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Middleby

413 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, 105 increasing their positions, 179 reducing their positions, and 67 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 ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $8.1B → $6.96B (-$1.14B)

41% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
413
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 -$233M
2 -$100M
3 -$93.3M
4
Select Equity Group
Select Equity Group
New York
-$70.6M
5
Morgan Stanley
Morgan Stanley
New York
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
376
Highline Wealth Partners
California
$4.25K
BIA
377
Bell Investment Advisors
California
$4.12K
OCM
378
Orion Capital Management
California
$3.99K
SA
379
Strategic Advocates
Utah
$3.99K
JWA
380
JFS Wealth Advisors
Pennsylvania
$3.59K
MCM
381
MAI Capital Management
Ohio
$3.19K
WA
382
Westfuller Advisors
New York
$3.19K
MCM
383
Manchester Capital Management
Vermont
$2.79K
AssetMark Inc
384
AssetMark Inc
California
$2.66K
TFA
385
Transamerica Financial Advisors
Florida
$2.66K
S
386
Sachetta
Massachusetts
$2.39K
FFO
387
Fortitude Family Office
Arizona
$2.26K
WA
388
WPG Advisers
Maryland
$2.13K
ZBNA
389
Zions Bancorporation, National Association
Utah
$2.13K
JWM
390
JPL Wealth Management
Colorado
$2.13K
EWP
391
Elevation Wealth Partners
California
$2.13K
WTC
392
WhitTier Trust Company
Nevada
$2.08K
BLC
393
Brown, Lisle/Cummings
Rhode Island
$1.99K
GRP
394
Global Retirement Partners
California
$1.86K
BGAI
395
Bruce G. Allen Investments
Colorado
$1.86K
LFG
396
Larson Financial Group
Missouri
$1.86K
RIL
397
Rothschild Investment LLC
Illinois
$1.73K
TPBG
398
Turning Point Benefit Group
Maryland
$1.61K
FNWA
399
Financial Network Wealth Advisors
Utah
$1.06K
AW
400
Avion Wealth
Texas
$1K