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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
Wells Fargo
51
Wells Fargo
California
$17.6M -$1.44M -11,003 -9%
DC
52
Dendur Capital
New York
$15.1M +$13.3M +101,500 New
Raymond James Financial
53
Raymond James Financial
Florida
$14.9M +$895K +6,819 +7%
Principal Financial Group
54
Principal Financial Group
Iowa
$14.8M -$520K -3,959 -4%
First Trust Advisors
55
First Trust Advisors
Illinois
$14.3M -$2.13M -16,204 -14%
N
56
Nuveen
North Carolina
$14.2M -$2.53M -19,284 -17%
AA
57
Ancora Advisors
Ohio
$14.2M +$8.73M +66,502 +230%
Swiss National Bank
58
Swiss National Bank
Switzerland
$14.1M -$459K -3,500 -4%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$14M -$519K -3,957 -4%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$13.1M -$99.4K -757 -0.8%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$12.5M +$15.6K +119 +0.1%
Allspring Global Investments
62
Allspring Global Investments
North Carolina
$12M +$10.4M +79,461 New
WCM
63
Wedge Capital Management
North Carolina
$12M -$999K -7,612 -9%
Goldman Sachs
64
Goldman Sachs
New York
$11.2M -$1.69M -12,857 -15%
Legal & General Group
65
Legal & General Group
United Kingdom
$10.8M -$880K -6,707 -8%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$10.4M +$7.32M +55,787 +394%
VVP
67
Vulcan Value Partners
Alabama
$10.4M -$105K -799 -1%
Barclays
68
Barclays
United Kingdom
$9.91M +$1.07M +8,124 +14%
LWIC
69
Leith Wheeler Investment Counsel
British Columbia, Canada
$9.62M -$298K -2,272 -3%
Citigroup
70
Citigroup
New York
$9.5M +$6.85M +52,165 +444%
AllianceBernstein
71
AllianceBernstein
Tennessee
$9.28M +$76.9K +586 +0.9%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.89M +$3.19M +24,278 +69%
HA
73
Heartland Advisors
Wisconsin
$7.98M -$2.29M -17,462 -25%
GF
74
Gabelli Funds
New York
$7.43M
Holocene Advisors
75
Holocene Advisors
New York
$7.25M -$15.8M -120,128 -71%