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Middleby

413 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 105 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: 105 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
413
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
SAM
351
Smartleaf Asset Management
Massachusetts
$13K
AG
352
AmeriFlex Group
Nevada
$12.8K
MG
353
Mather Group
Illinois
$12.4K
SPIA
354
Steward Partners Investment Advisory
New York
$12.2K
C
355
Covestor
United Kingdom
$12K
HNB
356
Huntington National Bank
Ohio
$12K
TC
357
Trust Company
Kansas
$12K
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$11.7K
SIS
359
Sound Income Strategies
Florida
$11.5K
FFA
360
Farther Finance Advisors
California
$11.3K
QC
361
Quent Capital
New York
$10.8K
TWD
362
True Wealth Design
Ohio
$9.97K
SWM
363
Spire Wealth Management
Virginia
$8.64K
PGAM
364
Princeton Global Asset Management
New Jersey
$7.98K
CA
365
Clearstead Advisors
Ohio
$7.31K
WWM
366
Wolff Wiese Magana
California
$7.05K
HWM
367
Hemington Wealth Management
Virginia
$7K
AGWCA
368
Annis Gardner Whiting Capital Advisors
Florida
$6.78K
FFWM
369
Future Financial Wealth Management
Ohio
$6.65K
MEG
370
Millstone Evans Group
Colorado
$6.65K
RDFA
371
Ritter Daniher Financial Advisory
Ohio
$6.25K
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$5.85K
CT
373
Clearstead Trust
Maine
$5.58K
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$5.58K
HNW
375
High Note Wealth
Minnesota
$5.05K