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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
AI
251
Atria Investments
North Carolina
$226K +$44.2K +278 +20%
Federated Hermes
252
Federated Hermes
Pennsylvania
$223K -$3.66K -23 -1%
VF
253
Virtu Financial
New York
$221K -$798K -5,015 -76%
PS
254
Principal Securities
Iowa
$219K +$22.9K +144 +10%
FWP
255
Flatrock Wealth Partners
California
$219K +$3.34K +21 +1%
TPI
256
Trust Point Inc
Wisconsin
$215K +$11.8K +74 +5%
VEA
257
Virtus ETF Advisers
New York
$213K +$55.7K +350 +29%
RFC
258
Regions Financial Corp
Alabama
$211K -$5.57K -35 -2%
SAM
259
Securian Asset Management
Minnesota
$207K
AC
260
AXQ Capital
New Jersey
$207K +$28.5K +179 +14%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$204K -$41.4K -260 -15%
BF
262
BOK Financial
Oklahoma
$190K +$218K +1,372 New
NAAA
263
New Age Alpha Advisors
New York
$185K -$4.93K -31 -2%
AAP
264
Arax Advisory Partners
Colorado
$183K +$31.4K +197 +18%
QCG
265
Quadrant Capital Group
Ohio
$177K -$12.9K -81 -6%
S
266
SignatureFD
Georgia
$161K -$29.9K -188 -14%
EWA
267
EverSource Wealth Advisors
Alabama
$153K +$85.3K +536 +94%
TRCT
268
Tower Research Capital (TRC)
New York
$145K +$7K +44 +4%
AA
269
Ancora Advisors
Ohio
$142K -$519K -3,260 -76%
ASN
270
Advisory Services Network
Georgia
$124K +$143K +900 New
AUB
271
Atlantic Union Bankshares
Virginia
$115K
BTI
272
Blue Trust Inc
Georgia
$91.3K +$50.1K +315 +91%
AF
273
Allworth Financial
California
$88.7K +$26.1K +164 +34%
CIAM
274
Caitong International Asset Management
Hong Kong
$83.7K +$64.6K +406 +204%
HNB
275
Huntington National Bank
Ohio
$76.9K -$10.2K -64 -10%