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Middleby

415 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, 127 reducing their positions, and 55 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

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

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

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
351
Leonteq Securities AG
Switzerland
$11.3K +$5K +33 +63%
SWM
352
Spire Wealth Management
Virginia
$8.88K
BC
353
Bayforest Capital
United Kingdom
$8.62K -$91.4K -603 -90%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$8.09K -$5.61K -37 -38%
PGAM
355
Princeton Global Asset Management
New Jersey
$7.96K
VNT
356
Vanguard National Trust
Pennsylvania
$7.96K +$9.1K +60 New
CT
357
Clearstead Trust
Maine
$7.82K
PA
358
Parallel Advisors
California
$7.42K +$1.21K +8 +17%
WWM
359
Wolff Wiese Magana
California
$7.03K
MEG
360
Millstone Evans Group
Colorado
$6.63K
RF
361
Rossby Financial
Florida
$6.24K +$6.82K +45 +2,250%
SIS
362
Sound Income Strategies
Florida
$5.98K
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$5.83K
PUI
364
Purpose Unlimited Inc
$5.83K +$6.67K +44 New
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$5.57K -$4.4K -29 -41%
TPCW
366
TD Private Client Wealth
New York
$5.44K
TSMHT
367
Thurston Springer Miller Herd & Titak
Indiana
$5.43K
FFO
368
Fortitude Family Office
Arizona
$5.04K +$4.09K +27 +245%
EP
369
Essential Partners
California
$4.64K +$1.67K +11 +46%
ZBNA
370
Zions Bancorporation, National Association
Utah
$4.11K +$2.27K +15 +94%
OCM
371
Orion Capital Management
California
$3.98K
JWA
372
JFS Wealth Advisors
Pennsylvania
$3.58K -$1.36K -9 -25%
CMA
373
Cedar Mountain Advisors
Oregon
$3.58K +$4.09K +27 New
IWS
374
Intentional Wealth Strategies
Colorado
$3.58K +$4.09K +27 New
EWP
375
Elevation Wealth Partners
California
$3.45K +$2.88K +19 +271%