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Middleby

406 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 120 increasing their positions, 170 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 70

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 170

Holders
406
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
$28.3M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
376
WPG Advisers
Maryland
$2.38K
ZBNA
377
Zions Bancorporation, National Association
Utah
$2.38K
TFA
378
Transamerica Financial Advisors
Florida
$2.23K
BLC
379
Brown, Lisle/Cummings
Rhode Island
$2.23K
BGAI
380
Bruce G. Allen Investments
Colorado
$2.08K
SC
381
SouthState Corp
Florida
$1.93K
TPBG
382
Turning Point Benefit Group
Maryland
$1.93K
FCAS
383
First Command Advisory Services
Texas
$1.78K
WTC
384
WhitTier Trust Company
Nevada
$1.72K
FFO
385
Fortitude Family Office
Arizona
$1.64K
AssetMark Inc
386
AssetMark Inc
California
$1.49K
DPW
387
DiNuzzo Private Wealth
Pennsylvania
$1.49K
KFAS
388
Keating Financial Advisory Services
Kansas
$1.34K
DT
389
DV Trading
Illinois
$1.34K
FNWA
390
Financial Network Wealth Advisors
Utah
$1.19K
EWP
391
Elevation Wealth Partners
California
$1.04K
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$1.04K
AW
393
Avion Wealth
Texas
$1K
CH
394
Cromwell Holdings
Wyoming
$892
RWM
395
Rialto Wealth Management
New York
$744
BHWM
396
Bay Harbor Wealth Management
Maryland
$743
GSWM
397
Golden State Wealth Management
California
$743
HIA
398
Harbor Investment Advisory
Maryland
$595
HIA
399
HFM Investment Advisors
New Jersey
$447
TCM
400
Triumph Capital Management
Colorado
$446