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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
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$212K
LPFG
252
Landing Point Financial Group
Ohio
$209K +$897 +5 +0.4%
SC
253
Savant Capital
Illinois
$209K +$4.13K +23 +2%
Wealth Enhancement Advisory Services
254
Wealth Enhancement Advisory Services
Minnesota
$207K +$18.1K +101 +9%
VEA
255
Virtus ETF Advisers
New York
$205K
CFD
256
Creative Financial Designs
Indiana
$168K -$590K -3,290 -77%
AUB
257
Atlantic Union Bankshares
Virginia
$144K +$149K +832 New
KBC Group
258
KBC Group
Belgium
$125K
SO
259
STRS Ohio
Ohio
$121K -$53.8K -300 -30%
BC
260
Bayforest Capital
United Kingdom
$109K +$113K +631 New
BTI
261
Blue Trust Inc
Georgia
$109K -$2.33K -13 -2%
HNB
262
Huntington National Bank
Ohio
$101K -$1.44K -8 -1%
EWA
263
EverSource Wealth Advisors
Alabama
$94.2K -$5.2K -29 -5%
C
264
Covestor
United Kingdom
$85K -$14.9K -83 -14%
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$77.2K
BBHC
266
Brown Brothers Harriman & Co
New York
$76.7K +$7.89K +44 +11%
AF
267
Allworth Financial
California
$70.5K +$3.23K +18 +5%
GI
268
GAMMA Investing
California
$64.3K +$14.5K +81 +28%
CAM
269
Clarity Asset Management
Iowa
$62.5K +$359 +2 +0.6%
QL
270
Quarry LP
New York
$60.6K +$62.1K +346 +6,920%
PD
271
Point72 (DIFC)
United Arab Emirates
$39.7K +$41.3K +230 New
CI Investments Inc
272
CI Investments Inc
Ontario, Canada
$36K -$29.6K -165 -44%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$35.6K -$4.48K -25 -11%
UB
274
UMB Bank
Missouri
$32.8K +$10.4K +58 +44%
KFA
275
Kelleher Financial Advisors
New York
$31.1K +$32.3K +180 New

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.