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Middleby

411 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.13% less ownership

Funds ownership: 101.9%101.77% (-0.13%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
411
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
$6.58M
Puts
$4.12M
Net Calls
Net Calls Change

Top Buyers

1 +$97.4M
2 +$34.2M
3 +$32.5M
4
UBS Group
UBS Group
Switzerland
+$29.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.3M

Top Sellers

1 -$232M
2 -$198M
3 -$75.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$57M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
326
DHJJ Financial Advisors
Illinois
$23.5K
BSB
327
Bangor Savings Bank
Maine
$23.3K
BCWM
328
Bartlett & Co Wealth Management
Ohio
$23.1K
PFBT
329
Parkside Financial Bank & Trust
Missouri
$22.7K
PMFA
330
Plante Moran Financial Advisors
Michigan
$21.9K
CSPIA
331
Cary Street Partners Investment Advisory
Virginia
$20.8K
Mitsubishi UFJ Asset Management
332
Mitsubishi UFJ Asset Management
Japan
$20.7K
MO
333
McMillan Office
Michigan
$19.9K
TWD
334
True Wealth Design
Ohio
$19.8K
OPTFSNA
335
Old Point Trust & Financial Services N A
Virginia
$15.9K
CIAM
336
Caitong International Asset Management
Hong Kong
$14.8K
PP
337
PFS Partners
New Jersey
$14.7K
SPIA
338
Steward Partners Investment Advisory
New York
$14.6K
SAM
339
Smartleaf Asset Management
Massachusetts
$14.4K
IAIM
340
International Assets Investment Management
Florida
$14.3K
CT
341
Caldwell Trust
Florida
$14.1K
FHC
342
First Horizon Corporation
Tennessee
$13.8K
BCM
343
Boreal Capital Management
Florida
$13.1K
C
344
Covestor
United Kingdom
$13K
FFA
345
Farther Finance Advisors
California
$12.6K
MG
346
Mather Group
Illinois
$12.3K
TC
347
Trust Company
Kansas
$11.9K
LSA
348
Leonteq Securities AG
Switzerland
$11.3K
SWM
349
Spire Wealth Management
Virginia
$8.88K
BC
350
Bayforest Capital
United Kingdom
$8.62K