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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
PFBT
301
Parkside Financial Bank & Trust
Missouri
$6.57K +$718 +4 +12%
RIL
302
Rothschild Investment LLC
Illinois
$6.05K +$2.15K +12 +52%
VI
303
Vestcor Inc
New Brunswick, Canada
$6K -$718 -4 -10%
HWM
304
Hemington Wealth Management
Virginia
$6K +$359 +2 +6%
WANY
305
Wealthspire Advisors (New York)
New York
$5.53K +$5.74K +32 New
AA
306
Ancora Advisors
Ohio
$4.49K -$167K -933 -97%
Mitsubishi UFJ Asset Management
307
Mitsubishi UFJ Asset Management
Japan
$3.8K
MG
308
Mather Group
Illinois
$3.63K +$3.77K +21 New
BIA
309
Bell Investment Advisors
California
$3.11K -$718 -4 -18%
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$2.77K
SS
311
SBI Securities
Japan
$2.77K
CA
312
Clearstead Advisors
Ohio
$2.59K
PE
313
Point72 Europe
United Kingdom
$2.49K +$2.51K +14 New
LFG
314
Larson Financial Group
Missouri
$2.42K +$179 +1 +8%
JWA
315
JFS Wealth Advisors
Pennsylvania
$2.07K +$179 +1 +9%
AssetMark Inc
316
AssetMark Inc
California
$2.07K
VCM
317
Versant Capital Management
Arizona
$2.07K +$359 +2 +20%
W
318
WealthCollab
Washington
$1.38K
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$1.1K
WA
320
WPG Advisers
Maryland
$1.04K
MA
321
Montag & Associates
Georgia
$1.04K +$1.08K +6 New
WA
322
Westfuller Advisors
New York
$1K +$1.08K +6 New
CAL
323
Capital Advisors Ltd
Ohio
$1K +$538 +3 +100%
NWM
324
Navigoe Wealth Management
California
$1K +$1.79K +10 New
TIM
325
Tortoise Investment Management
New York
$864 +$718 +4 +400%

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.