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Middleby
MIDD

Overview Fund Activity

421 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 135 increasing their positions, 149 reducing their positions, and 50 closing their positions.

Holders
421
Holders Change
+15
Holders Change %
+3.69%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
71
Increased
135
Reduced
149
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$399M
2
GIM
2
Garden Investment Management
Connecticut
$472M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$174M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$460M
5
Franklin Resources
5
Franklin Resources
California
$89.5M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$681M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$9.91M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$688M
4
Amundi
4
Amundi
France
$18.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
401
Mount Yale Investment Advisors
Colorado
$1.3K +$1.3K +9 New
AAS
402
Ameritas Advisory Services
Nebraska
$1.3K +$1.3K +9 New
FNWA
403
Financial Network Wealth Advisors
Utah
$1.15K – – –
RWM
404
Rialto Wealth Management
New York
$1.01K +$1.01K +7 New
AW
405
Avion Wealth
Texas
$1K – – –
SIC
406
SJS Investment Consulting
Ohio
$864 -$864 -6 -50%
RIL
407
Rothschild Investment LLC
Illinois
$864 +$720 +5 +500%
HIA
408
HFM Investment Advisors
New Jersey
$720 +$432 +3 +150%
AF
409
Advisornet Financial
Minnesota
$720 +$720 +5 New
CH
410
Cromwell Holdings
Wyoming
$576 – – –
NC
411
NewSquare Capital
Pennsylvania
$576 – – –
BHWM
412
Bay Harbor Wealth Management
Maryland
$432 +$144 +1 +50%
PWA
413
Principia Wealth Advisory
Texas
$432 +$288 +2 +200%
CPG
414
Cornerstone Planning Group
New Jersey
$289 – – –
NA
415
NewEdge Advisors
Louisiana
$288 -$864 -6 -75%
PWM
416
Parkworth Wealth Management
California
$288 – – –
TIM
417
Tortoise Investment Management
New York
$288 +$288 +2 New
SC
418
SouthState Corp
Florida
$144 -$2.45K -17 -94%
MCM
419
MV Capital Management
Maryland
$144 – – –
CIAS
420
CBIZ Investment Advisory Services
Ohio
$144 +$144 +1 New
TFM
421
TFC Financial Management
Massachusetts
$144 +$144 +1 New
ACA
422
American Capital Advisory
Idaho
$144 +$144 +1 New
WHCM
423
Wolf Hill Capital Management
Connecticut
– -$22.5M -147,964 Closed
TSW
424
Thompson Siegel & Walmsley
Virginia
– -$21.7M -142,860 Closed
CF
425
Corebridge Financial
Texas
– -$9.03M -59,412 Closed
15 16
17
18 19