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Middleby

449 hedge funds and large institutions have $8.08B invested in Middleby in 2026 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 115 increasing their positions, 173 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 50

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

27% more capital invested

Capital invested by funds: $6.36B → $8.08B (+$1.73B)

8% more funds holding

Funds holding: 417449 (+32)

2.84% more ownership

Funds ownership: 101.81%104.66% (+2.8%)

9% less call options, than puts

Call options by funds: $8.91M | Put options by funds: $9.82M

34% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 173

Holders
449
Holders Change
+32
Holders Change %
+7.67%
% of All Funds
5.42%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.08%
New
88
Increased
115
Reduced
173
Closed
50
Calls
$8.91M
Puts
$9.82M
Net Calls
-$912K
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Abound Wealth Management
Tennessee
$53.2K
SPIA
352
Steward Partners Investment Advisory
New York
$48.2K +$25.6K +170 +155%
MEG
353
Millstone Evans Group
Colorado
$40.3K +$27.7K +184 +368%
Nomura Asset Management
354
Nomura Asset Management
Japan
$37.8K -$51.2K -340 -61%
AF
355
Allworth Financial
California
$37.2K -$14.9K -99 -31%
CYG
356
Clean Yield Group
Vermont
$34.4K
DFA
357
DHJJ Financial Advisors
Illinois
$30.4K
BSB
358
Bangor Savings Bank
Maine
$30.3K
TWD
359
True Wealth Design
Ohio
$30.1K +$3.92K +26 +17%
EWP
360
Elevation Wealth Partners
California
$29.2K +$21.7K +144 +554%
DMIC
361
Dixon Mitchell Investment Counsel
British Columbia, Canada
$28.9K -$68K -451 -92%
BCWM
362
Bartlett & Co Wealth Management
Ohio
$28.9K
PMFA
363
Plante Moran Financial Advisors
Michigan
$28.4K
Mitsubishi UFJ Asset Management
364
Mitsubishi UFJ Asset Management
Japan
$26.8K
CSPIA
365
Cary Street Partners Investment Advisory
Virginia
$26.7K -$301 -2 -1%
MO
366
McMillan Office
Michigan
$25.8K
OPTFSNA
367
Old Point Trust & Financial Services N A
Virginia
$20.6K
IAIM
368
International Assets Investment Management
Florida
$20.1K +$1.36K +9 +8%
SAM
369
Smartleaf Asset Management
Massachusetts
$19.6K
PP
370
PFS Partners
New Jersey
$19.1K
EWA
371
EverSource Wealth Advisors
Alabama
$18.6K -$38.9K -258 -70%
VC
372
Vestor Capital
Illinois
$18.5K +$21.6M +143,277 +14,328%
CT
373
Caldwell Trust
Florida
$18.2K
FHC
374
First Horizon Corporation
Tennessee
$17.9K
BCM
375
Boreal Capital Management
Florida
$17K

MIDD Hedge Fund Activity: Q2 2026 in Review

449 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2026, worth a combined $8.08B — up 27% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MIDD positions and 50 closed out — a net gain of 38 holders — while 115 added to existing stakes and 173 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $198M. The largest seller was Select Equity Group, cutting an estimated $140M.

  • 449 institutional investors held Middleby (MIDD) as of Q2 2026, up from 417 in Q1 2026.
  • Funds reported $8.08B of Middleby stock for Q2 2026, up 27% quarter-over-quarter.
  • 88 funds opened new Middleby positions in Q2 2026 and 50 closed out, a net change of +38 holders.
  • The largest Middleby buyer in Q2 2026 was Fidelity Investments, an estimated $198M added.
  • The largest Middleby seller in Q2 2026 was Select Equity Group, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2026.