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
MPW
301
MASECO Private Wealth
$11.5K
WTC
302
WhitTier Trust Company
Nevada
$9.76K
CA
303
Clearstead Advisors
Ohio
$9.54K
CA
304
CoreCap Advisors
Michigan
$8.22K
SIC
305
SJS Investment Consulting
Ohio
$7.89K
FFO
306
Fortitude Family Office
Arizona
$7.89K
NA
307
NewEdge Advisors
Louisiana
$7.49K
LI
308
LRI Investments
Florida
$7.02K
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$6.74K
VI
310
Vestcor Inc
New Brunswick, Canada
$6K
PWMG
311
Private Wealth Management Group
New Jersey
$4.44K
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$3.62K
KFAS
313
Keating Financial Advisory Services
Kansas
$3.29K
SS
314
SBI Securities
Japan
$3.12K
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$2.96K
JWA
316
JFS Wealth Advisors
Pennsylvania
$2.96K
IAIM
317
International Assets Investment Management
Florida
$2.14K
AssetMark Inc
318
AssetMark Inc
California
$1.97K
QL
319
Quarry LP
New York
$1.81K
BIA
320
Bell Investment Advisors
California
$1.81K
PWA
321
Physician Wealth Advisors
Utah
$1.65K
MAM
322
Marquette Asset Management
Minnesota
$1.65K
W
323
WealthCollab
Washington
$1.32K
NWM
324
Navigoe Wealth Management
California
$1K
WA
325
WPG Advisers
Maryland
$987