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Middleby

424 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 108 increasing their positions, 181 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% less funds holding

Funds holding: 425424 (-1)

1.46% less ownership

Funds ownership: 104.75%103.29% (-1.5%)

14% less capital invested

Capital invested by funds: $8.09B → $6.96B (-$1.13B)

40% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 181

60% less call options, than puts

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

Holders
424
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
108
Reduced
181
Closed
65
Calls
$5.96M
Puts
$14.9M
Net Calls
-$8.96M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$16.4K +$417 +3 +3%
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 -$8.61K -62 -38%
BCM
358
Boreal Capital Management
Florida
$13.2K +$10.4K +75 +313%
SAM
359
Smartleaf Asset Management
Massachusetts
$13K +$7.22K +52 +116%
AG
360
AmeriFlex Group
Nevada
$12.8K +$13.3K +96 New
MG
361
Mather Group
Illinois
$12.4K +$12.9K +93 New
SPIA
362
Steward Partners Investment Advisory
New York
$12.2K +$7.64K +55 +149%
C
363
Covestor
United Kingdom
$12K +$3.06K +22 +34%
HNB
364
Huntington National Bank
Ohio
$12K -$417 -3 -3%
TC
365
Trust Company
Kansas
$12K
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$11.7K -$4.44K -32 -27%
LSA
367
Leonteq Securities AG
Switzerland
$11.7K +$12.2K +88 New
SIS
368
Sound Income Strategies
Florida
$11.5K
FFA
369
Farther Finance Advisors
California
$11.3K +$8.05K +58 +215%
QC
370
Quent Capital
New York
$10.8K +$11.2K +81 New
TWD
371
True Wealth Design
Ohio
$9.97K -$694 -5 -6%
SWM
372
Spire Wealth Management
Virginia
$8.64K
PGAM
373
Princeton Global Asset Management
New Jersey
$7.98K
CA
374
Clearstead Advisors
Ohio
$7.31K -$5K -36 -40%
WWM
375
Wolff Wiese Magana
California
$7.05K

MIDD Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2025, worth a combined $6.96B — down 14% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 65 closed out — a net gain of 2 holders — while 108 added to existing stakes and 181 trimmed.

The largest buyer was Invesco, adding an estimated $129M. The largest seller was Bank of America, cutting an estimated $243M.

  • 424 institutional investors held Middleby (MIDD) as of Q3 2025, down from 425 in Q2 2025.
  • Funds reported $6.96B of Middleby stock for Q3 2025, down 14% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q3 2025 and 65 closed out, a net change of +2 holders.
  • The largest Middleby buyer in Q3 2025 was Invesco, an estimated $129M added.
  • The largest Middleby seller in Q3 2025 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2025.