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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
AI
176
Atria Investments
North Carolina
$1.21M
Grantham, Mayo, Van Otterloo & Co (GMO)
177
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.2M
EI
178
Ethic Inc
New York
$1.16M
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$1.16M
LPL Financial
180
LPL Financial
California
$1.14M
SG Americas Securities
181
SG Americas Securities
New York
$1.13M
CIBC World Market
182
CIBC World Market
Ontario, Canada
$1.12M
NICM
183
Neo Ivy Capital Management
New York
$1.11M
Point72 Asset Management
184
Point72 Asset Management
Connecticut
$1.1M
Creative Planning
185
Creative Planning
Kansas
$1.08M
GIM
186
Glenmede Investment Management
Pennsylvania
$1.06M
TPCW
187
TD Private Client Wealth
New York
$1.05M
SNPAM
188
St. Nicholas Private Asset Management
Florida
$1.02M
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$1.02M
SSA
190
Schonfeld Strategic Advisors
New York
$952K
VOYA Investment Management
191
VOYA Investment Management
Georgia
$926K
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$905K
FCBT
193
First Citizens Bank & Trust
North Carolina
$898K
BC
194
Burney Company
Virginia
$895K
VI
195
Versor Investments
New York
$893K
EF
196
Empowered Funds
Pennsylvania
$892K
BPC
197
Bryce Point Capital
New York
$883K
TC
198
TownSquare Capital
Utah
$878K
SQA
199
Simon Quick Advisors
New Jersey
$878K
Mariner
200
Mariner
Kansas
$872K