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MZTI

The Marzetti Company

361 hedge funds and large institutions have $2.47B invested in The Marzetti Company in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 43

16% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 117

5% more funds holding

Funds holding: 343361 (+18)

4.29% more ownership

Funds ownership: 60.75%65.04% (+4.3%)

10% less capital invested

Capital invested by funds: $2.75B → $2.47B (-$283M)

84% less call options, than puts

Call options by funds: $360K | Put options by funds: $2.19M

Holders
361
Holders Change
+18
Holders Change %
+5.25%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
67
Increased
136
Reduced
117
Closed
43
Calls
$360K
Puts
$2.19M
Net Calls
-$1.83M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
226
Bank of Nova Scotia
Ontario, Canada
$374K +$431K +2,705 New
EF
227
Empowered Funds
Pennsylvania
$365K +$420K +2,641 New
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$360K +$47.9K +301 +13%
GAM
229
Gotham Asset Management
New York
$359K -$236K -1,482 -36%
SWG
230
Summit Wealth Group
Vermont
$351K +$2.87K +18 +0.7%
NC
231
nVerses Capital
Florida
$348K +$400K +2,514 New
IBOK
232
Independence Bank of Kentucky
Kentucky
$340K -$188K -1,180 -32%
Franklin Resources
233
Franklin Resources
California
$335K -$88.3K -555 -19%
FNA
234
First National Advisers
Nebraska
$332K +$1.59K +10 +0.4%
AAM
235
Advisors Asset Management
Colorado
$325K +$374K +2,352 New
Pacer Advisors
236
Pacer Advisors
Pennsylvania
$324K -$14K -88 -4%
FTWA
237
Fifth Third Wealth Advisors
Ohio
$320K -$159 -1 -0%
JF
238
Jump Financial
Illinois
$318K -$543K -3,414 -60%
SA
239
Sanctuary Advisors
Indiana
$314K -$65.3K -410 -15%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$307K +$353K +2,220 New
Ensign Peak Advisors
241
Ensign Peak Advisors
Utah
$297K
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$287K
Mercer Global Advisors
243
Mercer Global Advisors
Colorado
$286K +$125K +788 +62%
LWAM
244
Legacy Wealth Asset Management
Minnesota
$281K -$267K -1,678 -45%
CCWM
245
Cassaday & Co Wealth Management
Virginia
$277K
AIM
246
Aigen Investment Management
New York
$274K +$315K +1,980 New
HT
247
Headlands Technologies
Illinois
$268K -$114K -716 -27%
DWM
248
Dakota Wealth Management
Florida
$267K +$307K +1,929 New
PA
249
Parallel Advisors
California
$260K -$52.8K -332 -15%
Neuberger Berman Group
250
Neuberger Berman Group
New York
$242K -$46.3K -291 -14%