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Middleby

422 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, 107 increasing their positions, 181 reducing their positions, and 65 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 funds holding

Funds holding:

less ownership

Funds ownership:

14% less capital invested

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

41% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 181

60% less call options, than puts

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

Holders
422
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 -$243M
2 -$105M
3 -$97.5M
4
Select Equity Group
Select Equity Group
New York
-$73.7M
5
Morgan Stanley
Morgan Stanley
New York
-$68.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
351
Old Point Trust & Financial Services N A
Virginia
$16K
RA
352
Rise Advisors
New York
$15.6K
PP
353
PFS Partners
New Jersey
$14.8K
PCM
354
Peregrine Capital Management
Minnesota
$14.6K
CT
355
Caldwell Trust
Florida
$14.1K
Optiver Holding
356
Optiver Holding
Netherlands
$13.3K
BCM
357
Boreal Capital Management
Florida
$13.2K
SAM
358
Smartleaf Asset Management
Massachusetts
$13K
AG
359
AmeriFlex Group
Nevada
$12.8K
MG
360
Mather Group
Illinois
$12.4K
SPIA
361
Steward Partners Investment Advisory
New York
$12.2K
C
362
Covestor
United Kingdom
$12K
HNB
363
Huntington National Bank
Ohio
$12K
TC
364
Trust Company
Kansas
$12K
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$11.7K
LSA
366
Leonteq Securities AG
Switzerland
$11.7K
SIS
367
Sound Income Strategies
Florida
$11.5K
FFA
368
Farther Finance Advisors
California
$11.3K
QC
369
Quent Capital
New York
$10.8K
TWD
370
True Wealth Design
Ohio
$9.97K
SWM
371
Spire Wealth Management
Virginia
$8.64K
PGAM
372
Princeton Global Asset Management
New Jersey
$7.98K
CA
373
Clearstead Advisors
Ohio
$7.31K
WWM
374
Wolff Wiese Magana
California
$7.05K
HWM
375
Hemington Wealth Management
Virginia
$7K