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Middleby

424 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $8.61B → $8.1B (-$514M)

10% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 150

47% less call options, than puts

Call options by funds: $184M | Put options by funds: $348M

Holders
424
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
$184M
Puts
$348M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
401
Global Retirement Partners
California
$2.02K
LFG
402
Larson Financial Group
Missouri
$1.73K
DPW
403
DiNuzzo Private Wealth
Pennsylvania
$1.73K
AAS
404
Ameritas Advisory Services
Nebraska
$1.3K
MYIA
405
Mount Yale Investment Advisors
Colorado
$1.3K
FNWA
406
Financial Network Wealth Advisors
Utah
$1.15K
RWM
407
Rialto Wealth Management
New York
$1.01K
AW
408
Avion Wealth
Texas
$1K
SIC
409
SJS Investment Consulting
Ohio
$864
RIL
410
Rothschild Investment LLC
Illinois
$864
HIA
411
HFM Investment Advisors
New Jersey
$720
AF
412
Advisornet Financial
Minnesota
$720
CH
413
Cromwell Holdings
Wyoming
$576
NC
414
NewSquare Capital
Pennsylvania
$576
BHWM
415
Bay Harbor Wealth Management
Maryland
$432
PWA
416
Principia Wealth Advisory
Texas
$432
CPG
417
Cornerstone Planning Group
New Jersey
$289
NA
418
NewEdge Advisors
Louisiana
$288
PWM
419
Parkworth Wealth Management
California
$288
TIM
420
Tortoise Investment Management
New York
$288
SC
421
SouthState Corp
Florida
$144
MCM
422
MV Capital Management
Maryland
$144
CIAS
423
CBIZ Investment Advisory Services
Ohio
$144
TFM
424
TFC Financial Management
Massachusetts
$144
ACA
425
American Capital Advisory
Idaho
$144