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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
HFS
326
Hantz Financial Services
Michigan
$3K +$541 +3 +21%
SS
327
SBI Securities
Japan
$2.8K -$180 -1 -6%
JWA
328
JFS Wealth Advisors
Pennsylvania
$2.45K -$361 -2 -13%
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$2.45K +$1.08K +6 +75%
KIM
330
Kestra Investment Management
Texas
$2.27K +$2.34K +13 New
LFG
331
Larson Financial Group
Missouri
$2.1K +$2.16K +12 New
Jones Financial Companies
332
Jones Financial Companies
Missouri
$2.1K +$2.16K +12 New
PWMG
333
Private Wealth Management Group
New Jersey
$1.4K
W
334
WealthCollab
Washington
$1.4K
DPW
335
DiNuzzo Private Wealth
Pennsylvania
$1.05K
PWA
336
Provenance Wealth Advisors
Florida
$1.05K
WA
337
WPG Advisers
Maryland
$1.05K +$541 +3 +100%
SIC
338
SJS Investment Consulting
Ohio
$875 +$180 +1 +25%
GFPC
339
Global Financial Private Client
Florida
$875 +$721 +4 +400%
SC
340
Stephens Consulting
Michigan
$875 +$902 +5 New
NC
341
NewSquare Capital
Pennsylvania
$700 +$721 +4 New
CA
342
Clearstead Advisors
Ohio
$525 -$3.97K -22 -88%
CFO
343
CVA Family Office
Colorado
$525 +$541 +3 New
BWL
344
Bogart Wealth LLC
Virginia
$175 -$1.98K -11 -92%
TWD
345
True Wealth Design
Ohio
$175 -$1.08K -6 -86%
IA
346
IFP Advisors
Florida
$175
PWM
347
Parkworth Wealth Management
California
$175
BHWM
348
Bay Harbor Wealth Management
Maryland
$175 +$180 +1 New
HIA
349
HFM Investment Advisors
New Jersey
$175 +$180 +1 New
SFGP
350
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$175 +$180 +1 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.