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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
IBOK
176
Independence Bank of Kentucky
Kentucky
$628K
WBWA
177
William B. Walkup & Associates
South Carolina
$626K
RAM
178
Resona Asset Management
Japan
$611K
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$584K -$179K -1,038 -24%
TI
180
Tidal Investments
Wisconsin
$573K +$353K +2,048 +161%
P
181
&Partners
Tennessee
$562K +$215K +1,248 +62%
HighTower Advisors
182
HighTower Advisors
Illinois
$561K -$20.9K -121 -4%
ET
183
Equitable Trust
Tennessee
$549K +$201K +1,166 +58%
NGA
184
Naples Global Advisors
Florida
$549K +$84.5K +490 +18%
CAM
185
Cresset Asset Management
Illinois
$532K -$5.35K -31 -1%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$530K +$7.59K +44 +1%
Prudential Financial
187
Prudential Financial
New Jersey
$529K +$176K +1,019 +52%
NRD
188
Nebula Research & Development
New York
$528K -$933K -5,409 -64%
Pictet Asset Management
189
Pictet Asset Management
Switzerland
$509K
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$496K +$26.7K +155 +6%
BHCM
191
Brevan Howard Capital Management
Jersey
$490K +$231K +1,337 +89%
Aviva
192
Aviva
United Kingdom
$483K -$88K -510 -15%
X
193
Xponance
Pennsylvania
$483K -$863 -5 -0.2%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$459K -$233K -1,351 -34%
FTWA
195
Fifth Third Wealth Advisors
Ohio
$451K -$13.3K -77 -3%
SA
196
Sanctuary Advisors
Indiana
$434K -$135K -783 -24%
SWG
197
Summit Wealth Group
Vermont
$431K +$2.42K +14 +0.6%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$429K +$32.8K +190 +8%
CWM
199
CIBC World Markets
New York
$428K -$322K -1,865 -43%
FNA
200
First National Advisers
Nebraska
$425K +$75.4K +437 +22%

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.