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Middleby

406 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 120 increasing their positions, 170 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 70

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 170

Holders
406
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
$28.3M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
151
State of Michigan Retirement System
Michigan
$1.62M
HFS
152
Hantz Financial Services
Michigan
$1.55M
NMIMC
153
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M
KK
154
KLP Kapitalforvaltning
Norway
$1.53M
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$1.53M
Universal-Beteiligungs- und Servicegesellschaft
156
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.49M
CP
157
CenterBook Partners
Connecticut
$1.48M
Creative Planning
158
Creative Planning
Kansas
$1.42M
NMERB
159
New Mexico Educational Retirement Board
New Mexico
$1.41M
OQS
160
Occudo Quantitative Strategies
Florida
$1.38M
OPERF
161
Oregon Public Employees Retirement Fund
Oregon
$1.37M
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$1.3M
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$1.3M
AIP
164
Ameritas Investment Partners
Nebraska
$1.26M
RWM
165
Ritholtz Wealth Management
New York
$1.26M
QC
166
Quent Capital
New York
$1.22M
LPL Financial
167
LPL Financial
California
$1.19M
AI
168
Atria Investments
North Carolina
$1.19M
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$1.18M
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$1.16M
CIBC World Market
171
CIBC World Market
Ontario, Canada
$1.16M
N
172
Numerai
California
$1.14M
Mercer Global Advisors
173
Mercer Global Advisors
Colorado
$1.1M
RIM
174
Redwood Investment Management
Arizona
$1.1M
GT
175
Glenmede Trust
Pennsylvania
$1.07M