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Middleby

409 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 121 increasing their positions, 170 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

10% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 70

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
409
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
$28.3M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
376
Bell Investment Advisors
California
$2.68K
HNB
377
Huntington National Bank
Ohio
$2.38K
MCM
378
Manchester Capital Management
Vermont
$2.38K
WA
379
WPG Advisers
Maryland
$2.38K
ZBNA
380
Zions Bancorporation, National Association
Utah
$2.38K
TFA
381
Transamerica Financial Advisors
Florida
$2.23K
BLC
382
Brown, Lisle/Cummings
Rhode Island
$2.23K
BGAI
383
Bruce G. Allen Investments
Colorado
$2.08K
SC
384
SouthState Corp
Florida
$1.93K
TPBG
385
Turning Point Benefit Group
Maryland
$1.93K
FCAS
386
First Command Advisory Services
Texas
$1.78K
WTC
387
WhitTier Trust Company
Nevada
$1.72K
FFO
388
Fortitude Family Office
Arizona
$1.64K
AssetMark Inc
389
AssetMark Inc
California
$1.49K
DPW
390
DiNuzzo Private Wealth
Pennsylvania
$1.49K
DT
391
DV Trading
Illinois
$1.34K
KFAS
392
Keating Financial Advisory Services
Kansas
$1.34K
FNWA
393
Financial Network Wealth Advisors
Utah
$1.19K
EWP
394
Elevation Wealth Partners
California
$1.04K
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$1.04K
AW
396
Avion Wealth
Texas
$1K
CH
397
Cromwell Holdings
Wyoming
$892
RWM
398
Rialto Wealth Management
New York
$744
BHWM
399
Bay Harbor Wealth Management
Maryland
$743
GSWM
400
Golden State Wealth Management
California
$743