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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
NYLIM
201
New York Life Investment Management
New York
$649K +$573K +4,365 New
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$642K +$11.9K +91 +2%
BTI
203
Blue Trust Inc
Georgia
$641K -$176K -1,338 -24%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$636K +$45.2K +344 +9%
Group One Trading
205
Group One Trading
Illinois
$634K +$560K +4,266 New
BBHC
206
Brown Brothers Harriman & Co
New York
$626K +$279K +2,122 +102%
P
207
&Partners
Tennessee
$610K +$230K +1,755 +75%
SOW
208
State of Wyoming
Wyoming
$597K +$527K +4,015 New
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$594K -$5.91K -45 -1%
BC
210
Burney Company
Virginia
$590K -$36.1K -275 -6%
MIM
211
Morningstar Investment Management
Illinois
$568K
TSS
212
Two Sigma Securities
New York
$564K +$498K +3,792 New
Osaic Holdings
213
Osaic Holdings
Arizona
$557K +$407K +3,100 +478%
HBT
214
Hills Bank & Trust
Iowa
$556K -$39.4K -300 -7%
Amundi
215
Amundi
France
$541K -$21.2M -161,269 -98%
BHCM
216
Brevan Howard Capital Management
Jersey
$526K -$733K -5,581 -61%
Brown Advisory
217
Brown Advisory
Maryland
$524K +$462K +3,523 New
VOYA Investment Management
218
VOYA Investment Management
Georgia
$523K -$189K -1,437 -29%
CSP
219
Cary Street Partners
Virginia
$505K -$224K -1,710 -33%
SAM
220
Securian Asset Management
Minnesota
$504K -$13.1K -100 -3%
Canada Pension Plan Investment Board
221
Canada Pension Plan Investment Board
Ontario, Canada
$491K +$105K +800 +32%
SIM
222
Studio Investment Management
Illinois
$478K +$4.73K +36 +1%
Prudential Financial
223
Prudential Financial
New Jersey
$475K -$293K -2,234 -41%
MML Investors Services
224
MML Investors Services
Massachusetts
$467K +$48.2K +367 +13%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$465K -$69K -526 -14%