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Middleby

412 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 125 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.12% less ownership

Funds ownership: 101.9%101.79% (-0.12%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
412
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
$6.58M
Puts
$4.12M
Net Calls
Net Calls Change

Top Buyers

1 +$97.4M
2 +$34.2M
3 +$32.5M
4
UBS Group
UBS Group
Switzerland
+$29.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.3M

Top Sellers

1 -$232M
2 -$198M
3 -$75.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$57M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
401
Bay Harbor Wealth Management
Maryland
$662
HIA
402
Harbor Investment Advisory
Maryland
$530
HIA
403
HFM Investment Advisors
New Jersey
$530
PWPS
404
Pinnacle Wealth Planning Services
Ohio
$530
HWP
405
Highline Wealth Partners
California
$530
VWM
406
Vermillion Wealth Management
Minnesota
$530
TCM
407
Triumph Capital Management
Colorado
$398
ACA
408
American Capital Advisory
Idaho
$266
AUB
409
Atlantic Union Bankshares
Virginia
$265
TFM
410
TFC Financial Management
Massachusetts
$133
SC
411
SouthState Corp
Florida
$133
TPWA
412
Twin Peaks Wealth Advisors
California
$133
Norges Bank
413
Norges Bank
Norway
Millennium Management
414
Millennium Management
New York
Adage Capital Partners
415
Adage Capital Partners
Massachusetts
DC
416
Dendur Capital
New York
VVP
417
Vulcan Value Partners
Alabama
MAM
418
Meeder Asset Management
Ohio
EP
419
Edgestream Partners
New Jersey
LIP
420
Lighthouse Investment Partners
Florida
Capital Fund Management (CFM)
421
Capital Fund Management (CFM)
France
CEI
422
Clark Estates Inc
New York
HSBC Holdings
423
HSBC Holdings
United Kingdom
Assenagon Asset Management
424
Assenagon Asset Management
Luxembourg
EIP
425
Epoch Investment Partners
New York