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Middleby
MIDD

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: 5 → 6 (+1)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% less funds holding

Funds holding: 425 → 424 (-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

Top Buyers

1
Invesco
Invesco
Georgia
+$129M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$82.8M
4
SCM
SG Capital Management
Illinois
+$57.7M
5
AI
Ariel Investments
Illinois
+$47M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$243M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$105M
3
JP Morgan Chase
JP Morgan Chase
New York
-$97.5M
4
Select Equity Group
Select Equity Group
New York
-$73.7M
5
Morgan Stanley
Morgan Stanley
New York
-$68.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
476
Migdal Insurance & Financial Holdings
Israel
– -$30K -206 Closed
GWM
477
Geneos Wealth Management
Colorado
– -$23.2K -161 Closed
TSMHT
478
Thurston Springer Miller Herd & Titak
Indiana
– -$20.2K -140 Closed
TPWA
479
Twin Peaks Wealth Advisors
California
– -$8.08K -62 Closed
WT
480
Whittier Trust
California
– -$7.34K -51 Closed
RAM
481
Riggs Asset Management
Pennsylvania
– -$4.46K -31 Closed
ADL
482
Asset Dedication LLC
California
– -$3.46K -24 Closed
AAS
483
Ameritas Advisory Services
Nebraska
– -$1.3K -9 Closed
MYIA
484
Mount Yale Investment Advisors
Colorado
– -$1.3K -9 Closed
NC
485
NewSquare Capital
Pennsylvania
– -$576 -4 Closed
NA
486
NewEdge Advisors
Louisiana
– -$288 -2 Closed
TIM
487
Tortoise Investment Management
New York
– -$288 -2 Closed
ACA
488
American Capital Advisory
Idaho
– -$144 -1 Closed
CIAS
489
CBIZ Investment Advisory Services
Ohio
– -$144 -1 Closed
16 17 18 19
20

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.