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Middleby

407 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 120 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:

11% less first-time investments, than exits

New positions opened: 62 | 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: 120 | Existing positions reduced: 170

Holders
407
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
MCM
376
Manchester Capital Management
Vermont
$2.38K
ZBNA
377
Zions Bancorporation, National Association
Utah
$2.38K
WA
378
WPG Advisers
Maryland
$2.38K
TFA
379
Transamerica Financial Advisors
Florida
$2.23K
BLC
380
Brown, Lisle/Cummings
Rhode Island
$2.23K
BGAI
381
Bruce G. Allen Investments
Colorado
$2.08K
SC
382
SouthState Corp
Florida
$1.93K
TPBG
383
Turning Point Benefit Group
Maryland
$1.93K
FCAS
384
First Command Advisory Services
Texas
$1.78K
WTC
385
WhitTier Trust Company
Nevada
$1.72K
FFO
386
Fortitude Family Office
Arizona
$1.64K
AssetMark Inc
387
AssetMark Inc
California
$1.49K
DPW
388
DiNuzzo Private Wealth
Pennsylvania
$1.49K
DT
389
DV Trading
Illinois
$1.34K
KFAS
390
Keating Financial Advisory Services
Kansas
$1.34K
FNWA
391
Financial Network Wealth Advisors
Utah
$1.19K
EWP
392
Elevation Wealth Partners
California
$1.04K
CSPIA
393
Cary Street Partners Investment Advisory
Virginia
$1.04K
AW
394
Avion Wealth
Texas
$1K
CH
395
Cromwell Holdings
Wyoming
$892
RWM
396
Rialto Wealth Management
New York
$744
BHWM
397
Bay Harbor Wealth Management
Maryland
$743
GSWM
398
Golden State Wealth Management
California
$743
HIA
399
Harbor Investment Advisory
Maryland
$595
HIA
400
HFM Investment Advisors
New Jersey
$447