We are live on ! Find out more
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
BlackRock
1
BlackRock
New York
$420M -$58.7K -352 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$368M +$685K +4,104 +0.2%
State Street
3
State Street
Massachusetts
$161M +$30.2K +181 +0%
First Trust Advisors
4
First Trust Advisors
Illinois
$112M +$5.5M +32,928 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$104M +$1.76M +10,552 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$90.1M +$3.06M +18,345 +3%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$90M -$22.1M -132,611 -19%
AQR Capital Management
8
AQR Capital Management
Connecticut
$62.2M +$46.6M +278,947 +277%
LCOV
9
London Company of Virginia
Virginia
$60M -$12.4M -74,352 -17%
Renaissance Technologies
10
Renaissance Technologies
New York
$58.6M -$4.44M -26,600 -7%
Charles Schwab
11
Charles Schwab
California
$47.8M -$75.1K -450 -0.2%
SAM
12
Silvercrest Asset Management
New York
$45.2M -$5.68M -34,005 -11%
BTW
13
Boston Trust Walden
Massachusetts
$43.4M -$12.7M -76,292 -22%
Northern Trust
14
Northern Trust
Illinois
$40.6M -$2.33M -13,987 -5%
Principal Financial Group
15
Principal Financial Group
Iowa
$40.2M -$1.16M -6,976 -3%
Millennium Management
16
Millennium Management
New York
$39.4M +$19.9M +119,141 +99%
GKIM
17
GW&K Investment Management
Massachusetts
$39.1M -$2.41M -14,453 -6%
ProShare Advisors
18
ProShare Advisors
Maryland
$38.6M +$873K +5,230 +2%
Morgan Stanley
19
Morgan Stanley
New York
$35M -$864K -5,180 -2%
BG
20
Bahl & Gaynor
Ohio
$32.1M -$714K -4,278 -2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$31.6M -$23.5M -140,772 -42%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$31.4M -$2.16M -12,957 -6%
Invesco
23
Invesco
Georgia
$30.4M -$1.76M -10,523 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.3M -$19.9M -119,489 -41%
CIP
25
Champlain Investment Partners
Vermont
$28.3M -$17.4M -104,118 -38%