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Middleby

415 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, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

24% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 410415 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

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

Holders
415
Holders Change
+5
Holders Change %
+1.22%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
68
Increased
148
Reduced
127
Closed
55
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
401
Avion Wealth
Texas
$1K
RWM
402
Rialto Wealth Management
New York
$929 +$303 +2 +40%
BWL
403
Bogart Wealth LLC
Virginia
$928 +$1.06K +7 New
BHWM
404
Bay Harbor Wealth Management
Maryland
$662
HIA
405
Harbor Investment Advisory
Maryland
$530
HIA
406
HFM Investment Advisors
New Jersey
$530 +$152 +1 +33%
PWPS
407
Pinnacle Wealth Planning Services
Ohio
$530 +$303 +2 +100%
HWP
408
Highline Wealth Partners
California
$530 +$606 +4 New
VWM
409
Vermillion Wealth Management
Minnesota
$530 +$606 +4 New
TCM
410
Triumph Capital Management
Colorado
$398
ACA
411
American Capital Advisory
Idaho
$266 +$303 +2 New
AUB
412
Atlantic Union Bankshares
Virginia
$265 +$303 +2 New
TFM
413
TFC Financial Management
Massachusetts
$133 -$34.9K -230 -100%
SC
414
SouthState Corp
Florida
$133 -$1.82K -12 -92%
TPWA
415
Twin Peaks Wealth Advisors
California
$133 +$152 +1 New
Norges Bank
416
Norges Bank
Norway
-$43.2M -290,843 Closed
Millennium Management
417
Millennium Management
New York
-$23M -154,457 Closed
Adage Capital Partners
418
Adage Capital Partners
Massachusetts
-$20.5M -138,000 Closed
DC
419
Dendur Capital
New York
-$15.1M -101,500 Closed
VVP
420
Vulcan Value Partners
Alabama
-$10.4M -69,825 Closed
MAM
421
Meeder Asset Management
Ohio
-$6.29M -42,328 Closed
EP
422
Edgestream Partners
New Jersey
-$4.28M -28,766 Closed
LIP
423
Lighthouse Investment Partners
Florida
-$4.16M -28,000 Closed
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
-$3.62M -24,335 Closed
CEI
425
Clark Estates Inc
New York
-$2.75M -18,500 Closed