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Middleby

424 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $8.61B → $8.1B (-$514M)

10% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 150

47% less call options, than puts

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

Holders
424
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
$184M
Puts
$348M
Net Calls
Net Calls Change
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
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$17.3K
OPTFSNA
355
Old Point Trust & Financial Services N A
Virginia
$17.3K
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$17.3K
RA
357
Rise Advisors
New York
$16.8K
PP
358
PFS Partners
New Jersey
$16K
PCM
359
Peregrine Capital Management
Minnesota
$15.8K
CT
360
Caldwell Trust
Florida
$15.3K
CIAM
361
Caitong International Asset Management
Hong Kong
$15K
BSB
362
Bangor Savings Bank
Maine
$14.4K
HNB
363
Huntington National Bank
Ohio
$13.4K
CA
364
Clearstead Advisors
Ohio
$13.1K
TC
365
Trust Company
Kansas
$13K
SIS
366
Sound Income Strategies
Florida
$12.5K
TWD
367
True Wealth Design
Ohio
$11.5K
HWM
368
Hemington Wealth Management
Virginia
$10K
SWM
369
Spire Wealth Management
Virginia
$9.36K
C
370
Covestor
United Kingdom
$9K
PGAM
371
Princeton Global Asset Management
New Jersey
$8.64K
TPWA
372
Twin Peaks Wealth Advisors
California
$8.08K
WWM
373
Wolff Wiese Magana
California
$7.63K
MCM
374
MAI Capital Management
Ohio
$7.49K
WT
375
Whittier Trust
California
$7.34K