MIDD icon

Middleby

406 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 120 increasing their positions, 170 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 70

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 170

Holders
406
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.3M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
Larson Financial Group
Missouri
$29K
DFA
327
DHJJ Financial Advisors
Illinois
$26.3K
BSB
328
Bangor Savings Bank
Maine
$26.2K
BCWM
329
Bartlett & Co Wealth Management
Ohio
$24.8K
CA
330
Clearstead Advisors
Ohio
$24.7K
PMFA
331
Plante Moran Financial Advisors
Michigan
$24.5K
TM
332
Torren Management
California
$24.5K
RFP
333
Root Financial Partners
California
$23.6K
Mitsubishi UFJ Asset Management
334
Mitsubishi UFJ Asset Management
Japan
$23.5K
MO
335
McMillan Office
Michigan
$22.3K
TWD
336
True Wealth Design
Ohio
$21.9K
EW
337
Elyxium Wealth
California
$20.1K
OBAM
338
ODDO BHF Asset Management
France
$20.1K
OPTFSNA
339
Old Point Trust & Financial Services N A
Virginia
$17.8K
PP
340
PFS Partners
New Jersey
$16.5K
IAIM
341
International Assets Investment Management
Florida
$16.1K
CT
342
Caldwell Trust
Florida
$15.8K
FHC
343
First Horizon Corporation
Tennessee
$15.5K
BCM
344
Boreal Capital Management
Florida
$14.7K
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$14.6K
SAM
346
Smartleaf Asset Management
Massachusetts
$14.2K
SPIA
347
Steward Partners Investment Advisory
New York
$13.7K
TC
348
Trust Company
Kansas
$13.4K
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$12.8K
FFA
350
Farther Finance Advisors
California
$12.5K