MIDD icon

Middleby

415 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 179 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more 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: 106 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
415
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
EWA
326
EverSource Wealth Advisors
Alabama
$39.7K
CT
327
Coastline Trust
Rhode Island
$38.5K
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$36K
AIM
329
Arcadia Investment Management
Michigan
$33.2K
CIAM
330
Caitong International Asset Management
Hong Kong
$32.6K
AF
331
Allworth Financial
California
$32.4K
TFM
332
TFC Financial Management
Massachusetts
$30.7K
IA
333
IFP Advisors
Florida
$30.2K
CYG
334
Clean Yield Group
Vermont
$26.6K
DB
335
Danske Bank
Denmark
$26.6K
DFA
336
DHJJ Financial Advisors
Illinois
$23.5K
BSB
337
Bangor Savings Bank
Maine
$23.4K
BCWM
338
Bartlett & Co Wealth Management
Ohio
$22.2K
PMFA
339
Plante Moran Financial Advisors
Michigan
$21.9K
QL
340
Quarry LP
New York
$21.4K
FHC
341
First Horizon Corporation
Tennessee
$21.1K
Mitsubishi UFJ Asset Management
342
Mitsubishi UFJ Asset Management
Japan
$20.7K
RFP
343
Root Financial Partners
California
$19.4K
NS
344
NBC Securities
Alabama
$18.6K
OBAM
345
ODDO BHF Asset Management
France
$17.9K
PA
346
Parallel Advisors
California
$16.4K
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$16.4K
OPTFSNA
348
Old Point Trust & Financial Services N A
Virginia
$16K
RA
349
Rise Advisors
New York
$15.6K
PP
350
PFS Partners
New Jersey
$14.8K