MZTI

The Marzetti Company

339 hedge funds and large institutions have $2.75B invested in The Marzetti Company in 2025 Q4 according to their latest regulatory filings, with 42 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 → $2.75B (-$139M)

18% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 144

Holders
339
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
CA
301
CoreCap Advisors
Michigan
$8.22K
SIC
302
SJS Investment Consulting
Ohio
$7.89K
FFO
303
Fortitude Family Office
Arizona
$7.89K
NA
304
NewEdge Advisors
Louisiana
$7.49K
LI
305
LRI Investments
Florida
$7.02K
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$6.74K
VI
307
Vestcor Inc
New Brunswick, Canada
$6K
PWMG
308
Private Wealth Management Group
New Jersey
$4.44K
Mitsubishi UFJ Asset Management
309
Mitsubishi UFJ Asset Management
Japan
$3.62K
KFAS
310
Keating Financial Advisory Services
Kansas
$3.29K
SS
311
SBI Securities
Japan
$3.12K
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$2.96K
JWA
313
JFS Wealth Advisors
Pennsylvania
$2.96K
IAIM
314
International Assets Investment Management
Florida
$2.14K
AssetMark Inc
315
AssetMark Inc
California
$1.97K
QL
316
Quarry LP
New York
$1.81K
BIA
317
Bell Investment Advisors
California
$1.81K
PWA
318
Physician Wealth Advisors
Utah
$1.65K
MAM
319
Marquette Asset Management
Minnesota
$1.65K
W
320
WealthCollab
Washington
$1.32K
NWM
321
Navigoe Wealth Management
California
$1K
WA
322
WPG Advisers
Maryland
$987
SAG
323
SageView Advisory Group
California
$987
SFS
324
Sunrise Financial Services
Washington
$987
OC
325
Optima Capital
Oregon
$986