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Middleby

422 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 107 increasing their positions, 181 reducing their positions, and 65 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 funds holding

Funds holding:

less ownership

Funds ownership:

14% less capital invested

Capital invested by funds: $8.09B → $6.96B (-$1.13B)

41% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 181

60% less call options, than puts

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

Holders
422
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 -$243M
2 -$105M
3 -$97.5M
4
Select Equity Group
Select Equity Group
New York
-$73.7M
5
Morgan Stanley
Morgan Stanley
New York
-$68.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
401
Brown, Lisle/Cummings
Rhode Island
$1.99K
GRP
402
Global Retirement Partners
California
$1.86K
BGAI
403
Bruce G. Allen Investments
Colorado
$1.86K
LFG
404
Larson Financial Group
Missouri
$1.86K
RIL
405
Rothschild Investment LLC
Illinois
$1.73K
TPBG
406
Turning Point Benefit Group
Maryland
$1.61K
FNWA
407
Financial Network Wealth Advisors
Utah
$1.06K
AW
408
Avion Wealth
Texas
$1K
CCM
409
Cloud Capital Management
Washington
$1K
DPW
410
DiNuzzo Private Wealth
Pennsylvania
$958
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
$798
RWM
412
Rialto Wealth Management
New York
$532
CH
413
Cromwell Holdings
Wyoming
$532
BHWM
414
Bay Harbor Wealth Management
Maryland
$531
AF
415
Advisornet Financial
Minnesota
$399
HIA
416
HFM Investment Advisors
New Jersey
$399
CPG
417
Cornerstone Planning Group
New Jersey
$246
RWS
418
Retirement Wealth Solutions
Wisconsin
$133
PWA
419
Principia Wealth Advisory
Texas
$133
SC
420
SouthState Corp
Florida
$133
MCM
421
MV Capital Management
Maryland
$133
SS
422
SBI Securities
Japan
$133
Norges Bank
423
Norges Bank
Norway
CSS
424
Cubist Systematic Strategies
Connecticut
Nomura Holdings
425
Nomura Holdings
Japan