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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
IC
301
Inscription Capital
Texas
$220K
NGA
302
Naples Global Advisors
Florida
$216K
ECM
303
Everence Capital Management
Indiana
$213K
BIAS
304
Beacon Investment Advisory Services
New Jersey
$211K
BCI
305
Brinker Capital Investments
Pennsylvania
$207K
VWM
306
Venturi Wealth Management
Texas
$204K
ASN
307
Advisory Services Network
Georgia
$202K
CAM
308
Cresset Asset Management
Illinois
$202K
Nisa Investment Advisors
309
Nisa Investment Advisors
Missouri
$197K
KBC Group
310
KBC Group
Belgium
$196K
VC
311
Vestor Capital
Illinois
$178K
A
312
AlphaQuest
New York
$158K
Jones Financial Companies
313
Jones Financial Companies
Missouri
$156K
GI
314
GAMMA Investing
California
$147K
HNB
315
Hilltop National Bank
Wyoming
$133K
PFBT
316
Parkside Financial Bank & Trust
Missouri
$112K
UB
317
UMB Bank
Missouri
$107K
CA
318
Crewe Advisors
Utah
$102K
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$99K
BC
320
Bayforest Capital
United Kingdom
$93.7K
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.8K
AGWCA
322
Annis Gardner Whiting Capital Advisors
Florida
$81.2K
CT
323
Coastline Trust
Rhode Island
$80.6K
VCM
324
Versant Capital Management
Arizona
$78.3K
PS
325
Principal Securities
Iowa
$75.9K