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Middleby

410 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 170 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $28.3M | Put options by funds: $12.1M

10% more capital invested

Capital invested by funds: $6.96B → $7.63B (+$671M)

10% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 71

1.39% less ownership

Funds ownership: 103.29%101.9% (-1.4%)

3% less funds holding

Funds holding: 424410 (-14)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 170

Holders
410
Holders Change
-14
Holders Change %
-3.3%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
121
Reduced
170
Closed
71
Calls
$28.3M
Puts
$12.1M
Net Calls
+$16.2M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
401
Golden State Wealth Management
California
$743 +$656 +5 New
HIA
402
Harbor Investment Advisory
Maryland
$595 +$525 +4 New
HIA
403
HFM Investment Advisors
New Jersey
$447
TCM
404
Triumph Capital Management
Colorado
$446 +$394 +3 New
Optiver Holding
405
Optiver Holding
Netherlands
$297 -$12.9K -98 -98%
PWPS
406
Pinnacle Wealth Planning Services
Ohio
$297 +$263 +2 New
RF
407
Rossby Financial
Florida
$297 +$263 +2 New
SIC
408
SJS Investment Consulting
Ohio
$149 -$48K -366 -100%
SS
409
SBI Securities
Japan
$149
DF
410
Dunhill Financial
United Kingdom
$133 +$131 +1 New
RC
411
Rivulet Capital
New Jersey
-$69.5M -523,029 Closed
SCM
412
SG Capital Management
Illinois
-$55.3M -415,705 Closed
ACH
413
ArrowMark Colorado Holdings
Colorado
-$17.2M -129,341 Closed
Two Sigma Investments
414
Two Sigma Investments
New York
-$14.5M -109,139 Closed
Tudor Investment Corp
415
Tudor Investment Corp
Connecticut
-$10.1M -75,950 Closed
AI
416
Atom Investors
Texas
-$9.75M -73,378 Closed
WAM
417
Weiss Asset Management
Massachusetts
-$8.99M -67,616 Closed
EF
418
Empowered Funds
Pennsylvania
-$8.97M -67,486 Closed
AC
419
Addenda Capital
Quebec, Canada
-$7.55M -56,815 Closed
Two Sigma Advisers
420
Two Sigma Advisers
New York
-$6.29M -47,299 Closed
Macquarie Group
421
Macquarie Group
Australia
-$4.88M -36,745 Closed
JAM
422
Jupiter Asset Management
United Kingdom
-$3.54M -26,642 Closed
ORI
423
Oak Ridge Investments
Illinois
-$2.56M -19,263 Closed
AACP
424
Advantage Alpha Capital Partners
California
-$2.16M -16,257 Closed
Zurich Cantonal Bank
425
Zurich Cantonal Bank
Switzerland
-$2.09M -15,899 Closed