We are live on ! Find out more
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
PMAM
351
Picton Mahoney Asset Management
Ontario, Canada
-$1.04M -6,005 Closed
RPGK
352
Retirement Planning Group (Kansas)
Kansas
-$921K -5,329 Closed
TC
353
TwinBeech Capital
New York
-$522K -3,023 Closed
Assenagon Asset Management
354
Assenagon Asset Management
Luxembourg
-$414K -2,395 Closed
JIC
355
Johnson Investment Counsel
Ohio
-$391K -2,262 Closed
PA
356
PharVision Advisers
Florida
-$365K -2,111 Closed
William Blair & Company
357
William Blair & Company
Illinois
-$331K -1,913 Closed
OAM
358
Oxford Asset Management
United Kingdom
-$330K -1,907 Closed
GC
359
Guggenheim Capital
Illinois
-$295K -1,709 Closed
SWP
360
Significant Wealth Partners
Illinois
-$243K -1,406 Closed
CCM
361
Coldstream Capital Management
Washington
-$240K -1,391 Closed
LPFG
362
Landing Point Financial Group
Ohio
-$209K -1,211 Closed
SC
363
Savant Capital
Illinois
-$209K -1,209 Closed
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
-$36K -208 Closed
KFA
365
Kelleher Financial Advisors
New York
-$31.1K -180 Closed
AG
366
AmeriFlex Group
Nevada
-$20.7K -120 Closed
SPIA
367
Steward Partners Investment Advisory
New York
-$16.9K -98 Closed
RA
368
Rise Advisors
New York
-$14.2K -82 Closed
WANY
369
Wealthspire Advisors (New York)
New York
-$5.53K -32 Closed
MG
370
Mather Group
Illinois
-$3.63K -21 Closed
CAL
371
Capital Advisors Ltd
Ohio
-$1K -6 Closed
MA
372
Montag & Associates
Georgia
-$1.04K -6 Closed
TIM
373
Tortoise Investment Management
New York
-$864 -5 Closed
SS
374
Sunbelt Securities
Texas
-$173 -1 Closed
TWD
375
True Wealth Design
Ohio
-$173 -1 Closed