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Middleby

406 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 120 increasing their positions, 170 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 70

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 170

Holders
406
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
$28.3M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$10.6K
SWM
352
Spire Wealth Management
Virginia
$9.96K
PGAM
353
Princeton Global Asset Management
New Jersey
$8.92K
CT
354
Clearstead Trust
Maine
$8.77K
OP
355
ORG Partners
Indiana
$8.32K
WWM
356
Wolff Wiese Magana
California
$7.88K
LSA
357
Leonteq Securities AG
Switzerland
$7.73K
MEG
358
Millstone Evans Group
Colorado
$7.43K
PA
359
Parallel Advisors
California
$7.14K
AG
360
AmeriFlex Group
Nevada
$7.14K
AGWCA
361
Annis Gardner Whiting Capital Advisors
Florida
$6.84K
SIS
362
Sound Income Strategies
Florida
$6.68K
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$6.54K
TPCW
364
TD Private Client Wealth
New York
$6.09K
TSMHT
365
Thurston Springer Miller Herd & Titak
Indiana
$6.09K
MCM
366
MAI Capital Management
Ohio
$5.95K
JWA
367
JFS Wealth Advisors
Pennsylvania
$5.35K
SA
368
Strategic Advocates
Utah
$4.53K
OCM
369
Orion Capital Management
California
$4.46K
RIL
370
Rothschild Investment LLC
Illinois
$4.46K
WA
371
Westfuller Advisors
New York
$3.57K
SAG
372
SageView Advisory Group
California
$2.97K
BIA
373
Bell Investment Advisors
California
$2.68K
HNB
374
Huntington National Bank
Ohio
$2.38K
MCM
375
Manchester Capital Management
Vermont
$2.38K