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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
$399M
2
GIM
Garden Investment Management
Connecticut
$472M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$174M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$460M
5
Franklin Resources
Franklin Resources
California
$89.5M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$681M
2
AllianceBernstein
AllianceBernstein
Tennessee
$9.91M
3
Vanguard Group
Vanguard Group
Pennsylvania
$688M
4
Amundi
Amundi
France
$18.8M
5
Victory Capital Management
Victory Capital Management
Texas
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
301
Everence Capital Management
Indiana
$213K – – –
BIAS
302
Beacon Investment Advisory Services
New Jersey
$211K – – –
BCI
303
Brinker Capital Investments
Pennsylvania
$207K -$1.15K -8 -0.6%
VWM
304
Venturi Wealth Management
Texas
$204K +$204K +1,415 New
ASN
305
Advisory Services Network
Georgia
$202K +$202K +1,394 New
CAM
306
Cresset Asset Management
Illinois
$202K +$202K +1,402 New
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$197K +$288 +2 +0.1%
KBC Group
308
KBC Group
Belgium
$196K -$104K -721 -35%
VC
309
Vestor Capital
Illinois
$178K +$130K +2,680 +268%
A
310
AlphaQuest
New York
$158K -$45.2K -314 -22%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$156K +$1.16K +8 +0.7%
GI
312
GAMMA Investing
California
$147K +$16.8K +117 +13%
HNB
313
Hilltop National Bank
Wyoming
$133K +$133K +927 New
PFBT
314
Parkside Financial Bank & Trust
Missouri
$112K +$10.9K +76 +11%
UB
315
UMB Bank
Missouri
$107K +$15K +104 +16%
CA
316
Crewe Advisors
Utah
$102K – – –
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$99K -$25.8K -179 -21%
BC
318
Bayforest Capital
United Kingdom
$93.7K -$178K -1,237 -66%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.8K -$1.13M -7,862 -93%
AGWCA
320
Annis Gardner Whiting Capital Advisors
Florida
$81.2K – – –
CT
321
Coastline Trust
Rhode Island
$80.6K – – –
VCM
322
Versant Capital Management
Arizona
$78.3K +$41.2K +286 +111%
PS
323
Principal Securities
Iowa
$75.9K -$5.62K -39 -7%
BNP Paribas Asset Management
324
BNP Paribas Asset Management
France
$72K +$72K +503 New
QL
325
Quarry LP
New York
$65.8K +$53K +368 +413%
11 12
13
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