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Middleby

424 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, 108 increasing their positions, 181 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% less funds holding

Funds holding: 425424 (-1)

1.46% less ownership

Funds ownership: 104.75%103.29% (-1.5%)

14% less capital invested

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

40% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 181

60% less call options, than puts

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

Holders
424
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
108
Reduced
181
Closed
65
Calls
$5.96M
Puts
$14.9M
Net Calls
-$8.96M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
401
WhitTier Trust Company
Nevada
$2.08K
BLC
402
Brown, Lisle/Cummings
Rhode Island
$1.99K
BGAI
403
Bruce G. Allen Investments
Colorado
$1.86K
GRP
404
Global Retirement Partners
California
$1.86K
LFG
405
Larson Financial Group
Missouri
$1.86K +$278 +2 +17%
RIL
406
Rothschild Investment LLC
Illinois
$1.73K +$972 +7 +117%
TPBG
407
Turning Point Benefit Group
Maryland
$1.61K +$1.67K +12 New
EP
408
Essential Partners
California
$1.46K +$694 +5 +83%
FNWA
409
Financial Network Wealth Advisors
Utah
$1.06K
AW
410
Avion Wealth
Texas
$1K
CCM
411
Cloud Capital Management
Washington
$1K +$1.53K +11 New
DPW
412
DiNuzzo Private Wealth
Pennsylvania
$958 -$694 -5 -42%
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$798 +$833 +6 New
RWM
414
Rialto Wealth Management
New York
$532 -$417 -3 -43%
CH
415
Cromwell Holdings
Wyoming
$532
BHWM
416
Bay Harbor Wealth Management
Maryland
$531 +$139 +1 +33%
AF
417
Advisornet Financial
Minnesota
$399 -$278 -2 -40%
HIA
418
HFM Investment Advisors
New Jersey
$399 -$278 -2 -40%
CPG
419
Cornerstone Planning Group
New Jersey
$246
RWS
420
Retirement Wealth Solutions
Wisconsin
$133 -$3.19K -23 -96%
PWA
421
Principia Wealth Advisory
Texas
$133 -$278 -2 -67%
MCM
422
MV Capital Management
Maryland
$133
SC
423
SouthState Corp
Florida
$133
SS
424
SBI Securities
Japan
$133 +$139 +1 New
Norges Bank
425
Norges Bank
Norway
-$19.3M -133,926 Closed

MIDD Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2025, worth a combined $6.96B — down 14% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 65 closed out — a net gain of 2 holders — while 108 added to existing stakes and 181 trimmed.

The largest buyer was Invesco, adding an estimated $129M. The largest seller was Bank of America, cutting an estimated $243M.

  • 424 institutional investors held Middleby (MIDD) as of Q3 2025, down from 425 in Q2 2025.
  • Funds reported $6.96B of Middleby stock for Q3 2025, down 14% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q3 2025 and 65 closed out, a net change of +2 holders.
  • The largest Middleby buyer in Q3 2025 was Invesco, an estimated $129M added.
  • The largest Middleby seller in Q3 2025 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2025.