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MZTI

The Marzetti Company

343 hedge funds and large institutions have $2.75B invested in The Marzetti Company in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $904K | Put options by funds: $411K

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

2% more funds holding

Funds holding: 336343 (+7)

0.04% more ownership

Funds ownership: 60.71%60.75% (+0.04%)

5% less capital invested

Capital invested by funds: $2.89B → $2.75B (-$137M)

17% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 144

Holders
343
Holders Change
+7
Holders Change %
+2.08%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
119
Reduced
144
Closed
32
Calls
$904K
Puts
$411K
Net Calls
+$493K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bayforest Capital
United Kingdom
$291K +$190K +1,136 +180%
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$285K -$240K -1,436 -45%
Federated Hermes
228
Federated Hermes
Pennsylvania
$269K -$31K -186 -10%
FWP
229
Flatrock Wealth Partners
California
$257K +$261K +1,564 New
RFC
230
Regions Financial Corp
Alabama
$256K +$5.34K +32 +2%
VAS
231
Vestmark Advisory Solutions
Massachusetts
$256K -$273K -1,635 -51%
TSS
232
Two Sigma Securities
New York
$254K +$258K +1,546 New
OIA
233
OneDigital Investment Advisors
Kansas
$252K -$43.4K -260 -15%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$249K +$41.4K +248 +20%
SAM
235
Securian Asset Management
Minnesota
$246K
TPI
236
Trust Point Inc
Wisconsin
$243K +$13.5K +81 +6%
Prudential Financial
237
Prudential Financial
New Jersey
$241K -$260K -1,558 -52%
PS
238
Principal Securities
Iowa
$237K -$9.51K -57 -4%
IAA
239
Independent Advisor Alliance
North Carolina
$235K +$6.51K +39 +3%
DTL
240
Dynamic Technology Lab
Singapore
$233K -$437K -2,620 -65%
ACM
241
Aquatic Capital Management
Illinois
$233K +$236K +1,415 New
NAAA
242
New Age Alpha Advisors
New York
$225K +$6.84K +41 +3%
QCG
243
Quadrant Capital Group
Ohio
$224K +$7.51K +45 +3%
AI
244
Atria Investments
North Carolina
$223K -$18.9K -113 -8%
S
245
SignatureFD
Georgia
$222K +$9.35K +56 +4%
SC
246
SummitTX Capital
Texas
$220K +$223K +1,339 New
CWM
247
CIBC World Markets
New York
$219K +$222K +1,330 New
AC
248
AXQ Capital
New Jersey
$216K -$84.1K -504 -28%
Tudor Investment Corp
249
Tudor Investment Corp
Connecticut
$214K +$217K +1,303 New
MOS
250
MGO One Seven
Ohio
$211K +$2.17K +13 +1%