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Middleby

425 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 410425 (+15)

10% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 151

1.22% less ownership

Funds ownership: 105.97%104.75% (-1.2%)

6% less capital invested

Capital invested by funds: $8.63B → $8.09B (-$540M)

47% less call options, than puts

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

Holders
425
Holders Change
+15
Holders Change %
+3.66%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
136
Reduced
151
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
76
Raymond James Financial
Florida
$8.48M -$1.32M -9,395 -14%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$8.35M +$730K +5,179 +10%
AQR Capital Management
78
AQR Capital Management
Connecticut
$8.13M -$56.5K -401 -0.7%
TI
79
Trexquant Investment
Connecticut
$8.06M -$2.81M -19,946 -26%
AA
80
Ancora Advisors
Ohio
$8.05M +$5.36M +38,070 +214%
AC
81
Addenda Capital
Quebec, Canada
$7.99M +$149K +1,058 +2%
BCM
82
Bares Capital Management
Texas
$7.87M +$7.7M +54,625 New
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$7.52M +$6.98M +49,552 +1,862%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$7.35M -$25.9K -184 -0.4%
GF
85
Gabelli Funds
New York
$7.2M
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$6.92M +$45.9K +326 +0.7%
QT
87
Quantbot Technologies
New York
$6.4M +$1.95M +13,852 +45%
OCM
88
Olstein Capital Management
New York
$6.12M +$558K +3,962 +10%
Universal-Beteiligungs- und Servicegesellschaft
89
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.82M +$416K +2,953 +8%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.78M -$523K -3,715 -8%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$5.77M +$46.5K +330 +0.8%
Macquarie Group
92
Macquarie Group
Australia
$5.76M -$1.09M -7,754 -16%
HPCM
93
Hunter Perkins Capital Management
Illinois
$5.74M +$33.1K +235 +0.6%
ACM
94
Aquatic Capital Management
Illinois
$5.55M -$2.52M -17,865 -32%
WG
95
Winton Group
United Kingdom
$5.46M +$5.35M +37,938 New
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$5.35M +$5.23M +37,141 New
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$5.02M +$357K +2,531 +8%
Holocene Advisors
98
Holocene Advisors
New York
$4.89M -$39.3M -279,068 -89%
Citigroup
99
Citigroup
New York
$4.71M +$1.12M +7,942 +32%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$4.61M -$7.22M -51,243 -62%

MIDD Hedge Fund Activity: Q2 2025 in Review

425 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2025, worth a combined $8.09B — down 6.3% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MIDD positions and 50 closed out — a net gain of 20 holders — while 136 added to existing stakes and 151 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $129M. The largest seller was Select Equity Group, cutting an estimated $111M.

  • 425 institutional investors held Middleby (MIDD) as of Q2 2025, up from 410 in Q1 2025.
  • Funds reported $8.09B of Middleby stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 70 funds opened new Middleby positions in Q2 2025 and 50 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q2 2025 was JP Morgan Chase, an estimated $129M added.
  • The largest Middleby seller in Q2 2025 was Select Equity Group, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2025.