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MZTI

The Marzetti Company

323 hedge funds and large institutions have $2.98B invested in The Marzetti Company in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 136 increasing their positions, 106 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $415K

28% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 106

0.72% more ownership

Funds ownership: 61.74%62.46% (+0.72%)

0% less capital invested

Capital invested by funds: $2.98B → $2.98B (-$3.66M)

8% less funds holding

Funds holding: 350323 (-27)

41% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 58

Holders
323
Holders Change
-27
Holders Change %
-7.71%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
136
Reduced
106
Closed
58
Calls
$2.21M
Puts
$415K
Net Calls
+$1.8M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$28.2M +$2.97M +17,187 +12%
WB
27
WesBanco Bank
West Virginia
$28.2M -$53.8K -312 -0.2%
Bank of America
28
Bank of America
North Carolina
$24.7M +$2.92M +16,909 +13%
Goldman Sachs
29
Goldman Sachs
New York
$21.1M -$17.1M -99,268 -45%
WCM Investment Management
30
WCM Investment Management
California
$16.9M -$198K -1,145 -1%
Two Sigma Investments
31
Two Sigma Investments
New York
$14.4M +$14.1M +81,986 +5,042%
Raymond James Financial
32
Raymond James Financial
Florida
$13.9M +$5.48M +31,732 +65%
WF
33
Welch & Forbes
Massachusetts
$13.2M -$91.3K -529 -0.7%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$13.1M +$4.97M +28,779 +61%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$12.7M -$3.72M -21,587 -23%
AQR Capital Management
36
AQR Capital Management
Connecticut
$12.6M -$3.79M -21,980 -23%
Citadel Advisors
37
Citadel Advisors
Florida
$12.3M -$7.37M -42,697 -38%
JP Morgan Chase
38
JP Morgan Chase
New York
$12.1M -$9.54M -55,285 -44%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$11.4M +$9.19M +53,284 +419%
AllianceBernstein
40
AllianceBernstein
Tennessee
$10.8M +$4.39M +25,414 +68%
UBS AM
41
UBS AM
Illinois
$10.4M +$3.24M +18,786 +45%
Franklin Resources
42
Franklin Resources
California
$10.3M +$15.9K +92 +0.2%
UBS Group
43
UBS Group
Switzerland
$9.6M -$1.37M -7,967 -13%
Barclays
44
Barclays
United Kingdom
$9.52M +$2.58M +14,946 +37%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$9.06M +$8.61M +49,922 New
N
46
Nuveen
North Carolina
$8.91M -$1.41M -8,147 -14%
CRM
47
Cramer Rosenthal McGlynn
Connecticut
$8.35M -$372K -2,153 -4%
Wells Fargo
48
Wells Fargo
California
$7.79M +$4.94M +28,621 +174%
LI
49
Leeward Investments
Massachusetts
$7.68M -$282K -1,635 -4%
Legal & General Group
50
Legal & General Group
United Kingdom
$7.62M +$453K +2,624 +6%

MZTI Hedge Fund Activity: Q2 2025 in Review

323 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q2 2025, worth a combined $2.98B — down 0.12% from $2.98B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of MZTI and 34 opened new positions — a net loss of 24 holders — while 106 trimmed existing stakes and 136 added.

The largest buyer was Millennium Management, adding an estimated $45.4M. The largest seller was William Blair & Company, cutting an estimated $30.2M.

  • 323 institutional investors held The Marzetti Company (MZTI) as of Q2 2025, down from 350 in Q1 2025.
  • Funds reported $2.98B of The Marzetti Company stock for Q2 2025, down 0.12% quarter-over-quarter.
  • 34 funds opened new The Marzetti Company positions in Q2 2025 and 58 closed out, a net change of -24 holders.
  • The largest The Marzetti Company buyer in Q2 2025 was Millennium Management, an estimated $45.4M added.
  • The largest The Marzetti Company seller in Q2 2025 was William Blair & Company, an estimated $30.2M sold.

Based on aggregated 13F filings for Q2 2025.