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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
Fidelity Investments
101
Fidelity Investments
Massachusetts
$4.61M
SAA
102
Southeast Asset Advisors
Georgia
$4.44M
Canada Life
103
Canada Life
Manitoba, Canada
$4.34M
IMC Chicago
104
IMC Chicago
Illinois
$4.31M
VVP
105
Vulcan Value Partners
Alabama
$4.21M
BHCM
106
Brevan Howard Capital Management
Jersey
$4.15M
MIM
107
MetLife Investment Management
New Jersey
$4.14M
Twin Tree Management
108
Twin Tree Management
Texas
$4.12M
Allianz Asset Management
109
Allianz Asset Management
Germany
$3.97M
1M
110
13D Management
New York
$3.76M
Millennium Management
111
Millennium Management
New York
$3.7M
TAM
112
Trillium Asset Management
Massachusetts
$3.68M
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$3.62M
AB
114
Amalgamated Bank
New York
$3.51M
LSWM
115
Lorne Steinberg Wealth Management
Canada
$3.5M
Russell Investments Group
116
Russell Investments Group
United Kingdom
$3.44M
GIA
117
GHP Investment Advisors
Colorado
$3.43M
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$3.43M
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$3.23M
Comerica Bank
120
Comerica Bank
Texas
$3.2M
VRS
121
Virginia Retirement Systems
Virginia
$3.07M
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$2.91M
PEAK6
123
PEAK6
Illinois
$2.83M
AACP
124
Advantage Alpha Capital Partners
California
$2.82M
ORI
125
Oak Ridge Investments
Illinois
$2.82M