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Middleby

417 hedge funds and large institutions have $6.36B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 411417 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.09% less ownership

Funds ownership: 101.9%101.81% (-0.09%)

17% less capital invested

Capital invested by funds: $7.63B → $6.36B (-$1.28B)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
69
Increased
148
Reduced
127
Closed
56
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
Larson Financial Group
Missouri
$35.8K +$11.4K +75 +38%
RFP
327
Root Financial Partners
California
$34.6K +$15.5K +102 +64%
Los Angeles Capital Management
328
Los Angeles Capital Management
California
$31.4K
CYG
329
Clean Yield Group
Vermont
$26.5K
DFA
330
DHJJ Financial Advisors
Illinois
$23.5K
BSB
331
Bangor Savings Bank
Maine
$23.3K
BCWM
332
Bartlett & Co Wealth Management
Ohio
$23.1K +$152 +1 +0.6%
PFBT
333
Parkside Financial Bank & Trust
Missouri
$22.7K -$6.52K -43 -20%
PMFA
334
Plante Moran Financial Advisors
Michigan
$21.9K
CSPIA
335
Cary Street Partners Investment Advisory
Virginia
$20.8K +$22.7K +150 +2,143%
Mitsubishi UFJ Asset Management
336
Mitsubishi UFJ Asset Management
Japan
$20.7K
MO
337
McMillan Office
Michigan
$19.9K
TWD
338
True Wealth Design
Ohio
$19.8K +$303 +2 +1%
OPTFSNA
339
Old Point Trust & Financial Services N A
Virginia
$15.9K
CIAM
340
Caitong International Asset Management
Hong Kong
$14.8K +$17K +112 New
PP
341
PFS Partners
New Jersey
$14.7K
SPIA
342
Steward Partners Investment Advisory
New York
$14.6K +$2.73K +18 +20%
SAM
343
Smartleaf Asset Management
Massachusetts
$14.4K +$2.88K +19 +20%
IAIM
344
International Assets Investment Management
Florida
$14.3K
CT
345
Caldwell Trust
Florida
$14.1K
FHC
346
First Horizon Corporation
Tennessee
$13.8K
BCM
347
Boreal Capital Management
Florida
$13.1K
C
348
Covestor
United Kingdom
$13K -$47.2K -311 -76%
FFA
349
Farther Finance Advisors
California
$12.6K +$1.67K +11 +13%
MG
350
Mather Group
Illinois
$12.3K +$14.1K +93 New

MIDD Hedge Fund Activity: Q1 2026 in Review

417 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2026, worth a combined $6.36B — down 17% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MIDD positions and 56 closed out — a net gain of 13 holders — while 148 added to existing stakes and 127 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $97.4M. The largest seller was Select Equity Group, cutting an estimated $232M.

  • 417 institutional investors held Middleby (MIDD) as of Q1 2026, up from 411 in Q4 2025.
  • Funds reported $6.36B of Middleby stock for Q1 2026, down 17% quarter-over-quarter.
  • 69 funds opened new Middleby positions in Q1 2026 and 56 closed out, a net change of +13 holders.
  • The largest Middleby buyer in Q1 2026 was T. Rowe Price Associates, an estimated $97.4M added.
  • The largest Middleby seller in Q1 2026 was Select Equity Group, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2026.