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MZTI

The Marzetti Company

343 hedge funds and large institutions have $2.75B invested in The Marzetti Company in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $904K | Put options by funds: $411K

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

2% more funds holding

Funds holding: 336343 (+7)

0.04% more ownership

Funds ownership: 60.71%60.75% (+0.04%)

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
343
Holders Change
+7
Holders Change %
+2.08%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
119
Reduced
144
Closed
32
Calls
$904K
Puts
$411K
Net Calls
+$493K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
301
Root Financial Partners
California
$11.8K +$2.67K +16 +29%
MPW
302
MASECO Private Wealth
$11.5K +$11.7K +70 New
WTC
303
WhitTier Trust Company
Nevada
$9.76K
CA
304
Clearstead Advisors
Ohio
$9.54K +$7.18K +43 +287%
CA
305
CoreCap Advisors
Michigan
$8.22K
SIC
306
SJS Investment Consulting
Ohio
$7.89K +$7.68K +46 +2,300%
FFO
307
Fortitude Family Office
Arizona
$7.89K -$3.5K -21 -30%
NA
308
NewEdge Advisors
Louisiana
$7.49K +$167 +1 +2%
LI
309
LRI Investments
Florida
$7.02K
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$6.74K -$2K -12 -23%
VI
311
Vestcor Inc
New Brunswick, Canada
$6K
PWMG
312
Private Wealth Management Group
New Jersey
$4.44K -$3.17K -19 -41%
Mitsubishi UFJ Asset Management
313
Mitsubishi UFJ Asset Management
Japan
$3.62K
KFAS
314
Keating Financial Advisory Services
Kansas
$3.29K +$3.34K +20 New
SS
315
SBI Securities
Japan
$3.12K +$501 +3 +19%
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$2.96K +$334 +2 +13%
JWA
317
JFS Wealth Advisors
Pennsylvania
$2.96K +$1K +6 +50%
IAIM
318
International Assets Investment Management
Florida
$2.14K +$2.17K +13 New
AssetMark Inc
319
AssetMark Inc
California
$1.97K
QL
320
Quarry LP
New York
$1.81K -$56.7K -340 -97%
BIA
321
Bell Investment Advisors
California
$1.81K -$1.17K -7 -39%
PWA
322
Physician Wealth Advisors
Utah
$1.65K +$1.17K +7 +233%
MAM
323
Marquette Asset Management
Minnesota
$1.65K +$1.67K +10 New
W
324
WealthCollab
Washington
$1.32K
NWM
325
Navigoe Wealth Management
California
$1K