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Middleby

425 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 410425 (+15)

10% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 151

1.22% less ownership

Funds ownership: 105.97%104.75% (-1.2%)

6% less capital invested

Capital invested by funds: $8.63B → $8.09B (-$540M)

47% less call options, than puts

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

Holders
425
Holders Change
+15
Holders Change %
+3.66%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
136
Reduced
151
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M
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 +$986 +7 +17%
SAM
378
Smartleaf Asset Management
Massachusetts
$6.52K -$8.17K -58 -56%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$6.19K +$564 +4 +10%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$6.05K -$141 -1 -2%
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 +$4.37K +31 New
HNW
385
High Note Wealth
Minnesota
$4.32K -$141 -1 -3%
OCM
386
Orion Capital Management
California
$4.32K
JWA
387
JFS Wealth Advisors
Pennsylvania
$4.03K -$1.69K -12 -30%
FFA
388
Farther Finance Advisors
California
$3.89K +$564 +4 +17%
MEG
389
Millstone Evans Group
Colorado
$3.46K -$3.24K -23 -49%
RWS
390
Retirement Wealth Solutions
Wisconsin
$3.46K
ADL
391
Asset Dedication LLC
California
$3.46K +$3.38K +24 New
BCM
392
Boreal Capital Management
Florida
$3.46K +$3.38K +24 New
AssetMark Inc
393
AssetMark Inc
California
$3.31K -$1.69K -12 -34%
MCM
394
Manchester Capital Management
Vermont
$3.02K +$704 +5 +31%
WA
395
WPG Advisers
Maryland
$2.3K
ZBNA
396
Zions Bancorporation, National Association
Utah
$2.3K
BLC
397
Brown, Lisle/Cummings
Rhode Island
$2.16K
WTC
398
WhitTier Trust Company
Nevada
$2.16K
FFO
399
Fortitude Family Office
Arizona
$2.16K +$2.11K +15 New
BGAI
400
Bruce G. Allen Investments
Colorado
$2.02K

MIDD Hedge Fund Activity: Q2 2025 in Review

425 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2025, worth a combined $8.09B — down 6.3% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MIDD positions and 50 closed out — a net gain of 20 holders — while 136 added to existing stakes and 151 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $129M. The largest seller was Select Equity Group, cutting an estimated $111M.

  • 425 institutional investors held Middleby (MIDD) as of Q2 2025, up from 410 in Q1 2025.
  • Funds reported $8.09B of Middleby stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 70 funds opened new Middleby positions in Q2 2025 and 50 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q2 2025 was JP Morgan Chase, an estimated $129M added.
  • The largest Middleby seller in Q2 2025 was Select Equity Group, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2025.