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Middleby
MIDD

Overview Fund Activity

421 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 135 increasing their positions, 149 reducing their positions, and 50 closing their positions.

Holders
421
Holders Change
+15
Holders Change %
+3.69%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
71
Increased
135
Reduced
149
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$399M
2
GIM
2
Garden Investment Management
Connecticut
$472M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$174M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$460M
5
Franklin Resources
5
Franklin Resources
California
$89.5M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$681M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$9.91M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$688M
4
Amundi
4
Amundi
France
$18.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$6.19K +$576 +4 +10%
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$6.05K -$144 -1 -2%
SPIA
378
Steward Partners Investment Advisory
New York
$5.33K – – –
HWP
379
Highline Wealth Partners
California
$4.61K – – –
BIA
380
Bell Investment Advisors
California
$4.46K – – –
RAM
381
Riggs Asset Management
Pennsylvania
$4.46K +$4.46K +31 New
HNW
382
High Note Wealth
Minnesota
$4.32K -$144 -1 -3%
OCM
383
Orion Capital Management
California
$4.32K – – –
JWA
384
JFS Wealth Advisors
Pennsylvania
$4.03K -$1.73K -12 -30%
FFA
385
Farther Finance Advisors
California
$3.89K +$576 +4 +17%
MEG
386
Millstone Evans Group
Colorado
$3.46K -$3.31K -23 -49%
RWS
387
Retirement Wealth Solutions
Wisconsin
$3.46K – – –
ADL
388
Asset Dedication LLC
California
$3.46K +$3.46K +24 New
BCM
389
Boreal Capital Management
Florida
$3.46K +$3.46K +24 New
AssetMark Inc
390
AssetMark Inc
California
$3.31K -$1.73K -12 -34%
MCM
391
Manchester Capital Management
Vermont
$3.02K +$720 +5 +31%
WA
392
WPG Advisers
Maryland
$2.3K – – –
ZBNA
393
Zions Bancorporation, National Association
Utah
$2.3K – – –
BLC
394
Brown, Lisle/Cummings
Rhode Island
$2.16K – – –
WTC
395
WhitTier Trust Company
Nevada
$2.16K – – –
FFO
396
Fortitude Family Office
Arizona
$2.16K +$2.16K +15 New
BGAI
397
Bruce G. Allen Investments
Colorado
$2.02K – – –
GRP
398
Global Retirement Partners
California
$2.02K +$2.02K +14 New
LFG
399
Larson Financial Group
Missouri
$1.73K -$10.7K -74 -86%
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$1.73K +$144 +1 +9%
14 15
16
17 18