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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$858M +$250M +1,902,957 +49%
Vanguard Group
2
Vanguard Group
Pennsylvania
$640M -$14.6M -111,282 -3%
BlackRock
3
BlackRock
New York
$618M -$13M -99,070 -2%
GIM
4
Garden Investment Management
Connecticut
$502M +$13.5M +102,903 +3%
Select Equity Group
5
Select Equity Group
New York
$450M -$153M -1,168,110 -28%
JP Morgan Chase
6
JP Morgan Chase
New York
$320M +$10.9M +83,347 +4%
AI
7
Ariel Investments
Illinois
$232M +$37.5M +285,527 +22%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$221M +$7.71M +58,696 +4%
Invesco
9
Invesco
Georgia
$213M +$54.3M +413,485 +41%
State Street
10
State Street
Massachusetts
$211M -$3.04M -23,164 -2%
Victory Capital Management
11
Victory Capital Management
Texas
$199M -$13.7M -104,683 -7%
EARNEST Partners
12
EARNEST Partners
Georgia
$195M -$2.74M -20,863 -2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$194M -$248M -1,885,812 -59%
TCAM
14
Turtle Creek Asset Management
Ontario, Canada
$166M -$45.3M -344,821 -24%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$147M +$29.8M +227,102 +30%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$134M -$1.88M -14,285 -2%
Bank of America
17
Bank of America
North Carolina
$128M -$179K -1,367 -0.2%
CCP
18
Clarkston Capital Partners
Michigan
$117M +$18.3M +139,637 +22%
SEI Investments
19
SEI Investments
Pennsylvania
$112M +$7.39M +56,290 +8%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$107M +$92.6M +705,560 +4,256%
Morgan Stanley
21
Morgan Stanley
New York
$89.3M +$38M +289,326 +93%
Ameriprise
22
Ameriprise
Minnesota
$86.5M +$13.6M +103,326 +22%
Franklin Resources
23
Franklin Resources
California
$81.6M -$13.3M -101,441 -16%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$73.1M +$36.8M +280,170 +133%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$68M +$231K +1,759 +0.4%