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
FFO
301
Fortitude Family Office
Arizona
$7.89K
NA
302
NewEdge Advisors
Louisiana
$7.49K
LI
303
LRI Investments
Florida
$7.02K
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$6.74K
VI
305
Vestcor Inc
New Brunswick, Canada
$6K
CIAM
306
Caitong International Asset Management
Hong Kong
$5.1K
PWMG
307
Private Wealth Management Group
New Jersey
$4.44K
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$3.62K
KFAS
309
Keating Financial Advisory Services
Kansas
$3.29K
SS
310
SBI Securities
Japan
$3.12K
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$2.96K
JWA
312
JFS Wealth Advisors
Pennsylvania
$2.96K
IAIM
313
International Assets Investment Management
Florida
$2.14K
AssetMark Inc
314
AssetMark Inc
California
$1.97K
QL
315
Quarry LP
New York
$1.81K
BIA
316
Bell Investment Advisors
California
$1.81K
PWA
317
Physician Wealth Advisors
Utah
$1.65K
MAM
318
Marquette Asset Management
Minnesota
$1.65K
W
319
WealthCollab
Washington
$1.32K
NWM
320
Navigoe Wealth Management
California
$1K
WA
321
WPG Advisers
Maryland
$987
SAG
322
SageView Advisory Group
California
$987
SFS
323
Sunrise Financial Services
Washington
$987
OC
324
Optima Capital
Oregon
$986
WA
325
Westfuller Advisors
New York
$959