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Middleby

413 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, 105 increasing their positions, 179 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less capital invested

Capital invested by funds: $8.1B → $6.96B (-$1.14B)

41% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 179

60% less call options, than puts

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

Holders
413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.96M
Puts
$14.9M
Net Calls
Net Calls Change

Top Sellers

1 -$233M
2 -$100M
3 -$93.3M
4
Select Equity Group
Select Equity Group
New York
-$70.6M
5
Morgan Stanley
Morgan Stanley
New York
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
X
201
Xponance
Pennsylvania
$718K
Toronto Dominion Bank
202
Toronto Dominion Bank
Ontario, Canada
$686K
YIH
203
Y-Intercept (HK)
Hong Kong
$680K
CSP
204
Cary Street Partners
Virginia
$679K
SOADOR
205
State of Alaska Department of Revenue
Alaska
$677K
SQA
206
Simon Quick Advisors
New Jersey
$674K
AAP
207
Arax Advisory Partners
Colorado
$663K
RI
208
Ridgewood Investments
New Jersey
$661K
FC
209
FORA Capital
Florida
$659K
VOYA Investment Management
210
VOYA Investment Management
Georgia
$659K
Neuberger Berman Group
211
Neuberger Berman Group
New York
$650K
State of Wisconsin Investment Board
212
State of Wisconsin Investment Board
Wisconsin
$648K
LCM
213
Logan Capital Management
Pennsylvania
$646K
VI
214
Vestcor Inc
New Brunswick, Canada
$644K
GI
215
GAMCO Investors
Connecticut
$638K
FTWA
216
Fifth Third Wealth Advisors
Ohio
$630K
GAM
217
Gotham Asset Management
New York
$615K
TI
218
Tidal Investments
Wisconsin
$596K
BC
219
Burney Company
Virginia
$564K
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$562K
Federated Hermes
221
Federated Hermes
Pennsylvania
$554K
QCM
222
Qsemble Capital Management
New York
$550K
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$549K
IFU
224
iSAM Funds (UK)
United Kingdom
$548K
FRM
225
Fox Run Management
Connecticut
$540K