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Middleby

424 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 136 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 149

6% less capital invested

Capital invested by funds: $8.61B → $8.1B (-$514M)

47% less call options, than puts

Call options by funds: $184M | Put options by funds: $348M

Holders
424
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
$184M
Puts
$348M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
326
Principal Securities
Iowa
$75.9K
BNP Paribas Asset Management
327
BNP Paribas Asset Management
France
$72K
QL
328
Quarry LP
New York
$65.8K
S
329
SignatureFD
Georgia
$60.2K
EAM
330
Eukles Asset Management
Ohio
$53.6K
TCOT
331
Trust Company of Toledo
Ohio
$47.2K
EWA
332
EverSource Wealth Advisors
Alabama
$47.1K
Nomura Asset Management
333
Nomura Asset Management
Japan
$46.1K
AWM
334
Abound Wealth Management
Tennessee
$44.5K
AAP
335
Arax Advisory Partners
Colorado
$38.2K
AI
336
AdvisorShares Investments
Maryland
$37.3K
AIM
337
Arcadia Investment Management
Michigan
$36K
FHA
338
First Horizon Advisors
Tennessee
$35.1K
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$34K
ACM
340
Aster Capital Management
United Arab Emirates
$31.2K
MIFH
341
Migdal Insurance & Financial Holdings
Israel
$30K
AF
342
Allworth Financial
California
$29.8K
CYG
343
Clean Yield Group
Vermont
$28.8K
BCWM
344
Bartlett & Co Wealth Management
Ohio
$27.5K
DFA
345
DHJJ Financial Advisors
Illinois
$25.5K
PMFA
346
Plante Moran Financial Advisors
Michigan
$23.8K
Optiver Holding
347
Optiver Holding
Netherlands
$23.3K
GWM
348
Geneos Wealth Management
Colorado
$23.2K
Mitsubishi UFJ Asset Management
349
Mitsubishi UFJ Asset Management
Japan
$22.5K
IA
350
IFP Advisors
Florida
$21.2K