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Middleby

418 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 180 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less 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: 107 | Existing positions reduced: 180

60% less call options, than puts

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

Holders
418
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
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$16.4K
OPTFSNA
352
Old Point Trust & Financial Services N A
Virginia
$16K
RA
353
Rise Advisors
New York
$15.6K
PP
354
PFS Partners
New Jersey
$14.8K
PCM
355
Peregrine Capital Management
Minnesota
$14.6K
CT
356
Caldwell Trust
Florida
$14.1K
Optiver Holding
357
Optiver Holding
Netherlands
$13.3K
SAM
358
Smartleaf Asset Management
Massachusetts
$13K
AG
359
AmeriFlex Group
Nevada
$12.8K
MG
360
Mather Group
Illinois
$12.4K
SPIA
361
Steward Partners Investment Advisory
New York
$12.2K
C
362
Covestor
United Kingdom
$12K
HNB
363
Huntington National Bank
Ohio
$12K
TC
364
Trust Company
Kansas
$12K
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$11.7K
SIS
366
Sound Income Strategies
Florida
$11.5K
FFA
367
Farther Finance Advisors
California
$11.3K
QC
368
Quent Capital
New York
$10.8K
TWD
369
True Wealth Design
Ohio
$9.97K
SWM
370
Spire Wealth Management
Virginia
$8.64K
PGAM
371
Princeton Global Asset Management
New Jersey
$7.98K
CA
372
Clearstead Advisors
Ohio
$7.31K
WWM
373
Wolff Wiese Magana
California
$7.05K
HWM
374
Hemington Wealth Management
Virginia
$7K
AGWCA
375
Annis Gardner Whiting Capital Advisors
Florida
$6.78K