We are live on ! Find out more
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
RTC
301
Riverview Trust Company
Washington
$20.3K
RA
302
Rise Advisors
New York
$14.2K -$3.06K -17 -17%
HCP
303
Hexagon Capital Partners
Arkansas
$14.2K +$3.61K +20 +33%
CFB
304
Cullen/Frost Bankers
Texas
$12.7K +$13K +72 New
BSB
305
Bangor Savings Bank
Maine
$11.4K -$15.3K -85 -57%
MG
306
Mather Group
Illinois
$9.1K -$6.31K -35 -40%
CA
307
CoreCap Advisors
Michigan
$8.75K
SAM
308
Smartleaf Asset Management
Massachusetts
$8.39K -$1.8K -10 -17%
NA
309
NewEdge Advisors
Louisiana
$7.86K -$529K -2,932 -98%
LI
310
LRI Investments
Florida
$7.73K
VCM
311
Versant Capital Management
Arizona
$7.17K +$7.39K +41 New
VI
312
Vestcor Inc
New Brunswick, Canada
$7K -$370K -2,053 -98%
HCA
313
Harbor Capital Advisors
Illinois
$7K +$7.39K +41 New
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$6.47K +$1.26K +7 +23%
PFBT
315
Parkside Financial Bank & Trust
Missouri
$5.25K +$3.25K +18 +150%
HWM
316
Hemington Wealth Management
Virginia
$5K +$1.98K +11 +48%
SPIA
317
Steward Partners Investment Advisory
New York
$4.9K -$239K -1,324 -98%
PTC
318
Private Trust Company
Ohio
$4.72K
RIL
319
Rothschild Investment LLC
Illinois
$4.72K +$2.88K +16 +145%
FFA
320
Farther Finance Advisors
California
$4.21K -$76.5K -424 -95%
BIA
321
Bell Investment Advisors
California
$3.85K
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$3.85K
SCM
323
Sterling Capital Management
North Carolina
$3.5K
CA
324
Continuum Advisory
Idaho
$3.5K +$3.61K +20 New
MCM
325
MAI Capital Management
Ohio
$3.15K +$361 +2 +13%

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.