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Middleby
MIDD

Overview Fund Activity

406 hedge funds and large institutions have $8.61B invested in Middleby in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+18
Holders Change %
+4.64%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
72
Increased
135
Reduced
130
Closed
48
Calls
$180M
Puts
$358M
Net Calls
-$178M
Net Calls Change
+$168M

Top Buyers

1
GIM
Garden Investment Management
Connecticut
$401M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$460M
3
Franklin Resources
Franklin Resources
California
$74.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$282M
5
Citadel Advisors
Citadel Advisors
Florida
$63.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$124M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.67M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$477M
5
Select Equity Group
Select Equity Group
New York
$838M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Allworth Financial
California
$10.2K -$7.28K -55 -42%
PGAM
352
Princeton Global Asset Management
New Jersey
$9.12K -$4.41K -29 -33%
WWM
353
Wolff Wiese Magana
California
$8.06K – – –
HWM
354
Hemington Wealth Management
Virginia
$8K +$2.11K +15 +36%
WT
355
Whittier Trust
California
$7.75K – – –
FFWM
356
Future Financial Wealth Management
Ohio
$7.6K – – –
MEG
357
Millstone Evans Group
Colorado
$7.14K +$7.14K +47 New
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$6.54K -$22.5K -148 -77%
CT
359
Clearstead Trust
Maine
$6.23K +$6.23K +41 New
JWA
360
JFS Wealth Advisors
Pennsylvania
$6.08K +$608 +4 +11%
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$5.93K +$2.58K +17 +77%
WT
362
Washington Trust
Rhode Island
$5.78K +$152 +1 +3%
MF
363
Magnetar Financial
Illinois
$5.78K +$5.78K +38 New
SPIA
364
Steward Partners Investment Advisory
New York
$5.62K -$6.08K -40 -52%
AssetMark Inc
365
AssetMark Inc
California
$5.32K -$760 -5 -13%
HWP
366
Highline Wealth Partners
California
$4.86K +$4.86K +32 New
BIA
367
Bell Investment Advisors
California
$4.71K – – –
HNW
368
High Note Wealth
Minnesota
$4.71K – – –
MAM
369
Meeder Asset Management
Ohio
$4.56K -$8.21K -54 -64%
OCM
370
Orion Capital Management
California
$4.56K – – –
HNB
371
Huntington National Bank
Ohio
$3.8K -$304 -2 -7%
RWS
372
Retirement Wealth Solutions
Wisconsin
$3.65K – – –
FFA
373
Farther Finance Advisors
California
$3.51K -$305 -2 -8%
SC
374
SouthState Corp
Florida
$2.74K +$2.74K +18 New
MCM
375
MAI Capital Management
Ohio
$2.58K -$152 -1 -6%
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