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Middleby

424 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, 108 increasing their positions, 181 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% less funds holding

Funds holding: 425424 (-1)

1.46% less ownership

Funds ownership: 104.75%103.29% (-1.5%)

14% less capital invested

Capital invested by funds: $8.09B → $6.96B (-$1.13B)

40% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 181

60% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $14.9M

Holders
424
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
108
Reduced
181
Closed
65
Calls
$5.96M
Puts
$14.9M
Net Calls
-$8.96M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
126
T. Rowe Price Investment Management
Maryland
$2.2M +$2M +14,379 +654%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$2.17M
AACP
128
Advantage Alpha Capital Partners
California
$2.16M -$459K -3,307 -17%
PCP
129
Pacific Capital Partners
$2.14M +$2.24M +16,126 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$2.11M +$186K +1,343 +9%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$2.07M -$1.15M -8,281 -35%
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$2.06M +$222K +1,600 +12%
FIM
133
Fruth Investment Management
Texas
$2.05M -$83.3K -600 -4%
YCM
134
Yousif Capital Management
Michigan
$2.04M -$478K -3,444 -18%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$2.01M
ASRS
136
Arizona State Retirement System
Arizona
$2M -$86.5K -623 -4%
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 -$774K -5,573 -28%
STA
139
Summit Trail Advisors
New York
$1.91M +$1.33M +9,609 +202%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$1.88M -$12.7M -91,767 -87%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$1.87M -$359K -2,583 -16%
FCM
142
Fourpath Capital Management
Oklahoma
$1.86M -$13.9K -100 -0.7%
Verition Fund Management
143
Verition Fund Management
Connecticut
$1.86M -$66.5K -479 -3%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$1.73M -$278K -2,000 -13%
CP
145
CenterBook Partners
Connecticut
$1.71M +$1.79M +12,870 New
VAG
146
VisionPoint Advisory Group
Texas
$1.67M +$1.75M +12,588 New
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.59M -$246K -1,774 -13%
Citigroup
148
Citigroup
New York
$1.56M -$2.91M -20,988 -64%
RWM
149
Ritholtz Wealth Management
New York
$1.53M -$169K -1,218 -10%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$1.52M -$713K -5,135 -31%

MIDD Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2025, worth a combined $6.96B — down 14% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 65 closed out — a net gain of 2 holders — while 108 added to existing stakes and 181 trimmed.

The largest buyer was Invesco, adding an estimated $129M. The largest seller was Bank of America, cutting an estimated $243M.

  • 424 institutional investors held Middleby (MIDD) as of Q3 2025, down from 425 in Q2 2025.
  • Funds reported $6.96B of Middleby stock for Q3 2025, down 14% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q3 2025 and 65 closed out, a net change of +2 holders.
  • The largest Middleby buyer in Q3 2025 was Invesco, an estimated $129M added.
  • The largest Middleby seller in Q3 2025 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2025.