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Middleby

410 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 170 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $28.3M | Put options by funds: $12.1M

10% more capital invested

Capital invested by funds: $6.96B → $7.63B (+$671M)

10% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 71

1.39% less ownership

Funds ownership: 103.29%101.9% (-1.4%)

3% less funds holding

Funds holding: 424410 (-14)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 170

Holders
410
Holders Change
-14
Holders Change %
-3.3%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
121
Reduced
170
Closed
71
Calls
$28.3M
Puts
$12.1M
Net Calls
+$16.2M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
351
Farther Finance Advisors
California
$12.5K -$131 -1 -1%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$10.6K +$3.81K +29 +69%
SWM
353
Spire Wealth Management
Virginia
$9.96K +$263 +2 +3%
PGAM
354
Princeton Global Asset Management
New Jersey
$8.92K
CT
355
Clearstead Trust
Maine
$8.77K +$2.23K +17 +40%
OP
356
ORG Partners
Indiana
$8.32K +$7.35K +56 New
WWM
357
Wolff Wiese Magana
California
$7.88K
LSA
358
Leonteq Securities AG
Switzerland
$7.73K -$4.73K -36 -41%
MEG
359
Millstone Evans Group
Colorado
$7.43K
PA
360
Parallel Advisors
California
$7.14K -$9.85K -75 -61%
AG
361
AmeriFlex Group
Nevada
$7.14K -$6.3K -48 -50%
AGWCA
362
Annis Gardner Whiting Capital Advisors
Florida
$6.84K -$656 -5 -10%
SIS
363
Sound Income Strategies
Florida
$6.68K -$5.51K -42 -48%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$6.54K
TPCW
365
TD Private Client Wealth
New York
$6.09K -$774K -5,895 -99%
TSMHT
366
Thurston Springer Miller Herd & Titak
Indiana
$6.09K +$5.38K +41 New
MCM
367
MAI Capital Management
Ohio
$5.95K +$2.1K +16 +67%
JWA
368
JFS Wealth Advisors
Pennsylvania
$5.35K +$1.18K +9 +33%
SA
369
Strategic Advocates
Utah
$4.53K
OCM
370
Orion Capital Management
California
$4.46K
RIL
371
Rothschild Investment LLC
Illinois
$4.46K +$2.23K +17 +131%
WA
372
Westfuller Advisors
New York
$3.57K
EP
373
Essential Partners
California
$3.57K +$1.71K +13 +118%
SAG
374
SageView Advisory Group
California
$2.97K +$2.63K +20 New
BW
375
Bravera Wealth
North Dakota
$2.97K +$2.63K +20 New