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Middleby

415 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 179 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $8.1B → $6.96B (-$1.14B)

41% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.96M
Puts
$14.9M
Net Calls
Net Calls Change

Top Sellers

1 -$233M
2 -$100M
3 -$93.3M
4
Select Equity Group
Select Equity Group
New York
-$70.6M
5
Morgan Stanley
Morgan Stanley
New York
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
351
Peregrine Capital Management
Minnesota
$14.6K
CT
352
Caldwell Trust
Florida
$14.1K
Optiver Holding
353
Optiver Holding
Netherlands
$13.3K
SAM
354
Smartleaf Asset Management
Massachusetts
$13K
AG
355
AmeriFlex Group
Nevada
$12.8K
MG
356
Mather Group
Illinois
$12.4K
SPIA
357
Steward Partners Investment Advisory
New York
$12.2K
C
358
Covestor
United Kingdom
$12K
HNB
359
Huntington National Bank
Ohio
$12K
TC
360
Trust Company
Kansas
$12K
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$11.7K
SIS
362
Sound Income Strategies
Florida
$11.5K
FFA
363
Farther Finance Advisors
California
$11.3K
QC
364
Quent Capital
New York
$10.8K
TWD
365
True Wealth Design
Ohio
$9.97K
SWM
366
Spire Wealth Management
Virginia
$8.64K
PGAM
367
Princeton Global Asset Management
New Jersey
$7.98K
CA
368
Clearstead Advisors
Ohio
$7.31K
WWM
369
Wolff Wiese Magana
California
$7.05K
HWM
370
Hemington Wealth Management
Virginia
$7K
AGWCA
371
Annis Gardner Whiting Capital Advisors
Florida
$6.78K
FFWM
372
Future Financial Wealth Management
Ohio
$6.65K
MEG
373
Millstone Evans Group
Colorado
$6.65K
RDFA
374
Ritter Daniher Financial Advisory
Ohio
$6.25K
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$5.85K