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
SAG
326
SageView Advisory Group
California
$987
SFS
327
Sunrise Financial Services
Washington
$987
OC
328
Optima Capital
Oregon
$986
WA
329
Westfuller Advisors
New York
$959
DPW
330
DiNuzzo Private Wealth
Pennsylvania
$823
GFA
331
Godfrey Financial Associates
New York
$822
TM
332
Torren Management
California
$683
MCM
333
Manchester Capital Management
Vermont
$494
CFO
334
CVA Family Office
Colorado
$493
HIA
335
HFM Investment Advisors
New Jersey
$329
RWM
336
Rialto Wealth Management
New York
$329
HFS
337
Hughes Financial Services
Virginia
$329
LFG
338
Larson Financial Group
Missouri
$164
QC
339
Quent Capital
New York
$164
BHWM
340
Bay Harbor Wealth Management
Maryland
$164
TFA
341
Transamerica Financial Advisors
Florida
$164
NRG
342
Nemes Rush Group
Michigan
$164
CFB
343
Cullen/Frost Bankers
Texas
$7
Wellington Management Group
344
Wellington Management Group
Massachusetts
Lazard Asset Management
345
Lazard Asset Management
New York
ZIG
346
Zurich Insurance Group
Switzerland
Capstone Investment Advisors
347
Capstone Investment Advisors
New York
MUAMU
348
Mitsubishi UFJ Asset Management (UK)
United Kingdom
Marshall Wace
349
Marshall Wace
United Kingdom
PMAM
350
Picton Mahoney Asset Management
Ontario, Canada