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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
TC
326
Truvestments Capital
Florida
$2.9K +$3.34K +21 New
MAFA
327
MJT & Associates Financial Advisory
Minnesota
$2.77K +$3.18K +20 New
WPA
328
Wealth Preservation Advisors
Tennessee
$2.63K +$3.02K +19 New
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$2.49K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$2.21K -$3.98K -25 -61%
SS
331
SBI Securities
Japan
$2.21K -$477 -3 -16%
QL
332
Quarry LP
New York
$2.21K +$796 +5 +45%
AssetMark Inc
333
AssetMark Inc
California
$2.08K +$477 +3 +25%
PWA
334
Physician Wealth Advisors
Utah
$1.8K +$477 +3 +30%
KFAS
335
Keating Financial Advisory Services
Kansas
$1.66K -$1.27K -8 -40%
MCM
336
Manchester Capital Management
Vermont
$1.66K +$1.43K +9 +300%
JWA
337
JFS Wealth Advisors
Pennsylvania
$1.52K -$1.11K -7 -39%
BIA
338
Bell Investment Advisors
California
$1.52K
JWM
339
JPL Wealth Management
Colorado
$1.38K +$1.59K +10 New
AWM
340
Activest Wealth Management
Florida
$1.38K +$1.59K +10 New
W
341
WealthCollab
Washington
$1.11K
NWM
342
Navigoe Wealth Management
California
$1K
SFS
343
Sunrise Financial Services
Washington
$830
CA
344
Clearstead Advisors
Ohio
$692 -$8.44K -53 -91%
DPW
345
DiNuzzo Private Wealth
Pennsylvania
$692
GFA
346
Godfrey Financial Associates
New York
$692
AFG
347
Albion Financial Group
Utah
$692 +$796 +5 New
BHWM
348
Bay Harbor Wealth Management
Maryland
$691 +$637 +4 +400%
TM
349
Torren Management
California
$575
WA
350
WPG Advisers
Maryland
$553 -$318 -2 -33%