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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$688M -$63.7M -442,270 -8%
Select Equity Group
2
Select Equity Group
New York
$681M -$113M -786,559 -14%
BlackRock
3
BlackRock
New York
$669M -$1.9M -13,188 -0.3%
GIM
4
Garden Investment Management
Connecticut
$472M +$92.3M +640,968 +24%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$462M +$10.4M +72,568 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$460M +$23.7M +164,344 +5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$399M +$132M +918,220 +50%
Bank of America
8
Bank of America
North Carolina
$377M +$3.44M +23,892 +0.9%
Victory Capital Management
9
Victory Capital Management
Texas
$277M -$45.2M -313,554 -14%
State Street
10
State Street
Massachusetts
$230M -$6.6M -45,816 -3%
TCAM
11
Turtle Creek Asset Management
Ontario, Canada
$202M -$8.99M -62,447 -4%
EARNEST Partners
12
EARNEST Partners
Georgia
$190M +$22.8K +158 +0%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$188M +$8.95M +62,149 +5%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$174M +$27.4M +190,557 +19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$140M -$2.12M -14,687 -1%
AI
16
Ariel Investments
Illinois
$135M -$8.05M -55,916 -6%
Morgan Stanley
17
Morgan Stanley
New York
$116M -$1.88M -13,031 -2%
CCP
18
Clarkston Capital Partners
Michigan
$99.8M +$605K +4,204 +0.6%
SEI Investments
19
SEI Investments
Pennsylvania
$98M +$2.35M +16,336 +2%
Franklin Resources
20
Franklin Resources
California
$89.5M +$19M +132,191 +27%
Ameriprise
21
Ameriprise
Minnesota
$85.3M +$15M +103,930 +21%
RC
22
Rivulet Capital
New Jersey
$67.7M -$8.22M -57,051 -11%
Northern Trust
23
Northern Trust
Illinois
$67.5M -$4.91M -34,131 -7%
UBS Group
24
UBS Group
Switzerland
$66M +$2.12M +14,696 +3%
EIP
25
Epoch Investment Partners
New York
$64.8M -$18.6M -128,824 -22%
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