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Middleby

415 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
326
Root Financial Partners
California
$34.6K +$15.5K +102 +64%
Los Angeles Capital Management
327
Los Angeles Capital Management
California
$31.4K
CYG
328
Clean Yield Group
Vermont
$26.5K
DFA
329
DHJJ Financial Advisors
Illinois
$23.5K
BSB
330
Bangor Savings Bank
Maine
$23.3K
BCWM
331
Bartlett & Co Wealth Management
Ohio
$23.1K +$152 +1 +0.6%
PFBT
332
Parkside Financial Bank & Trust
Missouri
$22.7K -$6.52K -43 -20%
PMFA
333
Plante Moran Financial Advisors
Michigan
$21.9K
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$20.8K +$22.7K +150 +2,143%
Mitsubishi UFJ Asset Management
335
Mitsubishi UFJ Asset Management
Japan
$20.7K
MO
336
McMillan Office
Michigan
$19.9K
TWD
337
True Wealth Design
Ohio
$19.8K +$303 +2 +1%
OPTFSNA
338
Old Point Trust & Financial Services N A
Virginia
$15.9K
CIAM
339
Caitong International Asset Management
Hong Kong
$14.8K +$17K +112 New
PP
340
PFS Partners
New Jersey
$14.7K
SPIA
341
Steward Partners Investment Advisory
New York
$14.6K +$2.73K +18 +20%
SAM
342
Smartleaf Asset Management
Massachusetts
$14.4K +$2.88K +19 +20%
IAIM
343
International Assets Investment Management
Florida
$14.3K
CT
344
Caldwell Trust
Florida
$14.1K
FHC
345
First Horizon Corporation
Tennessee
$13.8K
BCM
346
Boreal Capital Management
Florida
$13.1K
C
347
Covestor
United Kingdom
$13K -$47.2K -311 -76%
FFA
348
Farther Finance Advisors
California
$12.6K +$1.67K +11 +13%
MG
349
Mather Group
Illinois
$12.3K +$14.1K +93 New
TC
350
Trust Company
Kansas
$11.9K