MZTI

The Marzetti Company

342 hedge funds and large institutions have $2.75B invested in The Marzetti Company in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 119 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:

more ownership

Funds ownership:

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
342
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
PWPS
276
Pinnacle Wealth Planning Services
Ohio
$50.5K
A
277
AlphaQuest
New York
$49.3K
ACM
278
Aster Capital Management
United Arab Emirates
$39.8K
LWM
279
Lodestone Wealth Management
Washington
$37.5K
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$35K
TSMHT
281
Thurston Springer Miller Herd & Titak
Indiana
$32.9K
CIAM
282
Caitong International Asset Management
Hong Kong
$32.7K
PFBT
283
Parkside Financial Bank & Trust
Missouri
$32.1K
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$31.6K
VCM
285
Versant Capital Management
Arizona
$24.7K
Jones Financial Companies
286
Jones Financial Companies
Missouri
$24.5K
TPCW
287
TD Private Client Wealth
New York
$22.4K
Optiver Holding
288
Optiver Holding
Netherlands
$22.2K
SCM
289
Sterling Capital Management
North Carolina
$21.7K
HFS
290
Hantz Financial Services
Michigan
$21K
BNP Paribas Asset Management
291
BNP Paribas Asset Management
France
$18K
EPL
292
Essential Partners LLC
California
$16.8K
DB
293
Danske Bank
Denmark
$16.4K
UB
294
UMB Bank
Missouri
$16.3K
SAM
295
Smartleaf Asset Management
Massachusetts
$16.2K
IA
296
IFP Advisors
Florida
$16.1K
RIL
297
Rothschild Investment LLC
Illinois
$14.3K
Los Angeles Capital Management
298
Los Angeles Capital Management
California
$14.3K
HCA
299
Harbor Capital Advisors
Illinois
$14K
RFP
300
Root Financial Partners
California
$11.8K