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Middleby

425 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 410425 (+15)

10% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 151

1.22% less ownership

Funds ownership: 105.97%104.75% (-1.2%)

6% less capital invested

Capital invested by funds: $8.63B → $8.09B (-$540M)

47% less call options, than puts

Call options by funds: $184M | Put options by funds: $348M

Holders
425
Holders Change
+15
Holders Change %
+3.66%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
136
Reduced
151
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
351
Thurston Springer Miller Herd & Titak
Indiana
$20.2K
NS
352
NBC Securities
Alabama
$20K
PA
353
Parallel Advisors
California
$19.6K -$5.07K -36 -21%
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$17.3K -$14.9K -106 -47%
OPTFSNA
355
Old Point Trust & Financial Services N A
Virginia
$17.3K
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$17.3K +$282 +2 +2%
RA
357
Rise Advisors
New York
$16.8K
PP
358
PFS Partners
New Jersey
$16K +$3.66K +26 +31%
PCM
359
Peregrine Capital Management
Minnesota
$15.8K
CT
360
Caldwell Trust
Florida
$15.3K
CIAM
361
Caitong International Asset Management
Hong Kong
$15K -$132K -936 -90%
BSB
362
Bangor Savings Bank
Maine
$14.4K
HNB
363
Huntington National Bank
Ohio
$13.4K +$9.58K +68 +272%
CA
364
Clearstead Advisors
Ohio
$13.1K +$12.8K +91 New
TC
365
Trust Company
Kansas
$13K
SIS
366
Sound Income Strategies
Florida
$12.5K
TWD
367
True Wealth Design
Ohio
$11.5K -$1.41K -10 -11%
HWM
368
Hemington Wealth Management
Virginia
$10K +$1.83K +13 +23%
SWM
369
Spire Wealth Management
Virginia
$9.36K -$2.4K -17 -21%
C
370
Covestor
United Kingdom
$9K -$20.4K -145 -69%
PGAM
371
Princeton Global Asset Management
New Jersey
$8.64K
TPWA
372
Twin Peaks Wealth Advisors
California
$8.08K +$8.73K +62 New
WWM
373
Wolff Wiese Magana
California
$7.63K
MCM
374
MAI Capital Management
Ohio
$7.49K +$4.93K +35 +206%
WT
375
Whittier Trust
California
$7.34K

MIDD Hedge Fund Activity: Q2 2025 in Review

425 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2025, worth a combined $8.09B — down 6.3% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MIDD positions and 50 closed out — a net gain of 20 holders — while 136 added to existing stakes and 151 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $129M. The largest seller was Select Equity Group, cutting an estimated $111M.

  • 425 institutional investors held Middleby (MIDD) as of Q2 2025, up from 410 in Q1 2025.
  • Funds reported $8.09B of Middleby stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 70 funds opened new Middleby positions in Q2 2025 and 50 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q2 2025 was JP Morgan Chase, an estimated $129M added.
  • The largest Middleby seller in Q2 2025 was Select Equity Group, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2025.