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Middleby

425 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

9% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 150

6% less capital invested

Capital invested by funds: $8.61B → $8.1B (-$514M)

47% less call options, than puts

Call options by funds: $184M | Put options by funds: $348M

Holders
425
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
$184M
Puts
$348M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
376
Whittier Trust
California
$7.34K
FFWM
377
Future Financial Wealth Management
Ohio
$7.2K
CT
378
Clearstead Trust
Maine
$6.91K
SAM
379
Smartleaf Asset Management
Massachusetts
$6.52K
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$6.19K
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$6.05K
SPIA
382
Steward Partners Investment Advisory
New York
$5.33K
HWP
383
Highline Wealth Partners
California
$4.61K
BIA
384
Bell Investment Advisors
California
$4.46K
RAM
385
Riggs Asset Management
Pennsylvania
$4.46K
HNW
386
High Note Wealth
Minnesota
$4.32K
OCM
387
Orion Capital Management
California
$4.32K
JWA
388
JFS Wealth Advisors
Pennsylvania
$4.03K
FFA
389
Farther Finance Advisors
California
$3.89K
MEG
390
Millstone Evans Group
Colorado
$3.46K
RWS
391
Retirement Wealth Solutions
Wisconsin
$3.46K
ADL
392
Asset Dedication LLC
California
$3.46K
BCM
393
Boreal Capital Management
Florida
$3.46K
AssetMark Inc
394
AssetMark Inc
California
$3.31K
MCM
395
Manchester Capital Management
Vermont
$3.02K
WA
396
WPG Advisers
Maryland
$2.3K
ZBNA
397
Zions Bancorporation, National Association
Utah
$2.3K
WTC
398
WhitTier Trust Company
Nevada
$2.16K
BLC
399
Brown, Lisle/Cummings
Rhode Island
$2.16K
FFO
400
Fortitude Family Office
Arizona
$2.16K