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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
BlackRock
1
BlackRock
New York
$441M -$7.26M -40,495 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$386M +$5.31M +29,593 +1%
State Street
3
State Street
Massachusetts
$169M -$963K -5,366 -0.5%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$118M -$34.6M -193,117 -22%
First Trust Advisors
5
First Trust Advisors
Illinois
$112M +$2.07M +11,546 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$107M +$3.48M +19,422 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$91.5M +$1.62M +9,051 +2%
LCOV
8
London Company of Virginia
Virginia
$75.9M -$1.97M -10,995 -2%
Renaissance Technologies
9
Renaissance Technologies
New York
$66.2M -$1.83M -10,200 -3%
BTW
10
Boston Trust Walden
Massachusetts
$58.7M -$830K -4,627 -1%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$57.6M +$4.63M +25,829 +8%
SAM
12
Silvercrest Asset Management
New York
$53.4M -$1.65M -9,183 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
13
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$50.4M +$488K +2,722 +0.9%
Charles Schwab
14
Charles Schwab
California
$50.4M +$718K +4,005 +1%
CIP
15
Champlain Investment Partners
Vermont
$47.7M -$9.96M -55,517 -17%
Northern Trust
16
Northern Trust
Illinois
$45.1M -$1.93M -10,738 -4%
GKIM
17
GW&K Investment Management
Massachusetts
$43.6M -$15.1M -84,447 -25%
Principal Financial Group
18
Principal Financial Group
Iowa
$43.4M +$4.74M +26,406 +12%
ProShare Advisors
19
ProShare Advisors
Maryland
$39.7M +$3.19M +17,763 +8%
Morgan Stanley
20
Morgan Stanley
New York
$37.7M -$12M -66,869 -23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$35.3M -$1.52M -8,485 -4%
BG
22
Bahl & Gaynor
Ohio
$34.5M +$745K +4,155 +2%
Invesco
23
Invesco
Georgia
$33.7M +$1.06M +5,924 +3%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$33.3M -$2.44M -13,609 -7%
WB
25
WesBanco Bank
West Virginia
$28.1M -$92.4K -515 -0.3%

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.