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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
SOADOR
201
State of Alaska Department of Revenue
Alaska
$866K -$40.2K -285 -5%
X
202
Xponance
Pennsylvania
$845K -$49.7K -353 -6%
OQS
203
Occudo Quantitative Strategies
Florida
$828K +$105K +745 +15%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$816K
OTL
205
Oak Thistle LLC
New York
$805K +$788K +5,593 New
QCG
206
Quadrant Capital Group
Ohio
$803K +$179K +1,272 +30%
HighTower Advisors
207
HighTower Advisors
Illinois
$797K -$67.1K -476 -8%
BTI
208
Blue Trust Inc
Georgia
$780K +$36.9K +262 +5%
SAM
209
Storebrand Asset Management
Norway
$758K
Prudential Financial
210
Prudential Financial
New Jersey
$747K +$102K +726 +15%
RI
211
Ridgewood Investments
New Jersey
$735K
Federated Hermes
212
Federated Hermes
Pennsylvania
$719K -$14.2K -101 -2%
PD
213
Point72 (DIFC)
United Arab Emirates
$718K +$703K +4,987 New
Neuberger Berman Group
214
Neuberger Berman Group
New York
$712K -$147K -1,043 -17%
LCM
215
Logan Capital Management
Pennsylvania
$700K -$28.2K -200 -4%
GI
216
GAMCO Investors
Connecticut
$691K
TI
217
Tidal Investments
Wisconsin
$686K +$269K +1,912 +67%
STA
218
Summit Trail Advisors
New York
$685K +$670K +4,756 New
FTWA
219
Fifth Third Wealth Advisors
Ohio
$684K +$423 +3 +0.1%
JAM
220
Jupiter Asset Management
United Kingdom
$660K +$646K +4,585 New
MP
221
Mangrove Partners
Connecticut
$615K +$601K +4,268 New
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$601K -$275K -1,953 -32%
SAM
223
Securian Asset Management
Minnesota
$586K
HBT
224
Hills Bank & Trust
Iowa
$582K
VPIM
225
Vanguard Personalized Indexing Management
California
$581K -$76.8K -545 -12%

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.