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Middleby
MIDD

Overview Fund Activity

421 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 135 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+15
Holders Change %
+3.69%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
71
Increased
135
Reduced
149
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$399M
2
GIM
2
Garden Investment Management
Connecticut
$472M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$174M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$460M
5
Franklin Resources
5
Franklin Resources
California
$89.5M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$681M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$9.91M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$688M
4
Amundi
4
Amundi
France
$18.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
Parallel Advisors
California
$19.6K -$5.18K -36 -21%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$17.3K -$15.3K -106 -47%
OPTFSNA
353
Old Point Trust & Financial Services N A
Virginia
$17.3K – – –
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$17.3K +$288 +2 +2%
RA
355
Rise Advisors
New York
$16.8K – – –
PP
356
PFS Partners
New Jersey
$16K +$3.74K +26 +31%
PCM
357
Peregrine Capital Management
Minnesota
$15.8K – – –
CIAM
358
Caitong International Asset Management
Hong Kong
$15K -$135K -936 -90%
BSB
359
Bangor Savings Bank
Maine
$14.4K – – –
HNB
360
Huntington National Bank
Ohio
$13.4K +$9.79K +68 +272%
CA
361
Clearstead Advisors
Ohio
$13.1K +$13.1K +91 New
TC
362
Trust Company
Kansas
$13K – – –
SIS
363
Sound Income Strategies
Florida
$12.5K – – –
TWD
364
True Wealth Design
Ohio
$11.5K -$1.44K -10 -11%
HWM
365
Hemington Wealth Management
Virginia
$10K +$1.86K +13 +23%
SWM
366
Spire Wealth Management
Virginia
$9.36K -$2.45K -17 -21%
C
367
Covestor
United Kingdom
$9K -$20.4K -145 -69%
PGAM
368
Princeton Global Asset Management
New Jersey
$8.64K – – –
TPWA
369
Twin Peaks Wealth Advisors
California
$8.08K +$8.08K +62 New
WWM
370
Wolff Wiese Magana
California
$7.63K – – –
MCM
371
MAI Capital Management
Ohio
$7.49K +$5.04K +35 +206%
WT
372
Whittier Trust
California
$7.34K – – –
FFWM
373
Future Financial Wealth Management
Ohio
$7.2K – – –
CT
374
Clearstead Trust
Maine
$6.91K +$1.01K +7 +17%
SAM
375
Smartleaf Asset Management
Massachusetts
$6.52K -$8.41K -58 -56%
13 14
15
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