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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
SOADOR
201
State of Alaska Department of Revenue
Alaska
$866K
X
202
Xponance
Pennsylvania
$845K
OQS
203
Occudo Quantitative Strategies
Florida
$828K
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$816K
OTL
205
Oak Thistle LLC
New York
$805K
QCG
206
Quadrant Capital Group
Ohio
$803K
HighTower Advisors
207
HighTower Advisors
Illinois
$797K
BTI
208
Blue Trust Inc
Georgia
$780K
Prudential Financial
209
Prudential Financial
New Jersey
$747K
RI
210
Ridgewood Investments
New Jersey
$735K
Federated Hermes
211
Federated Hermes
Pennsylvania
$719K
PD
212
Point72 (DIFC)
United Arab Emirates
$718K
Neuberger Berman Group
213
Neuberger Berman Group
New York
$712K
LCM
214
Logan Capital Management
Pennsylvania
$700K
GI
215
GAMCO Investors
Connecticut
$691K
TI
216
Tidal Investments
Wisconsin
$686K
STA
217
Summit Trail Advisors
New York
$685K
FTWA
218
Fifth Third Wealth Advisors
Ohio
$684K
JAM
219
Jupiter Asset Management
United Kingdom
$660K
MP
220
Mangrove Partners
Connecticut
$615K
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$601K
SAM
222
Securian Asset Management
Minnesota
$586K
HBT
223
Hills Bank & Trust
Iowa
$582K
VPIM
224
Vanguard Personalized Indexing Management
California
$581K
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$566K