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Middleby

418 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 107 increasing their positions, 180 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $8.1B → $6.96B (-$1.14B)

41% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 180

60% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $14.9M

Holders
418
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.96M
Puts
$14.9M
Net Calls
Net Calls Change

Top Sellers

1 -$233M
2 -$100M
3 -$93.3M
4
Select Equity Group
Select Equity Group
New York
-$70.6M
5
Morgan Stanley
Morgan Stanley
New York
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
401
Global Retirement Partners
California
$1.86K
BGAI
402
Bruce G. Allen Investments
Colorado
$1.86K
LFG
403
Larson Financial Group
Missouri
$1.86K
RIL
404
Rothschild Investment LLC
Illinois
$1.73K
TPBG
405
Turning Point Benefit Group
Maryland
$1.61K
FNWA
406
Financial Network Wealth Advisors
Utah
$1.06K
AW
407
Avion Wealth
Texas
$1K
CCM
408
Cloud Capital Management
Washington
$1K
DPW
409
DiNuzzo Private Wealth
Pennsylvania
$958
CSPIA
410
Cary Street Partners Investment Advisory
Virginia
$798
RWM
411
Rialto Wealth Management
New York
$532
CH
412
Cromwell Holdings
Wyoming
$532
BHWM
413
Bay Harbor Wealth Management
Maryland
$531
AF
414
Advisornet Financial
Minnesota
$399
HIA
415
HFM Investment Advisors
New Jersey
$399
CPG
416
Cornerstone Planning Group
New Jersey
$246
RWS
417
Retirement Wealth Solutions
Wisconsin
$133
SC
418
SouthState Corp
Florida
$133
SS
419
SBI Securities
Japan
$133
Norges Bank
420
Norges Bank
Norway
CSS
421
Cubist Systematic Strategies
Connecticut
Nomura Holdings
422
Nomura Holdings
Japan
TI
423
Trexquant Investment
Connecticut
QT
424
Quantbot Technologies
New York
WG
425
Winton Group
United Kingdom