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Middleby

424 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, 108 increasing their positions, 181 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% less funds holding

Funds holding: 425424 (-1)

1.46% less ownership

Funds ownership: 104.75%103.29% (-1.5%)

14% less capital invested

Capital invested by funds: $8.09B → $6.96B (-$1.13B)

40% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 181

60% less call options, than puts

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

Holders
424
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
108
Reduced
181
Closed
65
Calls
$5.96M
Puts
$14.9M
Net Calls
-$8.96M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$55.8M +$42.1M +303,293 +260%
SCM
27
SG Capital Management
Illinois
$55.3M +$57.7M +415,705 New
UBS Group
28
UBS Group
Switzerland
$51.6M -$9.73M -70,090 -15%
Boston Partners
29
Boston Partners
Massachusetts
$50.9M -$4.58M -33,015 -8%
EIP
30
Epoch Investment Partners
New York
$45.2M -$15.2M -109,286 -24%
AF
31
Aviso Financial
Ontario, Canada
$44.8M +$688K +4,957 +1%
Charles Schwab
32
Charles Schwab
California
$43M -$4.94M -35,556 -10%
Morgan Stanley
33
Morgan Stanley
New York
$41.4M -$68.3M -491,949 -61%
Voloridge Investment Management
34
Voloridge Investment Management
Florida
$29.9M +$13.3M +95,988 +75%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$28.1M +$7.46M +53,743 +34%
QCM
36
Quantinno Capital Management
New York
$25.3M +$11.4M +81,801 +75%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$23.9M
TD Asset Management
38
TD Asset Management
Ontario, Canada
$23.7M -$6.64M -47,846 -21%
Amundi
39
Amundi
France
$23.1M +$5.36M +38,631 +31%
Holocene Advisors
40
Holocene Advisors
New York
$22.4M +$18.7M +134,914 +397%
Millennium Management
41
Millennium Management
New York
$21.5M +$18.9M +135,925 +528%
Lazard Asset Management
42
Lazard Asset Management
New York
$20.7M -$272K -1,959 -1%
DMIC
43
Dixon Mitchell Investment Counsel
British Columbia, Canada
$19.9M -$4.04M -29,115 -16%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$19.3M -$215K -1,550 -1%
Impax Asset Management Group
45
Impax Asset Management Group
United Kingdom
$18.8M -$1.33M -9,558 -6%
UBS AM
46
UBS AM
Illinois
$18.3M -$10.2M -73,610 -35%
HF
47
HRT Financial
New York
$17.9M +$7.46M +53,718 +67%
Jane Street
48
Jane Street
New York
$17.7M -$33.3M -239,955 -64%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$17.5M -$1.92M -13,812 -10%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$17.3M +$1.98M +14,244 +12%

MIDD Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2025, worth a combined $6.96B — down 14% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 65 closed out — a net gain of 2 holders — while 108 added to existing stakes and 181 trimmed.

The largest buyer was Invesco, adding an estimated $129M. The largest seller was Bank of America, cutting an estimated $243M.

  • 424 institutional investors held Middleby (MIDD) as of Q3 2025, down from 425 in Q2 2025.
  • Funds reported $6.96B of Middleby stock for Q3 2025, down 14% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q3 2025 and 65 closed out, a net change of +2 holders.
  • The largest Middleby buyer in Q3 2025 was Invesco, an estimated $129M added.
  • The largest Middleby seller in Q3 2025 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2025.