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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
HSBC Holdings
126
HSBC Holdings
United Kingdom
$2.46M +$2.17M +16,547 New
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$2.43M
SDIC
128
South Dakota Investment Council
South Dakota
$2.31M -$184K -1,400 -8%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.3M -$193K -1,473 -9%
FIM
130
Fruth Investment Management
Texas
$2.29M
VAG
131
VisionPoint Advisory Group
Texas
$2.23M +$317K +2,415 +19%
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$2.23M -$65.6K -500 -3%
Assenagon Asset Management
133
Assenagon Asset Management
Luxembourg
$2.21M -$1.99M -15,147 -50%
Luther King Capital Management (LKCM)
134
Luther King Capital Management (LKCM)
Texas
$2.19M
YCM
135
Yousif Capital Management
Michigan
$2.18M -$48.7K -371 -2%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$2.06M -$107K -813 -6%
Man Group
137
Man Group
United Kingdom
$2.02M +$956K +7,286 +116%
Citadel Advisors
138
Citadel Advisors
Florida
$2.02M -$783K -5,961 -31%
FCM
139
Fourpath Capital Management
Oklahoma
$2.01M -$65.6K -500 -4%
ASRS
140
Arizona State Retirement System
Arizona
$2M -$204K -1,554 -10%
CAU
141
Caxton Associates (UK)
$1.91M +$1.68M +12,831 New
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$1.9M -$26.3K -200 -2%
Bessemer Group
143
Bessemer Group
New Jersey
$1.83M +$455K +3,467 +39%
Renaissance Technologies
144
Renaissance Technologies
New York
$1.82M -$7.54M -57,400 -82%
EIP
145
Epoch Investment Partners
New York
$1.75M -$43.1M -328,589 -97%
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
$1.74M +$1.25M +9,539 +440%
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.72M -$48.6K -370 -3%
SSCM
148
Seven Six Capital Management
New York
$1.72M +$1.52M +11,550 New
OTL
149
Oak Thistle LLC
New York
$1.66M +$1.14M +8,664 +346%
FC
150
FORA Capital
Florida
$1.66M +$813K +6,190 +125%