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Middleby

413 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, 105 increasing their positions, 179 reducing their positions, and 67 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 ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $8.1B → $6.96B (-$1.14B)

41% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
413
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 -$233M
2 -$100M
3 -$93.3M
4
Select Equity Group
Select Equity Group
New York
-$70.6M
5
Morgan Stanley
Morgan Stanley
New York
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
451
Two Sigma Securities
New York
Stifel Financial
452
Stifel Financial
Missouri
Commonwealth Equity Services
453
Commonwealth Equity Services
Massachusetts
NWAG
454
Net Worth Advisory Group
Utah
Truist Financial
455
Truist Financial
North Carolina
DS
456
DRW Securities
Illinois
PAS
457
Point72 Asia (Singapore)
Singapore
SC
458
Savant Capital
Illinois
NGA
459
Naples Global Advisors
Florida
ECM
460
Everence Capital Management
Indiana
BIAS
461
Beacon Investment Advisory Services
New Jersey
BCI
462
Brinker Capital Investments
Pennsylvania
VWM
463
Venturi Wealth Management
Texas
BNP Paribas Asset Management
464
BNP Paribas Asset Management
France
AI
465
AdvisorShares Investments
Maryland
ACM
466
Aster Capital Management
United Arab Emirates
MIFH
467
Migdal Insurance & Financial Holdings
Israel
GWM
468
Geneos Wealth Management
Colorado
TSMHT
469
Thurston Springer Miller Herd & Titak
Indiana
TPWA
470
Twin Peaks Wealth Advisors
California
WT
471
Whittier Trust
California
RAM
472
Riggs Asset Management
Pennsylvania
ADL
473
Asset Dedication LLC
California
AAS
474
Ameritas Advisory Services
Nebraska
MYIA
475
Mount Yale Investment Advisors
Colorado