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Middleby

424 hedge funds and large institutions have $6.96B invested in Middleby in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 108 increasing their positions, 181 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

3% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 65

0% less funds holding

Funds holding: 425424 (-1)

1.46% less ownership

Funds ownership: 104.75%103.29% (-1.5%)

14% less capital invested

Capital invested by funds: $8.09B → $6.96B (-$1.13B)

40% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 181

60% less call options, than puts

Call options by funds: $5.96M | Put options by funds: $14.9M

Holders
424
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
67
Increased
108
Reduced
181
Closed
65
Calls
$5.96M
Puts
$14.9M
Net Calls
-$8.96M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$587M -$50.3M -362,324 -8%
BlackRock
2
BlackRock
New York
$565M -$54M -389,018 -8%
Select Equity Group
3
Select Equity Group
New York
$558M -$73.7M -531,105 -11%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$514M +$93.8M +675,464 +21%
GIM
5
Garden Investment Management
Connecticut
$436M
Wellington Management Group
6
Wellington Management Group
Massachusetts
$425M -$2.18M -15,680 -0.5%
JP Morgan Chase
7
JP Morgan Chase
New York
$275M -$97.5M -702,156 -25%
TCAM
8
Turtle Creek Asset Management
Ontario, Canada
$194M +$8.2M +59,050 +4%
Victory Capital Management
9
Victory Capital Management
Texas
$192M -$66.8M -481,025 -25%
State Street
10
State Street
Massachusetts
$191M -$21.8M -156,955 -10%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$190M +$17.2M +123,945 +10%
EARNEST Partners
12
EARNEST Partners
Georgia
$177M +$1.32M +9,524 +0.7%
AI
13
Ariel Investments
Illinois
$169M +$47M +338,511 +36%
Invesco
14
Invesco
Georgia
$135M +$129M +929,688 +1,046%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$122M -$8.39M -60,436 -6%
Bank of America
16
Bank of America
North Carolina
$115M -$243M -1,753,217 -67%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$102M +$82.8M +596,267 +354%
SEI Investments
18
SEI Investments
Pennsylvania
$92.8M +$2.38M +17,177 +3%
Franklin Resources
19
Franklin Resources
California
$86.5M +$4M +28,781 +5%
CCP
20
Clarkston Capital Partners
Michigan
$86.3M -$6.05M -43,592 -6%
RC
21
Rivulet Capital
New Jersey
$69.5M +$7.34M +52,860 +11%
Ameriprise
22
Ameriprise
Minnesota
$63.6M -$15.8M -113,878 -19%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$60.5M -$105M -754,289 -62%
Northern Trust
24
Northern Trust
Illinois
$58.1M -$4.4M -31,689 -7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$56.4M +$173K +1,246 +0.3%

MIDD Hedge Fund Activity: Q3 2025 in Review

424 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Middleby (MIDD) for Q3 2025, worth a combined $6.96B — down 14% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new MIDD positions and 65 closed out — a net gain of 2 holders — while 108 added to existing stakes and 181 trimmed.

The largest buyer was Invesco, adding an estimated $129M. The largest seller was Bank of America, cutting an estimated $243M.

  • 424 institutional investors held Middleby (MIDD) as of Q3 2025, down from 425 in Q2 2025.
  • Funds reported $6.96B of Middleby stock for Q3 2025, down 14% quarter-over-quarter.
  • 67 funds opened new Middleby positions in Q3 2025 and 65 closed out, a net change of +2 holders.
  • The largest Middleby buyer in Q3 2025 was Invesco, an estimated $129M added.
  • The largest Middleby seller in Q3 2025 was Bank of America, an estimated $243M sold.

Based on aggregated 13F filings for Q3 2025.