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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
Man Group
26
Man Group
United Kingdom
$27M +$14.7M +87,948 +115%
WB
27
WesBanco Bank
West Virginia
$26.7M -$18.4K -110 -0.1%
Bank of America
28
Bank of America
North Carolina
$23.9M -$1.46M -8,726 -6%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$23.1M -$3.03M -18,178 -11%
AG
30
Algert Global
California
$18.4M +$14M +83,861 +301%
Goldman Sachs
31
Goldman Sachs
New York
$16.7M +$4.81M +28,797 +39%
Deutsche Bank
32
Deutsche Bank
Germany
$16M +$3.84M +23,017 +31%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$15.4M -$16.5M -98,857 -51%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$14.6M +$10.7M +64,177 +258%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$14.1M +$14.3M +85,703 New
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$13.3M +$510K +3,057 +4%
Two Sigma Investments
37
Two Sigma Investments
New York
$13.2M -$7.55M -45,236 -36%
Raymond James Financial
38
Raymond James Financial
Florida
$12.9M -$337K -2,020 -3%
UBS Group
39
UBS Group
Switzerland
$12.5M +$3.58M +21,439 +39%
WF
40
Welch & Forbes
Massachusetts
$11.9M -$302K -1,808 -2%
Corient Private Wealth
41
Corient Private Wealth
Florida
$10.8M +$10.7M +64,066 +4,486%
JP Morgan Chase
42
JP Morgan Chase
New York
$9.82M -$5.69M -34,097 -36%
N
43
Nuveen
North Carolina
$9.75M +$2.37M +14,222 +32%
Barclays
44
Barclays
United Kingdom
$9.72M -$99.5K -596 -1%
Fuller & Thaler Asset Management
45
Fuller & Thaler Asset Management
California
$9.71M +$2.09M +12,526 +27%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$9.66M -$945K -5,660 -9%
LI
47
Leeward Investments
Massachusetts
$9.28M +$2.16M +12,963 +30%
Wells Fargo
48
Wells Fargo
California
$9.18M +$1.13M +6,744 +14%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$8.78M +$5.13M +30,768 +136%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$8.69M -$2.42M -14,500 -22%