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Middleby

424 hedge funds and large institutions have $8.1B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $8.61B → $8.1B (-$514M)

10% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 150

47% less call options, than puts

Call options by funds: $184M | Put options by funds: $348M

Holders
424
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
$184M
Puts
$348M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$2.1M
Verition Fund Management
152
Verition Fund Management
Connecticut
$2.08M
SO
153
STRS Ohio
Ohio
$2.04M
FCM
154
Fourpath Capital Management
Oklahoma
$2.03M
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$2M
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.98M
SOMRS
157
State of Michigan Retirement System
Michigan
$1.85M
RWM
158
Ritholtz Wealth Management
New York
$1.83M
QC
159
Quadrature Capital
United Kingdom
$1.81M
AIC
160
Aurora Investment Counsel
Georgia
$1.77M
IMRF
161
Illinois Municipal Retirement Fund
Illinois
$1.75M
NMIMC
162
Northwestern Mutual Investment Management Company
Wisconsin
$1.72M
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$1.58M
KK
164
KLP Kapitalforvaltning
Norway
$1.58M
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$1.57M
Simplex Trading
166
Simplex Trading
Illinois
$1.5M
AIP
167
Ameritas Investment Partners
Nebraska
$1.5M
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$1.49M
HFS
169
Hantz Financial Services
Michigan
$1.47M
Bessemer Group
170
Bessemer Group
New Jersey
$1.46M
CCMINC
171
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.45M
PCM
172
Politan Capital Management
New York
$1.29M
VF
173
Virtu Financial
New York
$1.28M
URS
174
Utah Retirement Systems
Utah
$1.24M
JG
175
Jain Global
New York
$1.22M