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Middleby

425 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 151 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 50

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4% more funds holding

Funds holding: 410425 (+15)

10% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 151

1.22% less ownership

Funds ownership: 105.97%104.75% (-1.2%)

6% less capital invested

Capital invested by funds: $8.63B → $8.09B (-$540M)

47% less call options, than puts

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

Holders
425
Holders Change
+15
Holders Change %
+3.66%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
70
Increased
136
Reduced
151
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
176
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.2M +$1.17M +8,300 New
EI
177
Ethic Inc
New York
$1.16M -$28K -199 -2%
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$1.16M -$57.8K -410 -5%
LPL Financial
179
LPL Financial
California
$1.14M +$32.8K +233 +3%
SG Americas Securities
180
SG Americas Securities
New York
$1.13M +$480K +3,406 +76%
CIBC World Market
181
CIBC World Market
Ontario, Canada
$1.12M +$22.5K +160 +2%
NICM
182
Neo Ivy Capital Management
New York
$1.11M +$1.09M +7,732 New
Point72 Asset Management
183
Point72 Asset Management
Connecticut
$1.1M +$1.08M +7,663 New
Creative Planning
184
Creative Planning
Kansas
$1.08M -$5.5K -39 -0.5%
GIM
185
Glenmede Investment Management
Pennsylvania
$1.06M +$1.04M +7,395 New
TPCW
186
TD Private Client Wealth
New York
$1.05M -$60.4K -429 -6%
SNPAM
187
St. Nicholas Private Asset Management
Florida
$1.02M -$40.9K -290 -4%
Envestnet Portfolio Solutions
188
Envestnet Portfolio Solutions
Illinois
$1.02M +$705K +5,004 +237%
SSA
189
Schonfeld Strategic Advisors
New York
$952K -$6.04M -42,860 -87%
VOYA Investment Management
190
VOYA Investment Management
Georgia
$926K -$1.86M -13,236 -67%
SA
191
Sanctuary Advisors
Indiana
$908K -$166K -1,175 -16%
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$905K -$356K -2,526 -29%
FCBT
193
First Citizens Bank & Trust
North Carolina
$898K +$641K +4,553 +271%
BC
194
Burney Company
Virginia
$895K -$705K -5,007 -45%
VI
195
Versor Investments
New York
$893K +$874K +6,202 New
EF
196
Empowered Funds
Pennsylvania
$892K +$873K +6,196 New
BPC
197
Bryce Point Capital
New York
$883K +$864K +6,130 New
TC
198
TownSquare Capital
Utah
$878K -$161K -1,140 -16%
SQA
199
Simon Quick Advisors
New Jersey
$878K -$94.4K -670 -10%
Mariner
200
Mariner
Kansas
$872K -$307K -2,176 -26%

MIDD Hedge Fund Activity: Q2 2025 in Review

425 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q2 2025, worth a combined $8.09B — down 6.3% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MIDD positions and 50 closed out — a net gain of 20 holders — while 136 added to existing stakes and 151 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $129M. The largest seller was Select Equity Group, cutting an estimated $111M.

  • 425 institutional investors held Middleby (MIDD) as of Q2 2025, up from 410 in Q1 2025.
  • Funds reported $8.09B of Middleby stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 70 funds opened new Middleby positions in Q2 2025 and 50 closed out, a net change of +20 holders.
  • The largest Middleby buyer in Q2 2025 was JP Morgan Chase, an estimated $129M added.
  • The largest Middleby seller in Q2 2025 was Select Equity Group, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2025.