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Middleby

415 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 106 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: 106 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
415
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
M&T Bank
451
M&T Bank
New York
SC
452
SummitTX Capital
Texas
Group One Trading
453
Group One Trading
Illinois
TSS
454
Two Sigma Securities
New York
Stifel Financial
455
Stifel Financial
Missouri
Commonwealth Equity Services
456
Commonwealth Equity Services
Massachusetts
NWAG
457
Net Worth Advisory Group
Utah
Truist Financial
458
Truist Financial
North Carolina
DS
459
DRW Securities
Illinois
PAS
460
Point72 Asia (Singapore)
Singapore
SC
461
Savant Capital
Illinois
NGA
462
Naples Global Advisors
Florida
ECM
463
Everence Capital Management
Indiana
BIAS
464
Beacon Investment Advisory Services
New Jersey
BCI
465
Brinker Capital Investments
Pennsylvania
VWM
466
Venturi Wealth Management
Texas
BNP Paribas Asset Management
467
BNP Paribas Asset Management
France
AI
468
AdvisorShares Investments
Maryland
ACM
469
Aster Capital Management
United Arab Emirates
MIFH
470
Migdal Insurance & Financial Holdings
Israel
GWM
471
Geneos Wealth Management
Colorado
TSMHT
472
Thurston Springer Miller Herd & Titak
Indiana
TPWA
473
Twin Peaks Wealth Advisors
California
WT
474
Whittier Trust
California
RAM
475
Riggs Asset Management
Pennsylvania