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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
PWPS
276
Pinnacle Wealth Planning Services
Ohio
$50.5K +$51.2K +307 New
A
277
AlphaQuest
New York
$49.3K +$37K +222 +285%
BWA
278
Basecamp Wealth Advisors
Washington
$40K +$40.6K +243 New
ACM
279
Aster Capital Management
United Arab Emirates
$39.8K +$40.4K +242 New
LWM
280
Lodestone Wealth Management
Washington
$37.5K +$38.1K +228 New
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$35K +$26.2K +157 +285%
TSMHT
282
Thurston Springer Miller Herd & Titak
Indiana
$32.9K +$33.4K +200 New
CIAM
283
Caitong International Asset Management
Hong Kong
$32.7K +$33K +198 +19,800%
PFBT
284
Parkside Financial Bank & Trust
Missouri
$32.1K +$26.2K +157 +413%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$31.6K -$2.34K -14 -7%
VCM
286
Versant Capital Management
Arizona
$24.7K +$23K +138 +1,150%
Jones Financial Companies
287
Jones Financial Companies
Missouri
$24.5K +$14.2K +85 +133%
TPCW
288
TD Private Client Wealth
New York
$22.4K +$334 +2 +1%
Optiver Holding
289
Optiver Holding
Netherlands
$22.2K -$5.34K -32 -19%
SCM
290
Sterling Capital Management
North Carolina
$21.7K +$13.9K +83 +169%
HFS
291
Hantz Financial Services
Michigan
$21K +$8.34K +50 +67%
BNP Paribas Asset Management
292
BNP Paribas Asset Management
France
$18K -$1.67K -10 -8%
EP
293
Essential Partners
California
$16.8K +$9.35K +56 +122%
DB
294
Danske Bank
Denmark
$16.4K
UB
295
UMB Bank
Missouri
$16.3K -$15.2K -91 -48%
SAM
296
Smartleaf Asset Management
Massachusetts
$16.2K -$1.33K -8 -7%
IA
297
IFP Advisors
Florida
$16.1K +$8.68K +52 +113%
RIL
298
Rothschild Investment LLC
Illinois
$14.3K +$8.68K +52 +149%
Los Angeles Capital Management
299
Los Angeles Capital Management
California
$14.3K +$15.2K +91 New
HCA
300
Harbor Capital Advisors
Illinois
$14K -$167 -1 -1%