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