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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
GI
301
GAMMA Investing
California
$141K +$30.5K +232 +32%
VCM
302
Versant Capital Management
Arizona
$140K +$55.7K +424 +82%
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$134K -$23.6K -180 -17%
HNB
304
Hilltop National Bank
Wyoming
$120K -$15.9K -121 -13%
CA
305
Crewe Advisors
Utah
$106K
BC
306
Bayforest Capital
United Kingdom
$99.3K +$32.3K +246 +58%
BNP Paribas Asset Management
307
BNP Paribas Asset Management
France
$95K +$83.8K +638 New
QL
308
Quarry LP
New York
$80.3K +$49.8K +379 +235%
ERSOT
309
Employees Retirement System of Texas
Texas
$76K +$67.5K +514 New
GRP
310
Global Retirement Partners
California
$69.3K +$59.3K +452 +3,229%
C
311
Covestor
United Kingdom
$61K +$42.1K +321 +373%
S
312
SignatureFD
Georgia
$52.5K -$7.88K -60 -15%
EAM
313
Eukles Asset Management
Ohio
$48.9K
TCOT
314
Trust Company of Toledo
Ohio
$48.8K
Nomura Asset Management
315
Nomura Asset Management
Japan
$47.6K
AWM
316
Abound Wealth Management
Tennessee
$45.9K
EWA
317
EverSource Wealth Advisors
Alabama
$45.6K +$1.05K +8 +3%
CT
318
Coastline Trust
Rhode Island
$43.1K
AIM
319
Arcadia Investment Management
Michigan
$37.2K
TFM
320
TFC Financial Management
Massachusetts
$34.3K
PFBT
321
Parkside Financial Bank & Trust
Missouri
$31.8K -$76.1K -580 -73%
AF
322
Allworth Financial
California
$30.2K -$5.38K -41 -17%
TWC
323
TD Waterhouse Canada
Ontario, Canada
$30.1K -$190K -1,444 -88%
CYG
324
Clean Yield Group
Vermont
$29.7K
DB
325
Danske Bank
Denmark
$29.7K