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Middleby

412 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, 125 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.12% less ownership

Funds ownership: 101.9%101.79% (-0.12%)

17% less capital invested

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

Holders
412
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
$6.58M
Puts
$4.12M
Net Calls
Net Calls Change

Top Buyers

1 +$97.4M
2 +$34.2M
3 +$32.5M
4
UBS Group
UBS Group
Switzerland
+$29.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.3M

Top Sellers

1 -$232M
2 -$198M
3 -$75.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$57M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
351
Bayforest Capital
United Kingdom
$8.62K
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$8.09K
PGAM
353
Princeton Global Asset Management
New Jersey
$7.96K
VNT
354
Vanguard National Trust
Pennsylvania
$7.96K
CT
355
Clearstead Trust
Maine
$7.82K
PA
356
Parallel Advisors
California
$7.42K
WWM
357
Wolff Wiese Magana
California
$7.03K
MEG
358
Millstone Evans Group
Colorado
$6.63K
RF
359
Rossby Financial
Florida
$6.24K
SIS
360
Sound Income Strategies
Florida
$5.98K
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$5.83K
PUI
362
Purpose Unlimited Inc
$5.83K
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$5.57K
TPCW
364
TD Private Client Wealth
New York
$5.44K
TSMHT
365
Thurston Springer Miller Herd & Titak
Indiana
$5.43K
FFO
366
Fortitude Family Office
Arizona
$5.04K
EPL
367
Essential Partners LLC
California
$4.64K
ZBNA
368
Zions Bancorporation, National Association
Utah
$4.11K
OCM
369
Orion Capital Management
California
$3.98K
JWA
370
JFS Wealth Advisors
Pennsylvania
$3.58K
IWS
371
Intentional Wealth Strategies
Colorado
$3.58K
CMA
372
Cedar Mountain Advisors
Oregon
$3.58K
EWP
373
Elevation Wealth Partners
California
$3.45K
OCWP
374
Owl Creek Wealth Partners
Colorado
$3.31K
WA
375
Westfuller Advisors
New York
$3.18K