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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
Creative Planning
151
Creative Planning
Kansas
$1.52M
AIC
152
Aurora Investment Counsel
Georgia
$1.49M
SOMRS
153
State of Michigan Retirement System
Michigan
$1.48M
ET
154
Entropy Technologies
New York
$1.45M
CCMINC
155
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.43M
KK
156
KLP Kapitalforvaltning
Norway
$1.41M
HFS
157
Hantz Financial Services
Michigan
$1.39M
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M
PCM
159
Politan Capital Management
New York
$1.36M
XT
160
XTX Topco
Cayman Islands
$1.32M
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$1.29M
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$1.25M
QIM
163
Quantitative Investment Management
Virginia
$1.25M
BHCM
164
Brevan Howard Capital Management
Jersey
$1.21M
Ensign Peak Advisors
165
Ensign Peak Advisors
Utah
$1.21M
Bessemer Group
166
Bessemer Group
New Jersey
$1.18M
LPL Financial
167
LPL Financial
California
$1.17M
AWA
168
Aaron Wealth Advisors
Illinois
$1.16M
AIP
169
Ameritas Investment Partners
Nebraska
$1.16M
DFCM
170
Dark Forest Capital Management
Puerto Rico
$1.16M
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$1.14M
Grantham, Mayo, Van Otterloo & Co (GMO)
172
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.1M
Corient Private Wealth
173
Corient Private Wealth
Florida
$1.04M
CIBC World Market
174
CIBC World Market
Ontario, Canada
$1.04M
BCM
175
Bayesian Capital Management
New York
$1.02M