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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$688M -$62.3M -442,270 -8%
Select Equity Group
2
Select Equity Group
New York
$681M -$111M -786,559 -14%
BlackRock
3
BlackRock
New York
$669M -$1.86M -13,188 -0.3%
GIM
4
Garden Investment Management
Connecticut
$472M +$90.3M +640,968 +24%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$462M +$10.2M +72,568 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$460M +$23.2M +164,344 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$399M +$129M +918,220 +50%
Bank of America
8
Bank of America
North Carolina
$377M +$3.37M +23,892 +0.9%
Victory Capital Management
9
Victory Capital Management
Texas
$277M -$44.2M -313,554 -14%
State Street
10
State Street
Massachusetts
$230M -$6.46M -45,816 -3%
TCAM
11
Turtle Creek Asset Management
Ontario, Canada
$202M -$8.8M -62,447 -4%
EARNEST Partners
12
EARNEST Partners
Georgia
$190M +$22.3K +158 +0%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$188M +$8.76M +62,149 +5%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$174M +$26.8M +190,557 +19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$140M -$2.07M -14,687 -1%
AI
16
Ariel Investments
Illinois
$135M -$7.88M -55,916 -6%
Morgan Stanley
17
Morgan Stanley
New York
$116M -$1.84M -13,031 -2%
CCP
18
Clarkston Capital Partners
Michigan
$99.8M +$592K +4,204 +0.6%
SEI Investments
19
SEI Investments
Pennsylvania
$98M +$2.3M +16,336 +2%
Franklin Resources
20
Franklin Resources
California
$89.5M +$18.6M +132,191 +27%
Ameriprise
21
Ameriprise
Minnesota
$85.3M +$14.6M +103,930 +21%
RC
22
Rivulet Capital
New Jersey
$67.7M -$8.04M -57,051 -11%
Northern Trust
23
Northern Trust
Illinois
$67.5M -$4.81M -34,131 -7%
UBS Group
24
UBS Group
Switzerland
$66M +$2.07M +14,696 +3%
EIP
25
Epoch Investment Partners
New York
$64.8M -$18.2M -128,824 -22%

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.