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MZTI

The Marzetti Company

336 hedge funds and large institutions have $2.89B invested in The Marzetti Company in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

4% more funds holding

Funds holding: 323336 (+13)

0% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 120

3% less capital invested

Capital invested by funds: $2.98B → $2.89B (-$87M)

1.75% less ownership

Funds ownership: 62.46%60.71% (-1.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
336
Holders Change
+13
Holders Change %
+4.02%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
50
Increased
120
Reduced
120
Closed
29
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$27.4M -$872K -4,860 -3%
Bank of America
27
Bank of America
North Carolina
$26.6M +$1.96M +10,932 +8%
Two Sigma Investments
28
Two Sigma Investments
New York
$21.7M +$7.51M +41,859 +50%
Millennium Management
29
Millennium Management
New York
$20.8M -$26.3M -146,848 -55%
AQR Capital Management
30
AQR Capital Management
Connecticut
$17.4M +$5.06M +28,191 +39%
JP Morgan Chase
31
JP Morgan Chase
New York
$16.2M +$4.24M +23,655 +34%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$14.2M +$8.57M +47,800 +140%
Raymond James Financial
33
Raymond James Financial
Florida
$13.9M -$42.2K -235 -0.3%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$13.4M +$316K +1,762 +2%
Man Group
35
Man Group
United Kingdom
$13.2M +$11.6M +64,533 +547%
Deutsche Bank
36
Deutsche Bank
Germany
$12.9M +$6.06M +33,805 +83%
WF
37
Welch & Forbes
Massachusetts
$12.8M -$373K -2,081 -3%
Goldman Sachs
38
Goldman Sachs
New York
$12.6M -$8.8M -49,042 -40%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$12.5M +$1.12M +6,230 +9%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$11.6M -$1.14M -6,334 -9%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$11.1M +$11.6M +64,390 New
Barclays
42
Barclays
United Kingdom
$10.3M +$837K +4,666 +8%
Franklin Resources
43
Franklin Resources
California
$10.1M -$270K -1,505 -3%
UBS Group
44
UBS Group
Switzerland
$9.45M -$151K -844 -2%
ECM
45
ExodusPoint Capital Management
New York
$8.85M +$9.19M +51,234 New
Wells Fargo
46
Wells Fargo
California
$8.48M +$715K +3,986 +9%
Fuller & Thaler Asset Management
47
Fuller & Thaler Asset Management
California
$8.04M +$1.22M +6,809 +17%
N
48
Nuveen
North Carolina
$7.79M -$1.17M -6,496 -13%
LI
49
Leeward Investments
Massachusetts
$7.52M -$171K -953 -2%
Legal & General Group
50
Legal & General Group
United Kingdom
$7.21M -$428K -2,388 -5%

MZTI Hedge Fund Activity: Q3 2025 in Review

336 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2025, worth a combined $2.89B — down 2.9% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MZTI positions and 29 closed out — a net gain of 21 holders — while 120 added to existing stakes and 120 trimmed.

The largest buyer was Man Group, adding an estimated $11.6M. The largest seller was William Blair Investment Management, cutting an estimated $34.6M.

  • 336 institutional investors held The Marzetti Company (MZTI) as of Q3 2025, up from 323 in Q2 2025.
  • Funds reported $2.89B of The Marzetti Company stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 50 funds opened new The Marzetti Company positions in Q3 2025 and 29 closed out, a net change of +21 holders.
  • The largest The Marzetti Company buyer in Q3 2025 was Man Group, an estimated $11.6M added.
  • The largest The Marzetti Company seller in Q3 2025 was William Blair Investment Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2025.