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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
AA
101
Ancora Advisors
Ohio
$3.85M
Canada Life
102
Canada Life
Manitoba, Canada
$3.65M
SAA
103
Southeast Asset Advisors
Georgia
$3.57M
JAM
104
Jupiter Asset Management
United Kingdom
$3.54M
LIP
105
Lighthouse Investment Partners
Florida
$3.46M
Russell Investments Group
106
Russell Investments Group
United Kingdom
$3.39M
Comerica Bank
107
Comerica Bank
Texas
$3.38M
TAM
108
Trillium Asset Management
Massachusetts
$3.36M
MIM
109
MetLife Investment Management
New Jersey
$3.19M
LSWM
110
Lorne Steinberg Wealth Management
Canada
$3.18M
Allianz Asset Management
111
Allianz Asset Management
Germany
$3.18M
GIA
112
GHP Investment Advisors
Colorado
$3.04M
PFSRSONJ
113
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.99M
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$2.99M
AB
115
Amalgamated Bank
New York
$2.87M
VRS
116
Virginia Retirement Systems
Virginia
$2.83M
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$2.82M
OAM
118
Oppenheimer Asset Management
New York
$2.62M
Citadel Advisors
119
Citadel Advisors
Florida
$2.6M
ORI
120
Oak Ridge Investments
Illinois
$2.56M
BAM
121
Broyhill Asset Management
North Carolina
$2.46M
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$2.42M
PCM
123
Palisade Capital Management
New Jersey
$2.38M
SDIC
124
South Dakota Investment Council
South Dakota
$2.25M
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.25M