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Middleby

424 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $8.61B → $8.1B (-$514M)

10% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 150

47% less call options, than puts

Call options by funds: $184M | Put options by funds: $348M

Holders
424
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$184M
Puts
$348M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
76
Raymond James Financial
Florida
$8.48M
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$8.35M
AQR Capital Management
78
AQR Capital Management
Connecticut
$8.13M
TI
79
Trexquant Investment
Connecticut
$8.06M
AA
80
Ancora Advisors
Ohio
$8.05M
AC
81
Addenda Capital
Quebec, Canada
$7.99M
BCM
82
Bares Capital Management
Texas
$7.87M
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$7.52M
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$7.35M
GF
85
Gabelli Funds
New York
$7.2M
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$6.92M
QT
87
Quantbot Technologies
New York
$6.4M
OCM
88
Olstein Capital Management
New York
$6.12M
Universal-Beteiligungs- und Servicegesellschaft
89
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.82M
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.78M
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$5.77M
Macquarie Group
92
Macquarie Group
Australia
$5.76M
HPCM
93
Hunter Perkins Capital Management
Illinois
$5.74M
ACM
94
Aquatic Capital Management
Illinois
$5.55M
WG
95
Winton Group
United Kingdom
$5.46M
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$5.35M
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$5.02M
Holocene Advisors
98
Holocene Advisors
New York
$4.89M
Citigroup
99
Citigroup
New York
$4.71M
TPSF
100
Texas Permanent School Fund
Texas
$4.62M