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Middleby

418 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 180 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $8.1B → $6.96B (-$1.14B)

41% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 180

60% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $14.9M

Holders
418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.96M
Puts
$14.9M
Net Calls
Net Calls Change

Top Sellers

1 -$233M
2 -$100M
3 -$93.3M
4
Select Equity Group
Select Equity Group
New York
-$70.6M
5
Morgan Stanley
Morgan Stanley
New York
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
326
Eukles Asset Management
Ohio
$43.7K
TCOT
327
Trust Company of Toledo
Ohio
$43.6K
Nomura Asset Management
328
Nomura Asset Management
Japan
$42.5K
AWM
329
Abound Wealth Management
Tennessee
$41.1K
EWA
330
EverSource Wealth Advisors
Alabama
$39.7K
CT
331
Coastline Trust
Rhode Island
$38.5K
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$36K
AIM
333
Arcadia Investment Management
Michigan
$33.2K
CIAM
334
Caitong International Asset Management
Hong Kong
$32.6K
AF
335
Allworth Financial
California
$32.4K
TFM
336
TFC Financial Management
Massachusetts
$30.7K
IA
337
IFP Advisors
Florida
$30.2K
DB
338
Danske Bank
Denmark
$26.6K
CYG
339
Clean Yield Group
Vermont
$26.6K
DFA
340
DHJJ Financial Advisors
Illinois
$23.5K
BSB
341
Bangor Savings Bank
Maine
$23.4K
BCWM
342
Bartlett & Co Wealth Management
Ohio
$22.2K
PMFA
343
Plante Moran Financial Advisors
Michigan
$21.9K
QL
344
Quarry LP
New York
$21.4K
FHC
345
First Horizon Corporation
Tennessee
$21.1K
Mitsubishi UFJ Asset Management
346
Mitsubishi UFJ Asset Management
Japan
$20.7K
RFP
347
Root Financial Partners
California
$19.4K
NS
348
NBC Securities
Alabama
$18.6K
OBAM
349
ODDO BHF Asset Management
France
$17.9K
PA
350
Parallel Advisors
California
$16.4K