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Middleby

410 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 170 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $28.3M | Put options by funds: $12.1M

10% more capital invested

Capital invested by funds: $6.96B → $7.63B (+$671M)

10% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 71

1.39% less ownership

Funds ownership: 103.29%101.9% (-1.4%)

3% less funds holding

Funds holding: 424410 (-14)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 170

Holders
410
Holders Change
-14
Holders Change %
-3.3%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
121
Reduced
170
Closed
71
Calls
$28.3M
Puts
$12.1M
Net Calls
+$16.2M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
376
Bell Investment Advisors
California
$2.68K -$1.71K -13 -42%
HNB
377
Huntington National Bank
Ohio
$2.38K -$9.71K -74 -82%
MCM
378
Manchester Capital Management
Vermont
$2.38K -$656 -5 -24%
WA
379
WPG Advisers
Maryland
$2.38K
ZBNA
380
Zions Bancorporation, National Association
Utah
$2.38K
TFA
381
Transamerica Financial Advisors
Florida
$2.23K -$656 -5 -25%
BLC
382
Brown, Lisle/Cummings
Rhode Island
$2.23K
BGAI
383
Bruce G. Allen Investments
Colorado
$2.08K
BWA
384
Basecamp Wealth Advisors
Washington
$2.08K +$1.84K +14 New
SC
385
SouthState Corp
Florida
$1.93K +$1.57K +12 +1,200%
TPBG
386
Turning Point Benefit Group
Maryland
$1.93K +$131 +1 +8%
FCAS
387
First Command Advisory Services
Texas
$1.78K +$1.57K +12 New
WTC
388
WhitTier Trust Company
Nevada
$1.72K -$525 -4 -27%
FFO
389
Fortitude Family Office
Arizona
$1.64K -$788 -6 -35%
AssetMark Inc
390
AssetMark Inc
California
$1.49K -$1.31K -10 -50%
DPW
391
DiNuzzo Private Wealth
Pennsylvania
$1.49K +$394 +3 +43%
DT
392
DV Trading
Illinois
$1.34K +$1.18K +9 New
KFAS
393
Keating Financial Advisory Services
Kansas
$1.34K +$1.18K +9 New
FNWA
394
Financial Network Wealth Advisors
Utah
$1.19K
EWP
395
Elevation Wealth Partners
California
$1.04K -$1.18K -9 -56%
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$1.04K +$131 +1 +17%
AW
397
Avion Wealth
Texas
$1K
CH
398
Cromwell Holdings
Wyoming
$892 +$263 +2 +50%
RWM
399
Rialto Wealth Management
New York
$744 +$131 +1 +25%
BHWM
400
Bay Harbor Wealth Management
Maryland
$743 +$131 +1 +25%