MZTI

The Marzetti Company

338 hedge funds and large institutions have $2.74B invested in The Marzetti Company in 2025 Q4 according to their latest regulatory filings, with 41 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 → $2.74B (-$146M)

18% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 144

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