quadrant Capital Group
Ohio
$167K -$583K -4,442 -80%
VC
299
Vestor Capital
Illinois
$149K +$50.5K +385 +39%
ECSS
300
Eurizon Capital SGR SpA
$147K +$128K +977 New