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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
AIC
426
Aurora Investment Counsel
Georgia
-$1.49M -11,201 Closed
ET
427
Entropy Technologies
New York
-$1.45M -10,890 Closed
PCM
428
Politan Capital Management
New York
-$1.36M -10,215 Closed
AWA
429
Aaron Wealth Advisors
Illinois
-$1.16M -8,761 Closed
DFCM
430
Dark Forest Capital Management
Puerto Rico
-$1.16M -8,733 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
431
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.1M -8,300 Closed
BCM
432
Bayesian Capital Management
New York
-$1.02M -7,700 Closed
EAM
433
Eschler Asset Management
United Kingdom
-$931K -7,000 Closed
Simplex Trading
434
Simplex Trading
Illinois
-$906K -6,821 Closed
JF
435
Jump Financial
Illinois
-$891K -6,706 Closed
TC
436
TradeLink Capital
Illinois
-$847K -6,372 Closed
TC
437
TwinBeech Capital
New York
-$796K -5,986 Closed
TC
438
TownSquare Capital
Utah
-$763K -5,739 Closed
SAM
439
Storebrand Asset Management
Norway
-$699K -5,262 Closed
YIH
440
Y-Intercept (HK)
Hong Kong
-$680K -5,119 Closed
SQA
441
Simon Quick Advisors
New Jersey
-$674K -5,071 Closed
VI
442
Vestcor Inc
New Brunswick, Canada
-$644K -4,845 Closed
IFU
443
iSAM Funds (UK)
United Kingdom
-$548K -4,126 Closed
FRM
444
Fox Run Management
Connecticut
-$540K -4,064 Closed
EGM
445
Engineers Gate Manager
New York
-$480K -3,608 Closed
JG
446
Jain Global
New York
-$456K -3,434 Closed
CFM
447
Catalyst Funds Management
Australia
-$372K -2,800 Closed
PTC
448
Petrus Trust Company
Texas
-$372K -2,795 Closed
GWMR
449
GC Wealth Management RIA
Massachusetts
-$370K -2,787 Closed
CC
450
Carlson Capital
Texas
-$346K -2,600 Closed