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Middleby

425 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 410425 (+15)

10% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 151

1.22% less ownership

Funds ownership: 105.97%104.75% (-1.2%)

6% less capital invested

Capital invested by funds: $8.63B → $8.09B (-$540M)

47% less call options, than puts

Call options by funds: $184M | Put options by funds: $348M

Holders
425
Holders Change
+15
Holders Change %
+3.66%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
136
Reduced
151
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AFCM
451
Applied Finance Capital Management
Puerto Rico
-$203K -1,336 Closed
PJSIMP
452
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$203K -1,336 Closed
CCM
453
Coldstream Capital Management
Washington
-$120K -787 Closed
LAM
454
Lummis Asset Management
Texas
-$95.1K -605 Closed
Mirae Asset Global ETFs Holdings
455
Mirae Asset Global ETFs Holdings
Hong Kong
-$65.7K -432 Closed
Mirae Asset Global Investments
456
Mirae Asset Global Investments
South Korea
-$62.2K -407 Closed
QC
457
Quent Capital
New York
-$54.7K -360 Closed
TH
458
TCTC Holdings
Texas
-$25.7K -169 Closed
SSG
459
Summit Securities Group
New York
-$16.3K -107 Closed
MG
460
Mather Group
Illinois
-$14.1K -93 Closed
ACA
461
Atlas Capital Advisors
Wyoming
-$13.2K -87 Closed
WF
462
Wayfinding Financial
Washington
-$11K -73 Closed
MF
463
Magnetar Financial
Illinois
-$5.78K -38 Closed
WT
464
Washington Trust
Rhode Island
-$5.78K -38 Closed
MAM
465
Meeder Asset Management
Ohio
-$4.56K -30 Closed
BF
466
BOK Financial
Oklahoma
-$2.43K -16 Closed
PB
467
Pinnacle Bancorp
Nebraska
-$1.82K -12 Closed
GFPC
468
Global Financial Private Client
Florida
-$1.67K -11 Closed
HWA
469
HHM Wealth Advisors
Tennessee
-$1.37K -9 Closed
FPF
470
First Pacific Financial
Washington
-$1.06K -7 Closed
CA
471
CoreCap Advisors
Michigan
-$912 -6 Closed
BFS
472
Bare Financial Services
Pennsylvania
-$608 -4 Closed
HFS
473
Hughes Financial Services
Virginia
-$611 -4 Closed
S
474
Sachetta
Massachusetts
-$608 -4 Closed
BWL
475
Bogart Wealth LLC
Virginia
-$456 -3 Closed

MIDD Hedge Fund Activity: Q2 2025 in Review

425 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2025, worth a combined $8.09B — down 6.3% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MIDD positions and 50 closed out — a net gain of 20 holders — while 136 added to existing stakes and 151 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $129M. The largest seller was Select Equity Group, cutting an estimated $111M.

  • 425 institutional investors held Middleby (MIDD) as of Q2 2025, up from 410 in Q1 2025.
  • Funds reported $8.09B of Middleby stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 70 funds opened new Middleby positions in Q2 2025 and 50 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q2 2025 was JP Morgan Chase, an estimated $129M added.
  • The largest Middleby seller in Q2 2025 was Select Equity Group, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2025.