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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
SOMRS
151
State of Michigan Retirement System
Michigan
$800K
KK
152
KLP Kapitalforvaltning
Norway
$795K +$104K +600 +15%
AL
153
ADE LLC
Maryland
$788K -$19.7K -114 -2%
ETC
154
Exchange Traded Concepts
Oklahoma
$777K +$16.9K +98 +2%
SG Americas Securities
155
SG Americas Securities
New York
$769K -$1.92M -11,136 -71%
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$763K +$41.9K +243 +6%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$753K -$236K -1,369 -24%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$750K -$15.5K -90 -2%
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$744K +$3.11K +18 +0.4%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$740K +$739K +4,282 New
CFD
161
Creative Financial Designs
Indiana
$736K -$14.5K -84 -2%
DP
162
Dearborn Partners
Illinois
$734K -$203K -1,176 -22%
FWM
163
Foguth Wealth Management
Michigan
$717K
SAW
164
Signal Advisors Wealth
Michigan
$717K
NMERB
165
New Mexico Educational Retirement Board
New Mexico
$708K
Canada Pension Plan Investment Board
166
Canada Pension Plan Investment Board
Ontario, Canada
$691K +$207K +1,200 +43%
SFA
167
Sequoia Financial Advisors
Ohio
$685K +$243K +1,410 +55%
VPIM
168
Vanguard Personalized Indexing Management
California
$684K +$5.18K +30 +0.8%
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$678K
IIA
170
ICW Investment Advisors
Arizona
$670K +$10.9K +63 +2%
LWAM
171
Legacy Wealth Asset Management
Minnesota
$666K +$518 +3 +0.1%
TWP
172
Triad Wealth Partners
Kansas
$652K -$518 -3 -0.1%
DT
173
Diversified Trust
Tennessee
$651K +$12.9K +75 +2%
M&T Bank
174
M&T Bank
New York
$650K +$650K +3,766 New
ACM
175
Advisors Capital Management
New Jersey
$633K

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.