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Middleby

415 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 179 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $8.1B → $6.96B (-$1.14B)

41% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 179

60% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $14.9M

Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.96M
Puts
$14.9M
Net Calls
Net Calls Change

Top Sellers

1 -$233M
2 -$100M
3 -$93.3M
4
Select Equity Group
Select Equity Group
New York
-$70.6M
5
Morgan Stanley
Morgan Stanley
New York
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
376
Clearstead Trust
Maine
$5.58K
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$5.58K
HNW
378
High Note Wealth
Minnesota
$5.05K
HWP
379
Highline Wealth Partners
California
$4.25K
BIA
380
Bell Investment Advisors
California
$4.12K
OCM
381
Orion Capital Management
California
$3.99K
SA
382
Strategic Advocates
Utah
$3.99K
JWA
383
JFS Wealth Advisors
Pennsylvania
$3.59K
MCM
384
MAI Capital Management
Ohio
$3.19K
WA
385
Westfuller Advisors
New York
$3.19K
MCM
386
Manchester Capital Management
Vermont
$2.79K
AssetMark Inc
387
AssetMark Inc
California
$2.66K
TFA
388
Transamerica Financial Advisors
Florida
$2.66K
S
389
Sachetta
Massachusetts
$2.39K
FFO
390
Fortitude Family Office
Arizona
$2.26K
ZBNA
391
Zions Bancorporation, National Association
Utah
$2.13K
WA
392
WPG Advisers
Maryland
$2.13K
JWM
393
JPL Wealth Management
Colorado
$2.13K
EWP
394
Elevation Wealth Partners
California
$2.13K
WTC
395
WhitTier Trust Company
Nevada
$2.08K
BLC
396
Brown, Lisle/Cummings
Rhode Island
$1.99K
GRP
397
Global Retirement Partners
California
$1.86K
BGAI
398
Bruce G. Allen Investments
Colorado
$1.86K
LFG
399
Larson Financial Group
Missouri
$1.86K
RIL
400
Rothschild Investment LLC
Illinois
$1.73K