MZTI

The Marzetti Company

338 hedge funds and large institutions have $2.74B invested in The Marzetti Company in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 118 increasing their positions, 144 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $2.89B → $2.74B (-$146M)

18% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 144

Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$904K
Puts
$411K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$617K
LWAM
177
Legacy Wealth Asset Management
Minnesota
$610K
DT
178
Diversified Trust
Tennessee
$599K
IBOK
179
Independence Bank of Kentucky
Kentucky
$598K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$592K
WBWA
181
William B. Walkup & Associates
South Carolina
$588K
ACM
182
Advisors Capital Management
New Jersey
$586K
RAM
183
Resona Asset Management
Japan
$581K
NGA
184
Naples Global Advisors
Florida
$579K
SSA
185
Schonfeld Strategic Advisors
New York
$570K
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$568K
IIA
187
ICW Investment Advisors
Arizona
$566K
VCM
188
Voleon Capital Management
California
$559K
P
189
&Partners
Tennessee
$537K
HighTower Advisors
190
HighTower Advisors
Illinois
$535K
SOADOR
191
State of Alaska Department of Revenue
Alaska
$529K
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$520K
DP
193
Dearborn Partners
Illinois
$517K
Asset Management One
194
Asset Management One
Japan
$506K
Franklin Resources
195
Franklin Resources
California
$489K
Aviva
196
Aviva
United Kingdom
$472K
II
197
Inspire Investing
Idaho
$469K
Osaic Holdings
198
Osaic Holdings
Arizona
$458K
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$457K
YIH
200
Y-Intercept (HK)
Hong Kong
$449K