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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$63.1M +$70.5K +537 +0.1%
Northern Trust
27
Northern Trust
Illinois
$60.4M -$4.09M -31,158 -7%
Boston Partners
28
Boston Partners
Massachusetts
$54.1M -$2.42M -18,425 -5%
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$50.2M +$39.5M +300,577 +804%
Charles Schwab
30
Charles Schwab
California
$48.3M +$197K +1,502 +0.5%
CB
31
Cooke & Bieler
Pennsylvania
$48.1M +$42.5M +323,623 New
Norges Bank
32
Norges Bank
Norway
$43.2M +$38.2M +290,843 New
UBS Group
33
UBS Group
Switzerland
$32.5M -$22.2M -169,105 -44%
QCM
34
Quantinno Capital Management
New York
$31.3M +$2.65M +20,203 +11%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$31.2M +$26.9M +204,923 +4,192%
Marshall Wace
36
Marshall Wace
United Kingdom
$30.5M -$28.2M -214,969 -51%
AQR Capital Management
37
AQR Capital Management
Connecticut
$27.1M +$16M +121,918 +203%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$26.6M -$5.99M -45,606 -20%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$26.6M -$154K -1,176 -0.7%
Lazard Asset Management
40
Lazard Asset Management
New York
$24.3M +$1.04M +7,912 +5%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$23.8M +$17.7M +134,742 +529%
Millennium Management
42
Millennium Management
New York
$23M -$944K -7,191 -4%
DMIC
43
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22.5M +$230K +1,752 +1%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$21.9M +$218K +1,660 +1%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$21.5M +$1.91M +14,535 +11%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$20.5M +$18.1M +138,000 New
Impax Asset Management Group
47
Impax Asset Management Group
United Kingdom
$19.9M -$1.01M -7,690 -5%
Squarepoint
48
Squarepoint
New York
$19.7M +$337K +2,569 +2%
UBS AM
49
UBS AM
Illinois
$18.8M -$1.41M -10,719 -8%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$18.7M -$713K -5,431 -4%