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Middleby
MIDD

Overview Fund Activity

406 hedge funds and large institutions have $8.61B invested in Middleby in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+18
Holders Change %
+4.64%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
72
Increased
135
Reduced
130
Closed
48
Calls
$180M
Puts
$358M
Net Calls
-$178M
Net Calls Change
+$168M

Top Buyers

1
GIM
Garden Investment Management
Connecticut
$401M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$460M
3
Franklin Resources
Franklin Resources
California
$74.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$282M
5
Citadel Advisors
Citadel Advisors
Florida
$63.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$124M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.67M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$477M
5
Select Equity Group
Select Equity Group
New York
$838M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
WPG Advisers
Maryland
$2.43K – – –
BF
377
BOK Financial
Oklahoma
$2.43K – – –
MCM
378
Manchester Capital Management
Vermont
$2.43K – – –
ZBNA
379
Zions Bancorporation, National Association
Utah
$2.43K +$2.43K +16 New
BLC
380
Brown, Lisle/Cummings
Rhode Island
$2.28K – – –
WTC
381
WhitTier Trust Company
Nevada
$2.28K -$2.89K -19 -56%
BGAI
382
Bruce G. Allen Investments
Colorado
$2.13K – – –
PB
383
Pinnacle Bancorp
Nebraska
$1.82K – – –
SIC
384
SJS Investment Consulting
Ohio
$1.82K +$304 +2 +20%
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$1.67K -$152 -1 -8%
GFPC
386
Global Financial Private Client
Florida
$1.67K +$1.22K +8 +267%
HWA
387
HHM Wealth Advisors
Tennessee
$1.37K – – –
NA
388
NewEdge Advisors
Louisiana
$1.22K – – –
FNWA
389
Financial Network Wealth Advisors
Utah
$1.22K +$1.22K +8 New
FPF
390
First Pacific Financial
Washington
$1.06K +$1.06K +7 New
AW
391
Avion Wealth
Texas
$1K – – –
CA
392
CoreCap Advisors
Michigan
$912 +$912 +6 New
HFS
393
Hughes Financial Services
Virginia
$611 +$611 +4 New
S
394
Sachetta
Massachusetts
$608 – – –
CH
395
Cromwell Holdings
Wyoming
$608 +$608 +4 New
BFS
396
Bare Financial Services
Pennsylvania
$608 +$608 +4 New
NC
397
NewSquare Capital
Pennsylvania
$608 +$608 +4 New
BWL
398
Bogart Wealth LLC
Virginia
$456 +$456 +3 New
PWM
399
Parkworth Wealth Management
California
$304 – – –
HIA
400
HFM Investment Advisors
New Jersey
$304 +$304 +2 New
14 15
16
17 18