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MZTI

The Marzetti Company

336 hedge funds and large institutions have $2.89B invested in The Marzetti Company in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

4% more funds holding

Funds holding: 323336 (+13)

0% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 120

3% less capital invested

Capital invested by funds: $2.98B → $2.89B (-$87M)

1.75% less ownership

Funds ownership: 62.46%60.71% (-1.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
336
Holders Change
+13
Holders Change %
+4.02%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
50
Increased
120
Reduced
120
Closed
29
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
AXQ Capital
New Jersey
$314K +$326K +1,820 New
OIA
227
OneDigital Investment Advisors
Kansas
$310K -$84.3K -470 -21%
GC
228
Guggenheim Capital
Illinois
$295K +$307K +1,709 New
VF
229
Virtu Financial
New York
$290K +$301K +1,679 New
RFC
230
Regions Financial Corp
Alabama
$264K -$45.6K -254 -14%
MM
231
MQS Management
New York
$263K +$273K +1,523 New
PS
232
Principal Securities
Iowa
$259K +$7.53K +42 +3%
SAM
233
Securian Asset Management
Minnesota
$259K
Fidelity Investments
234
Fidelity Investments
Massachusetts
$258K -$1.31M -7,293 -83%
AI
235
Atria Investments
North Carolina
$254K -$97.2K -542 -27%
CCIA
236
Campbell & Co Investment Adviser
Maryland
$254K +$264K +1,470 New
Corient Private Wealth
237
Corient Private Wealth
Florida
$247K -$5.92M -33,024 -96%
VA
238
Vident Advisory
Georgia
$245K -$3.59K -20 -1%
SWP
239
Significant Wealth Partners
Illinois
$243K +$25.8K +144 +11%
TPI
240
Trust Point Inc
Wisconsin
$242K +$39.6K +221 +19%
CCM
241
Coldstream Capital Management
Washington
$240K -$26.9K -150 -10%
IAA
242
Independent Advisor Alliance
North Carolina
$240K -$28.9K -161 -10%
NAAA
243
New Age Alpha Advisors
New York
$230K -$4.66K -26 -2%
QCG
244
Quadrant Capital Group
Ohio
$228K -$897 -5 -0.4%
LA
245
Lindenwold Advisors
Pennsylvania
$224K +$233K +1,298 New
S
246
SignatureFD
Georgia
$224K +$5.74K +32 +3%
HAG
247
HighPoint Advisor Group
Illinois
$222K +$230K +1,283 New
MOS
248
MGO One Seven
Ohio
$219K -$11.1K -62 -5%
TRCT
249
Tower Research Capital (TRC)
New York
$217K -$118K -658 -34%
LCM
250
Laurion Capital Management
New York
$215K

MZTI Hedge Fund Activity: Q3 2025 in Review

336 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2025, worth a combined $2.89B — down 2.9% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MZTI positions and 29 closed out — a net gain of 21 holders — while 120 added to existing stakes and 120 trimmed.

The largest buyer was Man Group, adding an estimated $11.6M. The largest seller was William Blair Investment Management, cutting an estimated $34.6M.

  • 336 institutional investors held The Marzetti Company (MZTI) as of Q3 2025, up from 323 in Q2 2025.
  • Funds reported $2.89B of The Marzetti Company stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 50 funds opened new The Marzetti Company positions in Q3 2025 and 29 closed out, a net change of +21 holders.
  • The largest The Marzetti Company buyer in Q3 2025 was Man Group, an estimated $11.6M added.
  • The largest The Marzetti Company seller in Q3 2025 was William Blair Investment Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2025.