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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
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$457K -$1.67K -10 -0.4%
YIH
202
Y-Intercept (HK)
Hong Kong
$449K +$455K +2,729 New
1832 Asset Management
203
1832 Asset Management
Ontario, Canada
$444K -$15.7K -94 -3%
SA
204
Sanctuary Advisors
Indiana
$440K -$16.4K -98 -4%
HT
205
Headlands Technologies
Illinois
$437K +$87.5K +524 +25%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$426K -$13.4K -80 -3%
SWG
207
Summit Wealth Group
Vermont
$415K +$2.5K +15 +0.6%
X
208
Xponance
Pennsylvania
$403K -$68.9K -413 -14%
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$400K -$39.6K -237 -9%
FNA
210
First National Advisers
Nebraska
$393K -$31K -186 -7%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$386K +$1K +6 +0.3%
GRP
212
Global Retirement Partners
California
$383K -$30.2K -181 -7%
FTWA
213
Fifth Third Wealth Advisors
Ohio
$380K +$167 +1 +0%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$378K -$26K -156 -6%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$375K -$3.84K -23 -1%
Baird Financial Group
216
Baird Financial Group
Wisconsin
$371K +$9.35K +56 +3%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$368K +$125K +748 +50%
PA
218
Parallel Advisors
California
$364K +$5.17K +31 +1%
Ensign Peak Advisors
219
Ensign Peak Advisors
Utah
$353K -$567K -3,400 -61%
State Board of Administration of Florida Retirement System
220
State Board of Administration of Florida Retirement System
Florida
$352K +$50.1K +300 +16%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$341K
Neuberger Berman Group
222
Neuberger Berman Group
New York
$336K -$16.5K -99 -5%
CCWM
223
Cassaday & Co Wealth Management
Virginia
$329K
BCWM
224
Bartlett & Co Wealth Management
Ohio
$329K -$381K -2,282 -53%
CIC
225
Carnegie Investment Counsel
Ohio
$321K -$30.2K -181 -8%