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
JWA
326
JFS Wealth Advisors
Pennsylvania
$2.45K
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$2.45K
KIM
328
Kestra Investment Management
Texas
$2.27K
LFG
329
Larson Financial Group
Missouri
$2.1K
Jones Financial Companies
330
Jones Financial Companies
Missouri
$2.1K
PWMG
331
Private Wealth Management Group
New Jersey
$1.4K
W
332
WealthCollab
Washington
$1.4K
DPW
333
DiNuzzo Private Wealth
Pennsylvania
$1.05K
PWA
334
Provenance Wealth Advisors
Florida
$1.05K
WA
335
WPG Advisers
Maryland
$1.05K
SIC
336
SJS Investment Consulting
Ohio
$875
GFPC
337
Global Financial Private Client
Florida
$875
SC
338
Stephens Consulting
Michigan
$875
NC
339
NewSquare Capital
Pennsylvania
$700
CA
340
Clearstead Advisors
Ohio
$525
CFO
341
CVA Family Office
Colorado
$525
BWL
342
Bogart Wealth LLC
Virginia
$175
TWD
343
True Wealth Design
Ohio
$175
IA
344
IFP Advisors
Florida
$175
PWM
345
Parkworth Wealth Management
California
$175
SFG
346
Stonebridge Financial Group
Pennsylvania
$175
BHWM
347
Bay Harbor Wealth Management
Maryland
$175
HIA
348
HFM Investment Advisors
New Jersey
$175
ECM
349
ExodusPoint Capital Management
New York
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa