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Middleby

415 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 179 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more 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: 106 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
415
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
TPBG
401
Turning Point Benefit Group
Maryland
$1.61K
FNWA
402
Financial Network Wealth Advisors
Utah
$1.06K
AW
403
Avion Wealth
Texas
$1K
CCM
404
Cloud Capital Management
Washington
$1K
DPW
405
DiNuzzo Private Wealth
Pennsylvania
$958
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$798
RWM
407
Rialto Wealth Management
New York
$532
CH
408
Cromwell Holdings
Wyoming
$532
BHWM
409
Bay Harbor Wealth Management
Maryland
$531
AF
410
Advisornet Financial
Minnesota
$399
HIA
411
HFM Investment Advisors
New Jersey
$399
TCM
412
Triumph Capital Management
Colorado
$399
CPG
413
Cornerstone Planning Group
New Jersey
$246
RWS
414
Retirement Wealth Solutions
Wisconsin
$133
SC
415
SouthState Corp
Florida
$133
SS
416
SBI Securities
Japan
$133
Norges Bank
417
Norges Bank
Norway
CSS
418
Cubist Systematic Strategies
Connecticut
Nomura Holdings
419
Nomura Holdings
Japan
TI
420
Trexquant Investment
Connecticut
QT
421
Quantbot Technologies
New York
WG
422
Winton Group
United Kingdom
Qube Research & Technologies (QRT)
423
Qube Research & Technologies (QRT)
United Kingdom
TPSF
424
Texas Permanent School Fund
Texas
IMC Chicago
425
IMC Chicago
Illinois