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MZTI

The Marzetti Company

350 hedge funds and large institutions have $2.98B invested in The Marzetti Company in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,833% more call options, than puts

Call options by funds: $6.23M | Put options by funds: $105K

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

4% more funds holding

Funds holding: 337350 (+13)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

2% more capital invested

Capital invested by funds: $2.91B → $2.98B (+$66M)

0.72% more ownership

Funds ownership: 61.02%61.74% (+0.72%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
350
Holders Change
+13
Holders Change %
+3.86%
% of All Funds
4.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
48
Increased
131
Reduced
123
Closed
33
Calls
$6.23M
Puts
$105K
Net Calls
+$6.13M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
276
Blue Trust Inc
Georgia
$105K +$18.8K +104 +21%
A
277
AlphaQuest
New York
$88.2K -$39.5K -219 -30%
CI Investments Inc
278
CI Investments Inc
Ontario, Canada
$85K +$3.25K +18 +4%
Nisa Investment Advisors
279
Nisa Investment Advisors
Missouri
$79.3K -$1.26K -7 -2%
AF
280
Allworth Financial
California
$77.1K +$361 +2 +0.5%
BBHC
281
Brown Brothers Harriman & Co
New York
$70K
EWA
282
EverSource Wealth Advisors
Alabama
$68.6K +$2.34K +13 +3%
QL
283
Quarry LP
New York
$66K +$63.3K +351 +1,350%
Osaic Holdings
284
Osaic Holdings
Arizona
$64.2K -$414K -2,297 -86%
SOW
285
State of Wyoming
Wyoming
$60.4K +$62.2K +345 New
CAM
286
Clarity Asset Management
Iowa
$59.5K -$12.1K -67 -16%
GI
287
GAMMA Investing
California
$53.5K +$4.69K +26 +9%
LC
288
Lindbrook Capital
California
$52.7K +$35.9K +199 +195%
HT
289
Headlands Technologies
Illinois
$44.1K +$45.4K +252 New
TPCW
290
TD Private Client Wealth
New York
$41.1K +$1.62K +9 +4%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$38.1K -$2.16K -12 -5%
FHA
292
First Horizon Advisors
Tennessee
$37.5K +$2.34K +13 +6%
TSMHT
293
Thurston Springer Miller Herd & Titak
Indiana
$35K
Optiver Holding
294
Optiver Holding
Netherlands
$34.8K +$35.9K +199 New
CIAM
295
Caitong International Asset Management
Hong Kong
$28.7K +$29.6K +164 New
GWM
296
Geneos Wealth Management
Colorado
$27.8K +$17.3K +96 +152%
VSQM
297
V-Square Quantitative Management
Illinois
$27.1K
OWA
298
Opal Wealth Advisors
New York
$25.6K +$26.3K +146 New
FFO
299
Fortitude Family Office
Arizona
$23.8K -$721 -4 -3%
BIG
300
Brooklyn Investment Group
New York
$22.8K +$23.4K +130 New

MZTI Hedge Fund Activity: Q1 2025 in Review

350 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q1 2025, worth a combined $2.98B — up 2.3% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MZTI positions and 33 closed out — a net gain of 15 holders — while 131 added to existing stakes and 123 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $54.4M. The largest seller was Diamond Hill Capital Management, cutting an estimated $27.4M.

  • 350 institutional investors held The Marzetti Company (MZTI) as of Q1 2025, up from 337 in Q4 2024.
  • Funds reported $2.98B of The Marzetti Company stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 48 funds opened new The Marzetti Company positions in Q1 2025 and 33 closed out, a net change of +15 holders.
  • The largest The Marzetti Company buyer in Q1 2025 was First Trust Advisors, an estimated $54.4M added.
  • The largest The Marzetti Company seller in Q1 2025 was Diamond Hill Capital Management, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2025.