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Middleby

415 hedge funds and large institutions have $6.35B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.1% less ownership

Funds ownership: 101.9%101.8% (-0.1%)

17% less capital invested

Capital invested by funds: $7.63B → $6.35B (-$1.28B)

Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.58M
Puts
$4.12M
Net Calls
Net Calls Change

Top Buyers

1 +$97.4M
2 +$34.2M
3 +$32.5M
4
UBS Group
UBS Group
Switzerland
+$29.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$29.3M

Top Sellers

1 -$232M
2 -$198M
3 -$75.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$57M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
401
Avion Wealth
Texas
$1K
RWM
402
Rialto Wealth Management
New York
$929
BWL
403
Bogart Wealth LLC
Virginia
$928
BHWM
404
Bay Harbor Wealth Management
Maryland
$662
HIA
405
Harbor Investment Advisory
Maryland
$530
HIA
406
HFM Investment Advisors
New Jersey
$530
PWPS
407
Pinnacle Wealth Planning Services
Ohio
$530
HWP
408
Highline Wealth Partners
California
$530
VWM
409
Vermillion Wealth Management
Minnesota
$530
TCM
410
Triumph Capital Management
Colorado
$398
ACA
411
American Capital Advisory
Idaho
$266
AUB
412
Atlantic Union Bankshares
Virginia
$265
TFM
413
TFC Financial Management
Massachusetts
$133
SC
414
SouthState Corp
Florida
$133
TPWA
415
Twin Peaks Wealth Advisors
California
$133
Norges Bank
416
Norges Bank
Norway
Millennium Management
417
Millennium Management
New York
Adage Capital Partners
418
Adage Capital Partners
Massachusetts
DC
419
Dendur Capital
New York
VVP
420
Vulcan Value Partners
Alabama
MAM
421
Meeder Asset Management
Ohio
EP
422
Edgestream Partners
New Jersey
LIP
423
Lighthouse Investment Partners
Florida
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
CEI
425
Clark Estates Inc
New York