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MZTI

The Marzetti Company

343 hedge funds and large institutions have $2.75B invested in The Marzetti Company in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $904K | Put options by funds: $411K

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

2% more funds holding

Funds holding: 336343 (+7)

0.04% more ownership

Funds ownership: 60.71%60.75% (+0.04%)

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
343
Holders Change
+7
Holders Change %
+2.08%
% of All Funds
4.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
119
Reduced
144
Closed
32
Calls
$904K
Puts
$411K
Net Calls
+$493K
Net Calls Change
-$647K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
WPG Advisers
Maryland
$987
SAG
327
SageView Advisory Group
California
$987 +$1K +6 New
SFS
328
Sunrise Financial Services
Washington
$987 +$1K +6 New
OC
329
Optima Capital
Oregon
$986 +$1K +6 New
WA
330
Westfuller Advisors
New York
$959
DPW
331
DiNuzzo Private Wealth
Pennsylvania
$823 -$167 -1 -17%
GFA
332
Godfrey Financial Associates
New York
$822 +$834 +5 New
TM
333
Torren Management
California
$683 +$668 +4 New
MCM
334
Manchester Capital Management
Vermont
$494 +$167 +1 +50%
CFO
335
CVA Family Office
Colorado
$493 +$501 +3 New
HIA
336
HFM Investment Advisors
New Jersey
$329
RWM
337
Rialto Wealth Management
New York
$329
HFS
338
Hughes Financial Services
Virginia
$329 +$334 +2 New
LFG
339
Larson Financial Group
Missouri
$164 -$2.17K -13 -93%
QC
340
Quent Capital
New York
$164 -$668 -4 -80%
BHWM
341
Bay Harbor Wealth Management
Maryland
$164 -$167 -1 -50%
NRG
342
Nemes Rush Group
Michigan
$164 +$167 +1 New
TFA
343
Transamerica Financial Advisors
Florida
$164 +$167 +1 New
CFB
344
Cullen/Frost Bankers
Texas
$7
Wellington Management Group
345
Wellington Management Group
Massachusetts
-$12.5M -72,224 Closed
Lazard Asset Management
346
Lazard Asset Management
New York
-$1.62M -9,398 Closed
ZIG
347
Zurich Insurance Group
Switzerland
-$1.24M -7,200 Closed
Capstone Investment Advisors
348
Capstone Investment Advisors
New York
-$1.16M -6,702 Closed
MUAMU
349
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$1.09M -6,300 Closed
Marshall Wace
350
Marshall Wace
United Kingdom
-$1.05M -6,052 Closed