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Middleby

412 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, 125 reducing their positions, and 56 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)

0.12% less ownership

Funds ownership: 101.9%101.79% (-0.12%)

17% less capital invested

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

Holders
412
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
SIC
376
SJS Investment Consulting
Ohio
$2.79K
BIA
377
Bell Investment Advisors
California
$2.39K
IA
378
IFP Advisors
Florida
$2.39K
CFO
379
CVA Family Office
Colorado
$2.25K
CA
380
Clearstead Advisors
Ohio
$2.12K
MCM
381
Manchester Capital Management
Vermont
$2.12K
WA
382
WPG Advisers
Maryland
$2.12K
HNB
383
Huntington National Bank
Ohio
$1.99K
BLC
384
Brown, Lisle/Cummings
Rhode Island
$1.99K
BGAI
385
Bruce G. Allen Investments
Colorado
$1.86K
WPA
386
Wealth Preservation Advisors
Tennessee
$1.86K
AssetMark Inc
387
AssetMark Inc
California
$1.72K
KFAS
388
Keating Financial Advisory Services
Kansas
$1.72K
B
389
Bayban
Minnesota
$1.72K
FCAS
390
First Command Advisory Services
Texas
$1.59K
HI
391
Harbour Investments
Wisconsin
$1.57K
WTC
392
WhitTier Trust Company
Nevada
$1.49K
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$1.33K
IRC
394
Investors Research Corp
Georgia
$1.33K
TM
395
Torren Management
California
$1.19K
CH
396
Cromwell Holdings
Wyoming
$1.19K
DF
397
Dunhill Financial
United Kingdom
$1.05K
AW
398
Avion Wealth
Texas
$1K
RWM
399
Rialto Wealth Management
New York
$929
BWL
400
Bogart Wealth LLC
Virginia
$928