MZTI

The Marzetti Company

338 hedge funds and large institutions have $2.74B invested in The Marzetti Company in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $2.89B → $2.74B (-$146M)

18% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 144

Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$904K
Puts
$411K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Lodestone Wealth Management
Washington
$37.5K
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$34.9K
TSMHT
278
Thurston Springer Miller Herd & Titak
Indiana
$32.9K
PFBT
279
Parkside Financial Bank & Trust
Missouri
$32.1K
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$31.6K
VCM
281
Versant Capital Management
Arizona
$24.7K
Jones Financial Companies
282
Jones Financial Companies
Missouri
$24.5K
TPCW
283
TD Private Client Wealth
New York
$22.4K
Optiver Holding
284
Optiver Holding
Netherlands
$22.2K
SCM
285
Sterling Capital Management
North Carolina
$21.7K
HFS
286
Hantz Financial Services
Michigan
$21K
BNP Paribas Asset Management
287
BNP Paribas Asset Management
France
$18K
DB
288
Danske Bank
Denmark
$16.4K
UB
289
UMB Bank
Missouri
$16.3K
SAM
290
Smartleaf Asset Management
Massachusetts
$16.2K
IA
291
IFP Advisors
Florida
$16.1K
RIL
292
Rothschild Investment LLC
Illinois
$14.3K
Los Angeles Capital Management
293
Los Angeles Capital Management
California
$14.3K
HCA
294
Harbor Capital Advisors
Illinois
$14K
RFP
295
Root Financial Partners
California
$11.8K
MPW
296
MASECO Private Wealth
$11.5K
WTC
297
WhitTier Trust Company
Nevada
$9.76K
CA
298
Clearstead Advisors
Ohio
$9.54K
CA
299
CoreCap Advisors
Michigan
$8.22K
SIC
300
SJS Investment Consulting
Ohio
$7.89K