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Middleby

425 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 410425 (+15)

10% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 151

1.22% less ownership

Funds ownership: 105.97%104.75% (-1.2%)

6% less capital invested

Capital invested by funds: $8.63B → $8.09B (-$540M)

47% less call options, than puts

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

Holders
425
Holders Change
+15
Holders Change %
+3.66%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
136
Reduced
151
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
301
Inscription Capital
Texas
$220K +$215K +1,529 New
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 -$1.13K -8 -0.6%
VWM
306
Venturi Wealth Management
Texas
$204K +$199K +1,415 New
ASN
307
Advisory Services Network
Georgia
$202K +$196K +1,394 New
Nisa Investment Advisors
308
Nisa Investment Advisors
Missouri
$197K +$282 +2 +0.1%
KBC Group
309
KBC Group
Belgium
$196K -$102K -721 -35%
VC
310
Vestor Capital
Illinois
$178K +$378K +2,680 +268%
A
311
AlphaQuest
New York
$158K -$44.2K -314 -22%
Jones Financial Companies
312
Jones Financial Companies
Missouri
$156K +$1.13K +8 +0.7%
GI
313
GAMMA Investing
California
$147K +$16.5K +117 +13%
HNB
314
Hilltop National Bank
Wyoming
$133K +$131K +927 New
PFBT
315
Parkside Financial Bank & Trust
Missouri
$112K +$10.7K +76 +11%
UB
316
UMB Bank
Missouri
$107K +$14.7K +104 +16%
CA
317
Crewe Advisors
Utah
$102K
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$99K -$25.2K -179 -21%
Osaic Holdings
319
Osaic Holdings
Arizona
$96.1K +$52K +369 +124%
BC
320
Bayforest Capital
United Kingdom
$93.7K -$174K -1,237 -66%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.8K -$1.11M -7,862 -93%
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 +$40.3K +286 +111%
PS
325
Principal Securities
Iowa
$75.9K -$5.5K -39 -7%

MIDD Hedge Fund Activity: Q2 2025 in Review

425 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2025, worth a combined $8.09B — down 6.3% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MIDD positions and 50 closed out — a net gain of 20 holders — while 136 added to existing stakes and 151 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $129M. The largest seller was Select Equity Group, cutting an estimated $111M.

  • 425 institutional investors held Middleby (MIDD) as of Q2 2025, up from 410 in Q1 2025.
  • Funds reported $8.09B of Middleby stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 70 funds opened new Middleby positions in Q2 2025 and 50 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q2 2025 was JP Morgan Chase, an estimated $129M added.
  • The largest Middleby seller in Q2 2025 was Select Equity Group, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2025.