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Middleby

415 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.58M
Puts
$4.12M
Net Calls
Net Calls Change

Top Buyers

1 +$97.4M
2 +$34.2M
3 +$32.5M
4
UBS Group
UBS Group
Switzerland
+$29.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.3M

Top Sellers

1 -$232M
2 -$198M
3 -$75.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$57M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
351
Leonteq Securities AG
Switzerland
$11.3K
SWM
352
Spire Wealth Management
Virginia
$8.88K
BC
353
Bayforest Capital
United Kingdom
$8.62K
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$8.09K
PGAM
355
Princeton Global Asset Management
New Jersey
$7.96K
VNT
356
Vanguard National Trust
Pennsylvania
$7.96K
CT
357
Clearstead Trust
Maine
$7.82K
PA
358
Parallel Advisors
California
$7.42K
WWM
359
Wolff Wiese Magana
California
$7.03K
MEG
360
Millstone Evans Group
Colorado
$6.63K
RF
361
Rossby Financial
Florida
$6.24K
SIS
362
Sound Income Strategies
Florida
$5.98K
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$5.83K
PUI
364
Purpose Unlimited Inc
$5.83K
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$5.57K
TPCW
366
TD Private Client Wealth
New York
$5.44K
TSMHT
367
Thurston Springer Miller Herd & Titak
Indiana
$5.43K
FFO
368
Fortitude Family Office
Arizona
$5.04K
EP
369
Essential Partners
California
$4.64K
ZBNA
370
Zions Bancorporation, National Association
Utah
$4.11K
OCM
371
Orion Capital Management
California
$3.98K
JWA
372
JFS Wealth Advisors
Pennsylvania
$3.58K
CMA
373
Cedar Mountain Advisors
Oregon
$3.58K
IWS
374
Intentional Wealth Strategies
Colorado
$3.58K
EWP
375
Elevation Wealth Partners
California
$3.45K