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Middleby

410 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 170 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $28.3M | Put options by funds: $12.1M

10% more capital invested

Capital invested by funds: $6.96B → $7.63B (+$671M)

10% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 71

1.39% less ownership

Funds ownership: 103.29%101.9% (-1.4%)

3% less funds holding

Funds holding: 424410 (-14)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 170

Holders
410
Holders Change
-14
Holders Change %
-3.3%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
121
Reduced
170
Closed
71
Calls
$28.3M
Puts
$12.1M
Net Calls
+$16.2M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$3.69M -$75.4K -574 -2%
Capital Fund Management (CFM)
102
Capital Fund Management (CFM)
France
$3.62M +$3.19M +24,335 New
LSWM
103
Lorne Steinberg Wealth Management
Canada
$3.54M -$20.3K -155 -0.6%
Allianz Asset Management
104
Allianz Asset Management
Germany
$3.53M -$21.9K -167 -0.7%
SAA
105
Southeast Asset Advisors
Georgia
$3.43M -$501K -3,819 -14%
VRS
106
Virginia Retirement Systems
Virginia
$3.4M +$210K +1,600 +8%
MIM
107
MetLife Investment Management
New Jersey
$3.37M -$179K -1,365 -6%
PCM
108
Palisade Capital Management
New Jersey
$3.33M +$583K +4,442 +25%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$3.24M +$906K +6,901 +46%
PCP
110
Pacific Capital Partners
$3.22M +$729K +5,555 +34%
AB
111
Amalgamated Bank
New York
$3.14M -$63.4K -483 -2%
TAM
112
Trillium Asset Management
Massachusetts
$3.14M -$648K -4,937 -20%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$3.11M -$36.5K -278 -1%
GIA
114
GHP Investment Advisors
Colorado
$3.1M -$264K -2,012 -9%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$3.07M -$239K -1,823 -8%
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.98M -$315K -2,401 -11%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$2.97M -$8.37M -63,782 -76%
OAM
118
Oppenheimer Asset Management
New York
$2.94M +$5.12K +39 +0.2%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$2.88M +$1.41M +10,758 +125%
ACM
120
Aquatic Capital Management
Illinois
$2.88M -$6.28M -47,820 -71%
MOACM
121
Mutual of America Capital Management
New York
$2.87M -$5.65M -43,071 -69%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$2.82M +$106K +810 +4%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$2.76M -$1.56M -11,885 -39%
CEI
124
Clark Estates Inc
New York
$2.75M +$2.43M +18,500 New
TD Asset Management
125
TD Asset Management
Ontario, Canada
$2.62M -$21.1M -161,016 -90%