MZTI

The Marzetti Company

348 hedge funds and large institutions have $2.98B invested in The Marzetti Company in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $2.91B → $2.98B (+$66.6M)

0.74% more ownership

Funds ownership: 61.02%61.76% (+0.74%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.23M
Puts
$105K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
276
CI Investments Inc
Ontario, Canada
$85K
Nisa Investment Advisors
277
Nisa Investment Advisors
Missouri
$79.3K
AF
278
Allworth Financial
California
$77.1K
BBHC
279
Brown Brothers Harriman & Co
New York
$70K
EWA
280
EverSource Wealth Advisors
Alabama
$68.6K
QL
281
Quarry LP
New York
$66K
Osaic Holdings
282
Osaic Holdings
Arizona
$64.2K
SOW
283
State of Wyoming
Wyoming
$60.4K
CAM
284
Clarity Asset Management
Iowa
$59.5K
GI
285
GAMMA Investing
California
$53.5K
LC
286
Lindbrook Capital
California
$52.7K
HT
287
Headlands Technologies
Illinois
$44.1K
TPCW
288
TD Private Client Wealth
New York
$41.1K
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$38.1K
FHA
290
First Horizon Advisors
Tennessee
$37.5K
TSMHT
291
Thurston Springer Miller Herd & Titak
Indiana
$35K
Optiver Holding
292
Optiver Holding
Netherlands
$34.8K
CIAM
293
Caitong International Asset Management
Hong Kong
$28.7K
GWM
294
Geneos Wealth Management
Colorado
$27.8K
VSQM
295
V-Square Quantitative Management
Illinois
$27.1K
OWA
296
Opal Wealth Advisors
New York
$25.6K
FFO
297
Fortitude Family Office
Arizona
$23.8K
BIG
298
Brooklyn Investment Group
New York
$22.8K
RTC
299
Riverview Trust Company
Washington
$20.3K
RA
300
Rise Advisors
New York
$14.2K