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Middleby

425 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 410425 (+15)

10% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 151

1.22% less ownership

Funds ownership: 105.97%104.75% (-1.2%)

6% less capital invested

Capital invested by funds: $8.63B → $8.09B (-$540M)

47% less call options, than puts

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

Holders
425
Holders Change
+15
Holders Change %
+3.66%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
136
Reduced
151
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
401
Global Retirement Partners
California
$2.02K +$1.97K +14 New
LFG
402
Larson Financial Group
Missouri
$1.73K -$10.4K -74 -86%
DPW
403
DiNuzzo Private Wealth
Pennsylvania
$1.73K +$141 +1 +9%
AAS
404
Ameritas Advisory Services
Nebraska
$1.3K +$1.27K +9 New
MYIA
405
Mount Yale Investment Advisors
Colorado
$1.3K +$1.27K +9 New
FNWA
406
Financial Network Wealth Advisors
Utah
$1.15K
RWM
407
Rialto Wealth Management
New York
$1.01K +$986 +7 New
AW
408
Avion Wealth
Texas
$1K
SIC
409
SJS Investment Consulting
Ohio
$864 -$845 -6 -50%
RIL
410
Rothschild Investment LLC
Illinois
$864 +$704 +5 +500%
EP
411
Essential Partners
California
$864 +$845 +6 New
HIA
412
HFM Investment Advisors
New Jersey
$720 +$423 +3 +150%
AF
413
Advisornet Financial
Minnesota
$720 +$704 +5 New
CH
414
Cromwell Holdings
Wyoming
$576
NC
415
NewSquare Capital
Pennsylvania
$576
BHWM
416
Bay Harbor Wealth Management
Maryland
$432 +$141 +1 +50%
PWA
417
Principia Wealth Advisory
Texas
$432 +$282 +2 +200%
CPG
418
Cornerstone Planning Group
New Jersey
$289
NA
419
NewEdge Advisors
Louisiana
$288 -$845 -6 -75%
PWM
420
Parkworth Wealth Management
California
$288
TIM
421
Tortoise Investment Management
New York
$288 +$282 +2 New
SC
422
SouthState Corp
Florida
$144 -$2.4K -17 -94%
MCM
423
MV Capital Management
Maryland
$144
ACA
424
American Capital Advisory
Idaho
$144 +$141 +1 New
CIAS
425
CBIZ Investment Advisory Services
Ohio
$144 +$141 +1 New

MIDD Hedge Fund Activity: Q2 2025 in Review

425 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2025, worth a combined $8.09B — down 6.3% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MIDD positions and 50 closed out — a net gain of 20 holders — while 136 added to existing stakes and 151 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $129M. The largest seller was Select Equity Group, cutting an estimated $111M.

  • 425 institutional investors held Middleby (MIDD) as of Q2 2025, up from 410 in Q1 2025.
  • Funds reported $8.09B of Middleby stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 70 funds opened new Middleby positions in Q2 2025 and 50 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q2 2025 was JP Morgan Chase, an estimated $129M added.
  • The largest Middleby seller in Q2 2025 was Select Equity Group, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2025.