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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
BlackRock
1
BlackRock
New York
$448M -$3.54M -20,541 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$381M +$2.58M +14,961 +0.7%
State Street
3
State Street
Massachusetts
$170M -$3.87M -22,412 -2%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$151M +$26.4M +153,052 +21%
First Trust Advisors
5
First Trust Advisors
Illinois
$110M +$11.8M +68,612 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$104M +$2.46M +14,264 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$89.9M +$507K +2,941 +0.6%
LCOV
8
London Company of Virginia
Virginia
$77.8M -$499K -2,890 -0.6%
Renaissance Technologies
9
Renaissance Technologies
New York
$67.9M +$12.2M +70,700 +22%
BTW
10
Boston Trust Walden
Massachusetts
$59.5M +$7.64M +44,279 +15%
GKIM
11
GW&K Investment Management
Massachusetts
$58.2M +$12.2M +70,693 +27%
CIP
12
Champlain Investment Partners
Vermont
$57.3M -$2.78M -16,135 -5%
SAM
13
Silvercrest Asset Management
New York
$54.9M -$3.16M -18,293 -5%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$53.1M -$2.67M -15,501 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$49.9M +$2.43M +14,105 +5%
Charles Schwab
16
Charles Schwab
California
$49.7M +$262K +1,519 +0.5%
Morgan Stanley
17
Morgan Stanley
New York
$49.3M -$8.35M -48,385 -15%
Northern Trust
18
Northern Trust
Illinois
$47M -$2.75M -15,934 -6%
Millennium Management
19
Millennium Management
New York
$46.2M +$45.4M +263,271 +6,605%
Principal Financial Group
20
Principal Financial Group
Iowa
$38.9M +$29.8M +172,598 +329%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$36.8M +$295K +1,707 +0.8%
ProShare Advisors
22
ProShare Advisors
Maryland
$36.6M -$1.17M -6,772 -3%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$35.6M -$9.66M -55,963 -21%
BG
24
Bahl & Gaynor
Ohio
$33.7M +$2.44M +14,146 +8%
Invesco
25
Invesco
Georgia
$32.7M -$2M -11,578 -6%

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.