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Middleby

417 hedge funds and large institutions have $6.36B invested in Middleby in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 148 increasing their positions, 127 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $4.12M

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

17% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 127

1% more funds holding

Funds holding: 411417 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.09% less ownership

Funds ownership: 101.9%101.81% (-0.09%)

17% less capital invested

Capital invested by funds: $7.63B → $6.36B (-$1.28B)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
69
Increased
148
Reduced
127
Closed
56
Calls
$6.58M
Puts
$4.12M
Net Calls
+$2.46M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
$1.95M
FIM
127
Fruth Investment Management
Texas
$1.93M -$129K -850 -6%
IIM
128
INTECH Investment Management
Florida
$1.93M +$1.25M +8,252 +131%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$1.93M -$273K -1,800 -11%
VAG
130
VisionPoint Advisory Group
Texas
$1.91M -$88.7K -585 -4%
GAM
131
Gotham Asset Management
New York
$1.91M +$1.76M +11,581 +411%
YCM
132
Yousif Capital Management
Michigan
$1.89M -$107K -708 -5%
Man Group
133
Man Group
United Kingdom
$1.81M +$10.3K +68 +0.5%
STA
134
Summit Trail Advisors
New York
$1.79M +$977K +6,445 +91%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.78M +$91K +600 +5%
SC
136
SummitTX Capital
Texas
$1.78M +$2.03M +13,389 New
SAA
137
Southeast Asset Advisors
Georgia
$1.77M -$1.47M -9,723 -42%
ASRS
138
Arizona State Retirement System
Arizona
$1.74M -$48.4K -319 -2%
Creative Planning
139
Creative Planning
Kansas
$1.72M +$512K +3,379 +35%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$1.66M +$88.1K +581 +5%
LSV Asset Management
141
LSV Asset Management
Illinois
$1.64M +$1.88M +12,400 New
Vanguard Investments Australia
142
Vanguard Investments Australia
Australia
$1.62M +$1.85M +12,190 New
FCM
143
Fourpath Capital Management
Oklahoma
$1.55M -$273K -1,800 -13%
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.54M +$2.12K +14 +0.1%
CCMINC
145
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.53M +$95.1K +627 +6%
MF
146
Magnetar Financial
Illinois
$1.52M +$1.74M +11,451 New
SOMRS
147
State of Michigan Retirement System
Michigan
$1.47M +$30.3K +200 +2%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$1.43M +$83.8K +553 +5%
CP
149
CenterBook Partners
Connecticut
$1.42M +$106K +701 +7%
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$1.41M +$430K +2,833 +36%

MIDD Hedge Fund Activity: Q1 2026 in Review

417 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2026, worth a combined $6.36B — down 17% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MIDD positions and 56 closed out — a net gain of 13 holders — while 148 added to existing stakes and 127 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $97.4M. The largest seller was Select Equity Group, cutting an estimated $232M.

  • 417 institutional investors held Middleby (MIDD) as of Q1 2026, up from 411 in Q4 2025.
  • Funds reported $6.36B of Middleby stock for Q1 2026, down 17% quarter-over-quarter.
  • 69 funds opened new Middleby positions in Q1 2026 and 56 closed out, a net change of +13 holders.
  • The largest Middleby buyer in Q1 2026 was T. Rowe Price Associates, an estimated $97.4M added.
  • The largest Middleby seller in Q1 2026 was Select Equity Group, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2026.