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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
Corient Private Wealth
126
Corient Private Wealth
Florida
$2.8M
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.79M
YCM
128
Yousif Capital Management
Michigan
$2.71M
SDIC
129
South Dakota Investment Council
South Dakota
$2.63M
OAM
130
Oppenheimer Asset Management
New York
$2.6M
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$2.59M
GAM
132
Gotham Asset Management
New York
$2.58M
PCM
133
Palisade Capital Management
New Jersey
$2.49M
Wolverine Trading
134
Wolverine Trading
Illinois
$2.44M
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.43M
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$2.39M
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$2.39M
EW
138
Evoke Wealth
California
$2.39M
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$2.36M
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$2.35M
SRC
142
Stone Run Capital
New York
$2.33M
FIM
143
Fruth Investment Management
Texas
$2.31M
Walleye Trading
144
Walleye Trading
New York
$2.26M
ASRS
145
Arizona State Retirement System
Arizona
$2.25M
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$2.22M
XT
147
XTX Topco
Cayman Islands
$2.21M
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$2.18M
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$2.16M
Luther King Capital Management (LKCM)
150
Luther King Capital Management (LKCM)
Texas
$2.12M