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Middleby

417 hedge funds and large institutions have $6.36B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 411417 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.09% less ownership

Funds ownership: 101.9%101.81% (-0.09%)

17% less capital invested

Capital invested by funds: $7.63B → $6.36B (-$1.28B)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
69
Increased
148
Reduced
127
Closed
56
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
351
Trust Company
Kansas
$11.9K
LSA
352
Leonteq Securities AG
Switzerland
$11.3K +$5K +33 +63%
SWM
353
Spire Wealth Management
Virginia
$8.88K
BC
354
Bayforest Capital
United Kingdom
$8.62K -$91.4K -603 -90%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$8.09K -$5.61K -37 -38%
PGAM
356
Princeton Global Asset Management
New Jersey
$7.96K
Vanguard National Trust
357
Vanguard National Trust
Pennsylvania
$7.96K +$9.1K +60 New
CT
358
Clearstead Trust
Maine
$7.82K
PA
359
Parallel Advisors
California
$7.42K +$1.21K +8 +17%
WWM
360
Wolff Wiese Magana
California
$7.03K
MEG
361
Millstone Evans Group
Colorado
$6.63K
RF
362
Rossby Financial
Florida
$6.24K +$6.82K +45 +2,250%
SIS
363
Sound Income Strategies
Florida
$5.98K
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$5.83K
PUI
365
Purpose Unlimited Inc
$5.83K +$6.67K +44 New
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$5.57K -$4.4K -29 -41%
TPCW
367
TD Private Client Wealth
New York
$5.44K
TSMHT
368
Thurston Springer Miller Herd & Titak
Indiana
$5.43K
FFO
369
Fortitude Family Office
Arizona
$5.04K +$4.09K +27 +245%
EP
370
Essential Partners
California
$4.64K +$1.67K +11 +46%
ZBNA
371
Zions Bancorporation, National Association
Utah
$4.11K +$2.27K +15 +94%
OCM
372
Orion Capital Management
California
$3.98K
JWA
373
JFS Wealth Advisors
Pennsylvania
$3.58K -$1.36K -9 -25%
CMA
374
Cedar Mountain Advisors
Oregon
$3.58K +$4.09K +27 New
IWS
375
Intentional Wealth Strategies
Colorado
$3.58K +$4.09K +27 New

MIDD Hedge Fund Activity: Q1 2026 in Review

417 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2026, worth a combined $6.36B — down 17% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MIDD positions and 56 closed out — a net gain of 13 holders — while 148 added to existing stakes and 127 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $97.4M. The largest seller was Select Equity Group, cutting an estimated $232M.

  • 417 institutional investors held Middleby (MIDD) as of Q1 2026, up from 411 in Q4 2025.
  • Funds reported $6.36B of Middleby stock for Q1 2026, down 17% quarter-over-quarter.
  • 69 funds opened new Middleby positions in Q1 2026 and 56 closed out, a net change of +13 holders.
  • The largest Middleby buyer in Q1 2026 was T. Rowe Price Associates, an estimated $97.4M added.
  • The largest Middleby seller in Q1 2026 was Select Equity Group, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2026.