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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

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

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
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
376
Owl Creek Wealth Partners
Colorado
$3.31K +$3.79K +25 New
WA
377
Westfuller Advisors
New York
$3.18K
SIC
378
SJS Investment Consulting
Ohio
$2.79K +$3.03K +20 +2,000%
BIA
379
Bell Investment Advisors
California
$2.39K
IA
380
IFP Advisors
Florida
$2.39K +$2.73K +18 New
CFO
381
CVA Family Office
Colorado
$2.25K +$2.58K +17 New
CA
382
Clearstead Advisors
Ohio
$2.12K -$22.7K -150 -90%
MCM
383
Manchester Capital Management
Vermont
$2.12K
WA
384
WPG Advisers
Maryland
$2.12K
HNB
385
Huntington National Bank
Ohio
$1.99K -$152 -1 -6%
BLC
386
Brown, Lisle/Cummings
Rhode Island
$1.99K
BWA
387
Basecamp Wealth Advisors
Washington
$1.86K
BGAI
388
Bruce G. Allen Investments
Colorado
$1.86K
WPA
389
Wealth Preservation Advisors
Tennessee
$1.86K +$2.12K +14 New
AssetMark Inc
390
AssetMark Inc
California
$1.72K +$455 +3 +30%
KFAS
391
Keating Financial Advisory Services
Kansas
$1.72K +$606 +4 +44%
B
392
Bayban
Minnesota
$1.72K +$1.97K +13 New
FCAS
393
First Command Advisory Services
Texas
$1.59K
HI
394
Harbour Investments
Wisconsin
$1.57K +$1.67K +11 New
WTC
395
WhitTier Trust Company
Nevada
$1.49K
DPW
396
DiNuzzo Private Wealth
Pennsylvania
$1.33K
IRC
397
Investors Research Corp
Georgia
$1.33K +$1.52K +10 New
TM
398
Torren Management
California
$1.19K -$23.7K -156 -95%
CH
399
Cromwell Holdings
Wyoming
$1.19K +$455 +3 +50%
DF
400
Dunhill Financial
United Kingdom
$1.05K +$910 +6 +600%