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MZTI

The Marzetti Company

336 hedge funds and large institutions have $2.89B invested in The Marzetti Company in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 120 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 29

4% more funds holding

Funds holding: 323336 (+13)

0% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 120

3% less capital invested

Capital invested by funds: $2.98B → $2.89B (-$87M)

1.75% less ownership

Funds ownership: 62.46%60.71% (-1.7%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
336
Holders Change
+13
Holders Change %
+4.02%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
50
Increased
120
Reduced
120
Closed
29
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
-$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
201
Pacer Advisors
Pennsylvania
$461K +$335K +1,866 +232%
II
202
Inspire Investing
Idaho
$451K +$60.8K +339 +15%
FNA
203
First National Advisers
Nebraska
$445K +$21K +117 +5%
GRP
204
Global Retirement Partners
California
$433K +$11.3K +63 +3%
SWG
205
Summit Wealth Group
Vermont
$433K +$2.51K +14 +0.6%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$424K +$46.8K +261 +12%
Assenagon Asset Management
207
Assenagon Asset Management
Luxembourg
$414K +$430K +2,395 New
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$405K -$130K -722 -24%
FTWA
209
Fifth Third Wealth Advisors
Ohio
$399K -$53.8K -300 -11%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$398K +$169K +943 +69%
JIC
211
Johnson Investment Counsel
Ohio
$391K +$179 +1 +0%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$380K +$3.41K +19 +0.9%
PA
213
Parallel Advisors
California
$377K +$144K +804 +58%
CBU
214
CIBC Bancorp USA
Illinois
$370K +$384K +2,143 New
Neuberger Berman Group
215
Neuberger Berman Group
New York
$370K -$61.5K -343 -14%
CIC
216
Carnegie Investment Counsel
Ohio
$369K -$6.28K -35 -2%
HT
217
Headlands Technologies
Illinois
$368K +$326K +1,819 +581%
PA
218
PharVision Advisers
Florida
$365K +$379K +2,111 New
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$358K
VCM
220
Voleon Capital Management
California
$352K +$365K +2,036 New
CCWM
221
Cassaday & Co Wealth Management
Virginia
$346K
William Blair & Company
222
William Blair & Company
Illinois
$331K -$536K -2,990 -61%
OAM
223
Oxford Asset Management
United Kingdom
$330K +$342K +1,907 New
State Board of Administration of Florida Retirement System
224
State Board of Administration of Florida Retirement System
Florida
$318K +$79.1K +441 +31%
Federated Hermes
225
Federated Hermes
Pennsylvania
$315K +$137K +761 +72%

MZTI Hedge Fund Activity: Q3 2025 in Review

336 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q3 2025, worth a combined $2.89B — down 2.9% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MZTI positions and 29 closed out — a net gain of 21 holders — while 120 added to existing stakes and 120 trimmed.

The largest buyer was Man Group, adding an estimated $11.6M. The largest seller was William Blair Investment Management, cutting an estimated $34.6M.

  • 336 institutional investors held The Marzetti Company (MZTI) as of Q3 2025, up from 323 in Q2 2025.
  • Funds reported $2.89B of The Marzetti Company stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 50 funds opened new The Marzetti Company positions in Q3 2025 and 29 closed out, a net change of +21 holders.
  • The largest The Marzetti Company buyer in Q3 2025 was Man Group, an estimated $11.6M added.
  • The largest The Marzetti Company seller in Q3 2025 was William Blair Investment Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2025.