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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 %
S
326
SignatureFD
Georgia
$60.2K +$11.5K +80 +24%
EAM
327
Eukles Asset Management
Ohio
$53.6K – – –
TCOT
328
Trust Company of Toledo
Ohio
$47.2K +$47.2K +328 New
EWA
329
EverSource Wealth Advisors
Alabama
$47.1K +$34.7K +241 +280%
Nomura Asset Management
330
Nomura Asset Management
Japan
$46.1K – – –
AWM
331
Abound Wealth Management
Tennessee
$44.5K +$27.2K +189 +158%
AAP
332
Arax Advisory Partners
Colorado
$38.2K +$2.88K +20 +8%
Osaic Holdings
333
Osaic Holdings
Arizona
$37.9K -$4.08K -29 -10%
AI
334
AdvisorShares Investments
Maryland
$37.3K +$37.3K +259 New
AIM
335
Arcadia Investment Management
Michigan
$36K – – –
FHA
336
First Horizon Advisors
Tennessee
$35.1K -$7.78K -54 -18%
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$34K -$292 -2 -0.9%
ACM
338
Aster Capital Management
United Arab Emirates
$31.2K +$31.2K +217 New
MIFH
339
Migdal Insurance & Financial Holdings
Israel
$30K +$30K +206 New
AF
340
Allworth Financial
California
$29.8K +$18.7K +130 +169%
CYG
341
Clean Yield Group
Vermont
$28.8K – – –
BCWM
342
Bartlett & Co Wealth Management
Ohio
$27.5K +$3.46K +24 +14%
DFA
343
DHJJ Financial Advisors
Illinois
$25.5K – – –
PMFA
344
Plante Moran Financial Advisors
Michigan
$23.8K – – –
Optiver Holding
345
Optiver Holding
Netherlands
$23.3K +$1.3K +9 +6%
GWM
346
Geneos Wealth Management
Colorado
$23.2K +$720 +5 +3%
Mitsubishi UFJ Asset Management
347
Mitsubishi UFJ Asset Management
Japan
$22.5K – – –
IA
348
IFP Advisors
Florida
$21.2K -$152 -1 Closed
TSMHT
349
Thurston Springer Miller Herd & Titak
Indiana
$20.2K – – –
NS
350
NBC Securities
Alabama
$20K – – –
12 13
14
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