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Middleby

410 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 170 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $28.3M | Put options by funds: $12.1M

10% more capital invested

Capital invested by funds: $6.96B → $7.63B (+$671M)

10% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 71

1.39% less ownership

Funds ownership: 103.29%101.9% (-1.4%)

3% less funds holding

Funds holding: 424410 (-14)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 170

Holders
410
Holders Change
-14
Holders Change %
-3.3%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
121
Reduced
170
Closed
71
Calls
$28.3M
Puts
$12.1M
Net Calls
+$16.2M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
326
Los Angeles Capital Management
California
$29.2K +$31.1K +237 New
LFG
327
Larson Financial Group
Missouri
$29K +$23.8K +181 +1,293%
DFA
328
DHJJ Financial Advisors
Illinois
$26.3K
BSB
329
Bangor Savings Bank
Maine
$26.2K
BCWM
330
Bartlett & Co Wealth Management
Ohio
$24.8K
CA
331
Clearstead Advisors
Ohio
$24.7K +$14.6K +111 +202%
PMFA
332
Plante Moran Financial Advisors
Michigan
$24.5K
TM
333
Torren Management
California
$24.5K +$21.7K +165 New
RFP
334
Root Financial Partners
California
$23.6K +$1.71K +13 +9%
Mitsubishi UFJ Asset Management
335
Mitsubishi UFJ Asset Management
Japan
$23.5K
MO
336
McMillan Office
Michigan
$22.3K +$19.7K +150 New
TWD
337
True Wealth Design
Ohio
$21.9K +$9.45K +72 +96%
EW
338
Elyxium Wealth
California
$20.1K +$17.7K +135 New
OBAM
339
ODDO BHF Asset Management
France
$20.1K
OPTFSNA
340
Old Point Trust & Financial Services N A
Virginia
$17.8K
PP
341
PFS Partners
New Jersey
$16.5K
IAIM
342
International Assets Investment Management
Florida
$16.1K +$14.2K +108 New
CT
343
Caldwell Trust
Florida
$15.8K
FHC
344
First Horizon Corporation
Tennessee
$15.5K -$7.22K -55 -35%
BCM
345
Boreal Capital Management
Florida
$14.7K
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$14.6K -$3.28K -25 -20%
SAM
347
Smartleaf Asset Management
Massachusetts
$14.2K -$394 -3 -3%
SPIA
348
Steward Partners Investment Advisory
New York
$13.7K
TC
349
Trust Company
Kansas
$13.4K
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$12.8K -$263 -2 -2%