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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
GRP
201
Global Retirement Partners
California
$422K +$422K +2,445 New
FC
202
Forte Capital
New York
$415K
II
203
Inspire Investing
Idaho
$393K +$55K +319 +16%
OIA
204
OneDigital Investment Advisors
Kansas
$391K +$99.7K +578 +34%
JIC
205
Johnson Investment Counsel
Ohio
$391K +$345 +2 +0.1%
1832 Asset Management
206
1832 Asset Management
Ontario, Canada
$386K +$385K +2,234 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$379K +$27.6K +160 +8%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$377K -$13.1K -76 -3%
CIC
209
Carnegie Investment Counsel
Ohio
$375K -$8.63K -50 -2%
SOADOR
210
State of Alaska Department of Revenue
Alaska
$374K -$15.5K -90 -4%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$358K
AI
212
Atria Investments
North Carolina
$348K -$404K -2,343 -54%
CCWM
213
Cassaday & Co Wealth Management
Virginia
$346K
State of Wisconsin Investment Board
214
State of Wisconsin Investment Board
Wisconsin
$340K -$8.97K -52 -3%
TRCT
215
Tower Research Capital (TRC)
New York
$331K +$162K +936 +96%
Capstone Investment Advisors
216
Capstone Investment Advisors
New York
$330K +$330K +1,911 New
RFC
217
Regions Financial Corp
Alabama
$308K -$4.49K -26 -1%
IAA
218
Independent Advisor Alliance
North Carolina
$268K -$3.8K -22 -1%
CCM
219
Coldstream Capital Management
Washington
$266K -$48.1K -279 -15%
SAM
220
Securian Asset Management
Minnesota
$259K
PS
221
Principal Securities
Iowa
$252K +$30.4K +176 +14%
Squarepoint
222
Squarepoint
New York
$250K -$8.13M -47,138 -97%
VA
223
Vident Advisory
Georgia
$248K -$34.7K -201 -12%
State Board of Administration of Florida Retirement System
224
State Board of Administration of Florida Retirement System
Florida
$242K
PA
225
Parallel Advisors
California
$238K -$60.6K -351 -20%

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.