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Middleby

424 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, 108 increasing their positions, 181 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% less funds holding

Funds holding: 425424 (-1)

1.46% less ownership

Funds ownership: 104.75%103.29% (-1.5%)

14% less capital invested

Capital invested by funds: $8.09B → $6.96B (-$1.13B)

40% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 181

60% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $14.9M

Holders
424
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
108
Reduced
181
Closed
65
Calls
$5.96M
Puts
$14.9M
Net Calls
-$8.96M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$1.52M +$542K +3,904 +52%
AIC
152
Aurora Investment Counsel
Georgia
$1.49M -$152K -1,094 -9%
SOMRS
153
State of Michigan Retirement System
Michigan
$1.48M -$236K -1,700 -13%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$1.46M
ET
155
Entropy Technologies
New York
$1.45M +$1.51M +10,890 New
CCMINC
156
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.43M +$90.9K +655 +7%
KK
157
KLP Kapitalforvaltning
Norway
$1.41M -$55.5K -400 -4%
HFS
158
Hantz Financial Services
Michigan
$1.39M +$40.8K +294 +3%
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M -$215K -1,548 -13%
PCM
160
Politan Capital Management
New York
$1.36M +$172K +1,242 +14%
XT
161
XTX Topco
Cayman Islands
$1.32M -$748K -5,390 -35%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$1.29M -$86.8K -625 -6%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$1.25M -$208K -1,500 -14%
QIM
164
Quantitative Investment Management
Virginia
$1.25M +$1.31M +9,424 New
BHCM
165
Brevan Howard Capital Management
Jersey
$1.21M -$2.74M -19,716 -68%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$1.21M -$1,000K -7,200 -44%
Bessemer Group
167
Bessemer Group
New Jersey
$1.18M -$183K -1,317 -13%
LPL Financial
168
LPL Financial
California
$1.17M +$129K +930 +12%
AWA
169
Aaron Wealth Advisors
Illinois
$1.16M +$1.22M +8,761 New
AIP
170
Ameritas Investment Partners
Nebraska
$1.16M -$228K -1,644 -16%
DFCM
171
Dark Forest Capital Management
Puerto Rico
$1.16M +$1.21M +8,733 New
Royal Bank of Canada
172
Royal Bank of Canada
Ontario, Canada
$1.14M -$946K -6,815 -44%
Grantham, Mayo, Van Otterloo & Co (GMO)
173
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.1M
Corient Private Wealth
174
Corient Private Wealth
Florida
$1.04M -$1.61M -11,626 -60%
CIBC World Market
175
CIBC World Market
Ontario, Canada
$1.04M +$8.19K +59 +0.8%

MIDD Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2025, worth a combined $6.96B — down 14% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 65 closed out — a net gain of 2 holders — while 108 added to existing stakes and 181 trimmed.

The largest buyer was Invesco, adding an estimated $129M. The largest seller was Bank of America, cutting an estimated $243M.

  • 424 institutional investors held Middleby (MIDD) as of Q3 2025, down from 425 in Q2 2025.
  • Funds reported $6.96B of Middleby stock for Q3 2025, down 14% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q3 2025 and 65 closed out, a net change of +2 holders.
  • The largest Middleby buyer in Q3 2025 was Invesco, an estimated $129M added.
  • The largest Middleby seller in Q3 2025 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2025.