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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
T. Rowe Price Investment Management
126
T. Rowe Price Investment Management
Maryland
$2.2M
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$2.17M
AACP
128
Advantage Alpha Capital Partners
California
$2.16M
PCP
129
Pacific Capital Partners
$2.14M
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$2.11M
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$2.07M
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$2.06M
FIM
133
Fruth Investment Management
Texas
$2.05M
YCM
134
Yousif Capital Management
Michigan
$2.04M
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$2.01M
ASRS
136
Arizona State Retirement System
Arizona
$2M
Luther King Capital Management (LKCM)
137
Luther King Capital Management (LKCM)
Texas
$1.95M
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$1.95M
STA
139
Summit Trail Advisors
New York
$1.91M
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$1.88M
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$1.87M
FCM
142
Fourpath Capital Management
Oklahoma
$1.86M
Verition Fund Management
143
Verition Fund Management
Connecticut
$1.86M
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$1.73M
CP
145
CenterBook Partners
Connecticut
$1.71M
VAG
146
VisionPoint Advisory Group
Texas
$1.67M
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.59M
Citigroup
148
Citigroup
New York
$1.56M
RWM
149
Ritholtz Wealth Management
New York
$1.53M
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$1.52M