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Middleby
MIDD

Overview Fund Activity

421 hedge funds and large institutions have $8.09B invested in Middleby in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 135 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+15
Holders Change %
+3.69%
% of All Funds
5.65%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
71
Increased
135
Reduced
149
Closed
50
Calls
$184M
Puts
$348M
Net Calls
-$163M
Net Calls Change
+$14.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$399M
2
GIM
Garden Investment Management
Connecticut
$472M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$174M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$460M
5
Franklin Resources
Franklin Resources
California
$89.5M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$681M
2
AllianceBernstein
AllianceBernstein
Tennessee
$9.91M
3
Vanguard Group
Vanguard Group
Pennsylvania
$688M
4
Amundi
Amundi
France
$18.8M
5
Victory Capital Management
Victory Capital Management
Texas
$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
201
Xponance
Pennsylvania
$845K -$50.8K -353 -6%
OQS
202
Occudo Quantitative Strategies
Florida
$828K +$107K +745 +15%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$816K – – –
OTL
204
Oak Thistle LLC
New York
$805K +$805K +5,593 New
QCG
205
Quadrant Capital Group
Ohio
$803K +$183K +1,272 +30%
HighTower Advisors
206
HighTower Advisors
Illinois
$797K -$68.5K -476 -8%
BTI
207
Blue Trust Inc
Georgia
$780K +$37.7K +262 +5%
Prudential Financial
208
Prudential Financial
New Jersey
$747K +$100K +726 +15%
RI
209
Ridgewood Investments
New Jersey
$735K – – –
Federated Hermes
210
Federated Hermes
Pennsylvania
$719K -$14.5K -101 -2%
PD
211
Point72 (DIFC)
United Arab Emirates
$718K +$718K +4,987 New
Neuberger Berman Group
212
Neuberger Berman Group
New York
$712K -$150K -1,043 -17%
LCM
213
Logan Capital Management
Pennsylvania
$700K -$28.8K -200 -4%
GI
214
GAMCO Investors
Connecticut
$691K – – –
TI
215
Tidal Investments
Wisconsin
$686K +$275K +1,912 +67%
STA
216
Summit Trail Advisors
New York
$685K +$685K +4,756 New
FTWA
217
Fifth Third Wealth Advisors
Ohio
$684K +$432 +3 +0.1%
JAM
218
Jupiter Asset Management
United Kingdom
$660K +$660K +4,585 New
MP
219
Mangrove Partners
Connecticut
$615K +$615K +4,268 New
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$601K -$281K -1,953 -32%
SAM
221
Securian Asset Management
Minnesota
$586K – – –
HBT
222
Hills Bank & Trust
Iowa
$582K – – –
VPIM
223
Vanguard Personalized Indexing Management
California
$581K -$78.6K -545 -12%
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$566K -$41.5K -288 -7%
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
$563K -$115K -775 -17%
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