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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
HI
276
Horizon Investments
North Carolina
$76.5K -$1.47M -9,248 -94%
SO
277
STRS Ohio
Ohio
$69.2K
GI
278
GAMMA Investing
California
$68.5K -$86.9K -546 -52%
RIL
279
Rothschild Investment LLC
Illinois
$61.1K +$56.5K +355 +408%
C
280
Covestor
United Kingdom
$59K -$21.8K -137 -24%
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$56.6K +$4.78K +30 +8%
SOW
282
State of Wyoming
Wyoming
$55.9K +$64.3K +404 New
CAM
283
Clarity Asset Management
Iowa
$54.7K +$5.09K +32 +9%
BC
284
Bayforest Capital
United Kingdom
$52.8K -$220K -1,385 -78%
PWPS
285
Pinnacle Wealth Planning Services
Ohio
$42.5K
FFA
286
Farther Finance Advisors
California
$39.1K -$5.09K -32 -10%
BWA
287
Basecamp Wealth Advisors
Washington
$32.1K -$1.75K -11 -5%
LWM
288
Lodestone Wealth Management
Washington
$31.5K
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$31.3K +$2.07K +13 +6%
KFA
290
Kelleher Financial Advisors
New York
$31.1K +$28.6K +180 New
TSMHT
291
Thurston Springer Miller Herd & Titak
Indiana
$27.7K
CFD
292
Creative Financial Designs
Indiana
$25.9K -$20.7K -130 -41%
KAS
293
Kemnay Advisory Services
New York
$22.4K -$56K -352 -68%
UB
294
UMB Bank
Missouri
$20.8K +$8.12K +51 +52%
GWM
295
Geneos Wealth Management
Colorado
$18.7K +$21.5K +135 New
SCM
296
Sterling Capital Management
North Carolina
$18K -$318 -2 -2%
PTC
297
Private Trust Company
Ohio
$16.5K +$18.9K +119 New
EP
298
Essential Partners
California
$16.2K +$2.39K +15 +15%
BBHC
299
Brown Brothers Harriman & Co
New York
$16K -$45.2K -284 -71%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$14.2K +$16.4K +103 New