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Middleby

424 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 136 increasing their positions, 149 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: 136 | Existing positions reduced: 149

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
424
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
FFWM
376
Future Financial Wealth Management
Ohio
$7.2K
CT
377
Clearstead Trust
Maine
$6.91K
SAM
378
Smartleaf Asset Management
Massachusetts
$6.52K
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$6.19K
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$6.05K
SPIA
381
Steward Partners Investment Advisory
New York
$5.33K
HWP
382
Highline Wealth Partners
California
$4.61K
BIA
383
Bell Investment Advisors
California
$4.46K
RAM
384
Riggs Asset Management
Pennsylvania
$4.46K
HNW
385
High Note Wealth
Minnesota
$4.32K
OCM
386
Orion Capital Management
California
$4.32K
JWA
387
JFS Wealth Advisors
Pennsylvania
$4.03K
FFA
388
Farther Finance Advisors
California
$3.89K
MEG
389
Millstone Evans Group
Colorado
$3.46K
RWS
390
Retirement Wealth Solutions
Wisconsin
$3.46K
ADL
391
Asset Dedication LLC
California
$3.46K
BCM
392
Boreal Capital Management
Florida
$3.46K
AssetMark Inc
393
AssetMark Inc
California
$3.31K
MCM
394
Manchester Capital Management
Vermont
$3.02K
ZBNA
395
Zions Bancorporation, National Association
Utah
$2.3K
WA
396
WPG Advisers
Maryland
$2.3K
WTC
397
WhitTier Trust Company
Nevada
$2.16K
BLC
398
Brown, Lisle/Cummings
Rhode Island
$2.16K
FFO
399
Fortitude Family Office
Arizona
$2.16K
BGAI
400
Bruce G. Allen Investments
Colorado
$2.02K