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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
SAA
101
Southeast Asset Advisors
Georgia
$4.44M +$3.24K +23 +0.1%
Canada Life
102
Canada Life
Manitoba, Canada
$4.34M -$170K -1,210 -4%
IMC Chicago
103
IMC Chicago
Illinois
$4.31M +$448K +3,179 +12%
VVP
104
Vulcan Value Partners
Alabama
$4.21M -$13.9K -99 -0.3%
BHCM
105
Brevan Howard Capital Management
Jersey
$4.15M +$4.06M +28,835 New
MIM
106
MetLife Investment Management
New Jersey
$4.14M -$157K -1,114 -4%
Twin Tree Management
107
Twin Tree Management
Texas
$4.12M -$8.01M -56,859 -67%
Allianz Asset Management
108
Allianz Asset Management
Germany
$3.97M +$1.32M +9,392 +52%
1M
109
13D Management
New York
$3.76M -$109K -776 -3%
Millennium Management
110
Millennium Management
New York
$3.7M -$7.95M -56,446 -69%
TAM
111
Trillium Asset Management
Massachusetts
$3.68M -$207K -1,466 -5%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$3.62M -$3.75M -26,608 -51%
AB
113
Amalgamated Bank
New York
$3.51M -$35.6K -253 -1%
LSWM
114
Lorne Steinberg Wealth Management
Canada
$3.5M -$18.3K -130 -0.5%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$3.44M +$1.29M +9,149 +62%
GIA
116
GHP Investment Advisors
Colorado
$3.43M +$141 +1 +0%
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$3.43M +$2.47M +17,526 +278%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$3.23M -$161K -1,140 -5%
Comerica Bank
119
Comerica Bank
Texas
$3.2M -$64.4K -457 -2%
VRS
120
Virginia Retirement Systems
Virginia
$3.07M +$1.63M +11,600 +120%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$2.91M +$155K +1,102 +6%
PEAK6
122
PEAK6
Illinois
$2.83M -$2.96M -21,015 -52%
AACP
123
Advantage Alpha Capital Partners
California
$2.82M -$748K -5,311 -21%
ORI
124
Oak Ridge Investments
Illinois
$2.82M -$108K -770 -4%
Corient Private Wealth
125
Corient Private Wealth
Florida
$2.8M +$1.56M +11,102 +133%

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.