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Middleby

413 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, 105 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: 105 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
413
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
LWIC
76
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.91M
MOACM
77
Mutual of America Capital Management
New York
$8.29M
AllianceBernstein
78
AllianceBernstein
Tennessee
$8.22M
AQR Capital Management
79
AQR Capital Management
Connecticut
$7.99M
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$7.93M
Barclays
81
Barclays
United Kingdom
$7.78M
OCM
82
Olstein Capital Management
New York
$7.58M
AC
83
Addenda Capital
Quebec, Canada
$7.55M
BCM
84
Bares Capital Management
Texas
$7.26M
American Century Companies
85
American Century Companies
Missouri
$7.1M
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$6.78M
GF
87
Gabelli Funds
New York
$6.65M
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$6.38M
Two Sigma Advisers
89
Two Sigma Advisers
New York
$6.29M
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$6.07M
SCI
91
S&CO Inc
Massachusetts
$5.56M
Universal-Beteiligungs- und Servicegesellschaft
92
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.37M
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$5.23M
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$4.97M
Macquarie Group
95
Macquarie Group
Australia
$4.88M
CCS
96
Concentric Capital Strategies
Connecticut
$4.7M
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.67M
HPCM
98
Hunter Perkins Capital Management
Illinois
$4.33M
Fidelity Investments
99
Fidelity Investments
Massachusetts
$4.05M
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$3.99M