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MZTI

The Marzetti Company

323 hedge funds and large institutions have $2.98B invested in The Marzetti Company in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 136 increasing their positions, 106 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $415K

28% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 106

0.72% more ownership

Funds ownership: 61.74%62.46% (+0.72%)

0% less capital invested

Capital invested by funds: $2.98B → $2.98B (-$3.66M)

8% less funds holding

Funds holding: 350323 (-27)

41% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 58

Holders
323
Holders Change
-27
Holders Change %
-7.71%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
136
Reduced
106
Closed
58
Calls
$2.21M
Puts
$415K
Net Calls
+$1.8M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
301
SBI Securities
Japan
$2.76K
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$2.76K +$345 +2 +14%
CA
303
Clearstead Advisors
Ohio
$2.59K +$2.07K +12 +400%
PTC
304
Private Trust Company
Ohio
$2.33K -$2.24K -13 -48%
KIM
305
Kestra Investment Management
Texas
$2.27K
LFG
306
Larson Financial Group
Missouri
$2.25K +$173 +1 +8%
AssetMark Inc
307
AssetMark Inc
California
$2.07K +$2.07K +12 New
JWA
308
JFS Wealth Advisors
Pennsylvania
$1.9K -$518 -3 -21%
VCM
309
Versant Capital Management
Arizona
$1.73K -$5.35K -31 -76%
EP
310
Essential Partners
California
$1.55K +$1.55K +9 New
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$1.55K +$1.55K +9 New
W
312
WealthCollab
Washington
$1.38K
DPW
313
DiNuzzo Private Wealth
Pennsylvania
$1.04K
WA
314
WPG Advisers
Maryland
$1.04K
CAL
315
Capital Advisors Ltd
Ohio
$1K +$518 +3 New
QL
316
Quarry LP
New York
$864 -$64.2K -372 -99%
TPWA
317
Twin Peaks Wealth Advisors
California
$723 +$690 +4 New
SIC
318
SJS Investment Consulting
Ohio
$346 -$518 -3 -60%
HIA
319
HFM Investment Advisors
New Jersey
$346 +$173 +1 +100%
PWM
320
Parkworth Wealth Management
California
$173
RWM
321
Rialto Wealth Management
New York
$173 +$173 +1 New
TIM
322
Tortoise Investment Management
New York
$173 +$173 +1 New
BHWM
323
Bay Harbor Wealth Management
Maryland
$172
CFB
324
Cullen/Frost Bankers
Texas
$8 -$12.4K -72 Closed
RhumbLine Advisers
325
RhumbLine Advisers
Massachusetts
-$10.8M -61,695 Closed

MZTI Hedge Fund Activity: Q2 2025 in Review

323 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q2 2025, worth a combined $2.98B — down 0.12% from $2.98B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of MZTI and 34 opened new positions — a net loss of 24 holders — while 106 trimmed existing stakes and 136 added.

The largest buyer was Millennium Management, adding an estimated $45.4M. The largest seller was William Blair & Company, cutting an estimated $30.2M.

  • 323 institutional investors held The Marzetti Company (MZTI) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $2.98B of The Marzetti Company stock for Q2 2025, down 0.12% quarter-over-quarter.
  • 34 funds opened new The Marzetti Company positions in Q2 2025 and 58 closed out, a net change of -24 holders.
  • The largest The Marzetti Company buyer in Q2 2025 was Millennium Management, an estimated $45.4M added.
  • The largest The Marzetti Company seller in Q2 2025 was William Blair & Company, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2025.