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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
GT
176
Glenmede Trust
Pennsylvania
$1.07M +$948K +7,218 New
STA
177
Summit Trail Advisors
New York
$1.05M -$961K -7,318 -51%
VA
178
Vident Advisory
Georgia
$1.02M +$119K +909 +15%
HF
179
HRT Financial
New York
$1M -$16.8M -127,704 -95%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$988K +$5.38K +41 +0.6%
FCBT
181
First Citizens Bank & Trust
North Carolina
$971K +$15K +114 +2%
Deutsche Bank
182
Deutsche Bank
Germany
$953K +$105K +797 +14%
SA
183
Sanctuary Advisors
Indiana
$950K -$47.1K -359 -5%
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
$941K -$673K -5,124 -45%
IIM
185
INTECH Investment Management
Florida
$938K +$451K +3,437 +120%
HP
186
Havemeyer Place
Connecticut
$886K +$782K +5,959 New
FCM
187
Fieldview Capital Management
Michigan
$871K +$429K +3,271 +127%
SNPAM
188
St. Nicholas Private Asset Management
Florida
$855K -$169K -1,290 -18%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$842K
Pacer Advisors
190
Pacer Advisors
Pennsylvania
$825K -$78.9K -601 -10%
QIM
191
Quantitative Investment Management
Virginia
$769K -$558K -4,251 -45%
PEAK6
192
PEAK6
Illinois
$764K +$674K +5,138 New
Toronto Dominion Bank
193
Toronto Dominion Bank
Ontario, Canada
$762K
Federated Hermes
194
Federated Hermes
Pennsylvania
$723K +$91K +693 +17%
GI
195
GAMCO Investors
Connecticut
$714K
HighTower Advisors
196
HighTower Advisors
Illinois
$709K -$118K -896 -16%
FTWA
197
Fifth Third Wealth Advisors
Ohio
$701K -$3.15K -24 -0.5%
SOADOR
198
State of Alaska Department of Revenue
Alaska
$688K -$61.7K -470 -9%
WIS
199
Wright Investors Service
Connecticut
$672K +$593K +4,520 New
X
200
Xponance
Pennsylvania
$649K -$136K -1,033 -19%