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Middleby

410 hedge funds and large institutions have $8.63B invested in Middleby in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 137 increasing their positions, 132 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $7.96B → $8.63B (+$672M)

5% more funds holding

Funds holding: 392410 (+18)

4% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 132

3.29% less ownership

Funds ownership: 109.26%105.97% (-3.3%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

50% less call options, than puts

Call options by funds: $180M | Put options by funds: $358M

Holders
410
Holders Change
+18
Holders Change %
+4.59%
% of All Funds
5.5%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
70
Increased
137
Reduced
132
Closed
48
Calls
$180M
Puts
$358M
Net Calls
-$178M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$838M -$122M -775,405 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$793M -$6.65M -42,385 -0.8%
BlackRock
3
BlackRock
New York
$708M -$6.39M -40,734 -0.9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$477M -$135M -860,892 -22%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$460M +$178M +1,133,931 +60%
GIM
6
Garden Investment Management
Connecticut
$401M +$295M +1,883,129 +250%
Bank of America
7
Bank of America
North Carolina
$394M +$52M +331,461 +15%
Victory Capital Management
8
Victory Capital Management
Texas
$340M -$88.9M -566,905 -20%
JP Morgan Chase
9
JP Morgan Chase
New York
$282M +$62.5M +398,387 +27%
State Street
10
State Street
Massachusetts
$250M +$1.17M +7,449 +0.5%
TCAM
11
Turtle Creek Asset Management
Ontario, Canada
$223M -$62.9M -401,152 -21%
EARNEST Partners
12
EARNEST Partners
Georgia
$201M +$1.22M +7,791 +0.6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$189M -$995K -6,341 -0.5%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$155M +$27.1M +172,511 +20%
AI
15
Ariel Investments
Illinois
$151M -$32.6M -207,656 -17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$150M +$8.51M +54,261 +6%
Morgan Stanley
17
Morgan Stanley
New York
$124M -$244M -1,557,384 -66%
CCP
18
Clarkston Capital Partners
Michigan
$105M +$1.62M +10,310 +2%
SEI Investments
19
SEI Investments
Pennsylvania
$101M +$1.52M +9,711 +1%
EIP
20
Epoch Investment Partners
New York
$87.9M +$22.2M +141,769 +32%
RC
21
Rivulet Capital
New Jersey
$80.1M -$16.9M -107,780 -17%
AllianceBernstein
22
AllianceBernstein
Tennessee
$78.8M -$73.2M -466,536 -47%
Northern Trust
23
Northern Trust
Illinois
$76.5M +$1.69M +10,780 +2%
Franklin Resources
24
Franklin Resources
California
$74.4M +$68.5M +436,809 +827%
Ameriprise
25
Ameriprise
Minnesota
$74.2M +$19.1M +121,945 +33%

MIDD Hedge Fund Activity: Q1 2025 in Review

410 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q1 2025, worth a combined $8.63B — up 8.4% from $7.96B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MIDD positions and 48 closed out — a net gain of 22 holders — while 137 added to existing stakes and 132 trimmed.

The largest buyer was Garden Investment Management, adding an estimated $295M. The largest seller was Morgan Stanley, cutting an estimated $244M.

  • 410 institutional investors held Middleby (MIDD) as of Q1 2025, up from 392 in Q4 2024.
  • Funds reported $8.63B of Middleby stock for Q1 2025, up 8.4% quarter-over-quarter.
  • 70 funds opened new Middleby positions in Q1 2025 and 48 closed out, a net change of +22 holders.
  • The largest Middleby buyer in Q1 2025 was Garden Investment Management, an estimated $295M added.
  • The largest Middleby seller in Q1 2025 was Morgan Stanley, an estimated $244M sold.

Based on aggregated 13F filings for Q1 2025.