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Middleby

422 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 107 increasing their positions, 181 reducing their positions, and 65 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 funds holding

Funds holding:

less ownership

Funds ownership:

14% less capital invested

Capital invested by funds: $8.09B → $6.96B (-$1.13B)

41% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 181

60% less call options, than puts

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

Holders
422
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 -$243M
2 -$105M
3 -$97.5M
4
Select Equity Group
Select Equity Group
New York
-$73.7M
5
Morgan Stanley
Morgan Stanley
New York
-$68.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
376
Annis Gardner Whiting Capital Advisors
Florida
$6.78K
FFWM
377
Future Financial Wealth Management
Ohio
$6.65K
MEG
378
Millstone Evans Group
Colorado
$6.65K
RDFA
379
Ritter Daniher Financial Advisory
Ohio
$6.25K
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$5.85K
CT
381
Clearstead Trust
Maine
$5.58K
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$5.58K
HNW
383
High Note Wealth
Minnesota
$5.05K
HWP
384
Highline Wealth Partners
California
$4.25K
BIA
385
Bell Investment Advisors
California
$4.12K
OCM
386
Orion Capital Management
California
$3.99K
SA
387
Strategic Advocates
Utah
$3.99K
JWA
388
JFS Wealth Advisors
Pennsylvania
$3.59K
MCM
389
MAI Capital Management
Ohio
$3.19K
WA
390
Westfuller Advisors
New York
$3.19K
MCM
391
Manchester Capital Management
Vermont
$2.79K
AssetMark Inc
392
AssetMark Inc
California
$2.66K
TFA
393
Transamerica Financial Advisors
Florida
$2.66K
S
394
Sachetta
Massachusetts
$2.39K
FFO
395
Fortitude Family Office
Arizona
$2.26K
WA
396
WPG Advisers
Maryland
$2.13K
ZBNA
397
Zions Bancorporation, National Association
Utah
$2.13K
EWP
398
Elevation Wealth Partners
California
$2.13K
JWM
399
JPL Wealth Management
Colorado
$2.13K
WTC
400
WhitTier Trust Company
Nevada
$2.08K