MZTI

The Marzetti Company

339 hedge funds and large institutions have $2.75B invested in The Marzetti Company in 2025 Q4 according to their latest regulatory filings, with 42 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 → $2.75B (-$139M)

18% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 144

Holders
339
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
YIH
201
Y-Intercept (HK)
Hong Kong
$449K
1832 Asset Management
202
1832 Asset Management
Ontario, Canada
$444K
SA
203
Sanctuary Advisors
Indiana
$440K
HT
204
Headlands Technologies
Illinois
$437K
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$426K
SWG
206
Summit Wealth Group
Vermont
$415K
X
207
Xponance
Pennsylvania
$403K
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$400K
FNA
209
First National Advisers
Nebraska
$393K
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$386K
GRP
211
Global Retirement Partners
California
$383K
FTWA
212
Fifth Third Wealth Advisors
Ohio
$380K
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$378K
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$375K
Baird Financial Group
215
Baird Financial Group
Wisconsin
$371K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$368K
PA
217
Parallel Advisors
California
$364K
Ensign Peak Advisors
218
Ensign Peak Advisors
Utah
$353K
State Board of Administration of Florida Retirement System
219
State Board of Administration of Florida Retirement System
Florida
$352K
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$341K
Neuberger Berman Group
221
Neuberger Berman Group
New York
$336K
CCWM
222
Cassaday & Co Wealth Management
Virginia
$329K
BCWM
223
Bartlett & Co Wealth Management
Ohio
$329K
CIC
224
Carnegie Investment Counsel
Ohio
$321K
BC
225
Bayforest Capital
United Kingdom
$291K