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Middleby

410 hedge funds and large institutions have $7.63B invested in Middleby in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 121 increasing their positions, 170 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $28.3M | Put options by funds: $12.1M

10% more capital invested

Capital invested by funds: $6.96B → $7.63B (+$671M)

10% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 71

1.39% less ownership

Funds ownership: 103.29%101.9% (-1.4%)

3% less funds holding

Funds holding: 424410 (-14)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 170

Holders
410
Holders Change
-14
Holders Change %
-3.3%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
121
Reduced
170
Closed
71
Calls
$28.3M
Puts
$12.1M
Net Calls
+$16.2M
Net Calls Change
+$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMINC
151
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.63M +$26.9K +205 +2%
SOMRS
152
State of Michigan Retirement System
Michigan
$1.62M -$26.3K -200 -2%
HFS
153
Hantz Financial Services
Michigan
$1.55M -$6.3K -48 -0.5%
NMIMC
154
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M -$3.28K -25 -0.2%
KK
155
KLP Kapitalforvaltning
Norway
$1.53M -$39.4K -300 -3%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$1.53M -$693K -5,277 -34%
Universal-Beteiligungs- und Servicegesellschaft
157
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.49M -$3.99M -30,400 -75%
CP
158
CenterBook Partners
Connecticut
$1.48M -$380K -2,893 -22%
Creative Planning
159
Creative Planning
Kansas
$1.42M -$246K -1,875 -16%
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$1.41M -$197K -1,500 -14%
OQS
161
Occudo Quantitative Strategies
Florida
$1.38M +$1.21M +9,249 New
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$1.37M -$26.3K -200 -2%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$1.3M -$696K -5,301 -38%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$1.3M -$132K -1,007 -10%
AIP
165
Ameritas Investment Partners
Nebraska
$1.26M -$32.4K -247 -3%
RWM
166
Ritholtz Wealth Management
New York
$1.26M -$396K -3,016 -26%
QC
167
Quent Capital
New York
$1.22M +$1.06M +8,100 +10,000%
LPL Financial
168
LPL Financial
California
$1.19M -$107K -813 -9%
AI
169
Atria Investments
North Carolina
$1.19M +$58.7K +447 +6%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$464K +3,538 +89%
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
$1.16M +$389K +2,960 +61%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$1.16M -$3.68K -28 -0.4%
N
173
Numerai
California
$1.14M +$1M +7,653 New
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$1.1M +$456K +3,471 +88%
RIM
175
Redwood Investment Management
Arizona
$1.1M +$969K +7,379 New