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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
SFA
176
Sequoia Financial Advisors
Ohio
$625K -$78.1K -468 -11%
VPIM
177
Vanguard Personalized Indexing Management
California
$619K -$52.9K -317 -8%
GT
178
Glenmede Trust
Pennsylvania
$617K +$626K +3,752 New
LWAM
179
Legacy Wealth Asset Management
Minnesota
$610K -$13.9K -83 -2%
DT
180
Diversified Trust
Tennessee
$599K -$10.8K -65 -2%
IBOK
181
Independence Bank of Kentucky
Kentucky
$598K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$592K -$120K -717 -17%
WBWA
183
William B. Walkup & Associates
South Carolina
$588K -$8.18K -49 -1%
ACM
184
Advisors Capital Management
New Jersey
$586K -$16.7K -100 -3%
RAM
185
Resona Asset Management
Japan
$581K
NGA
186
Naples Global Advisors
Florida
$579K +$28.5K +171 +5%
SSA
187
Schonfeld Strategic Advisors
New York
$570K -$815K -4,882 -58%
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$568K +$52.2K +313 +10%
IIA
189
ICW Investment Advisors
Arizona
$566K -$63.9K -383 -10%
VCM
190
Voleon Capital Management
California
$559K +$227K +1,361 +67%
P
191
&Partners
Tennessee
$537K +$10.8K +65 +2%
HighTower Advisors
192
HighTower Advisors
Illinois
$535K -$6.68K -40 -1%
SOADOR
193
State of Alaska Department of Revenue
Alaska
$529K -$22.2K -133 -4%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$520K +$9.35K +56 +2%
DP
195
Dearborn Partners
Illinois
$517K -$40.4K -242 -7%
Asset Management One
196
Asset Management One
Japan
$506K +$508K +3,046 New
Franklin Resources
197
Franklin Resources
California
$489K -$9.22M -55,234 -95%
Aviva
198
Aviva
United Kingdom
$472K +$31.9K +191 +7%
II
199
Inspire Investing
Idaho
$469K +$39.9K +239 +9%
Osaic Holdings
200
Osaic Holdings
Arizona
$458K -$28K -168 -6%