The Marzetti Company
MZTI
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.
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: 337 → 350 (+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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$54.4M |
| 2 |
BlackRock
New York
|
+$20M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$8.49M |
| 4 |
Squarepoint
New York
|
+$8.31M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$27.4M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$21.3M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$17.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$17M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$10.2K | -59 | Closed |
|
|
CFGS
377
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$5.37K | -31 | Closed |
|
|
LFA
378
LGT Financial Advisors
Dallas,
Texas
| – | -$4.67K | -27 | Closed |
|
|
AT
379
Avalon Trust
Santa Fe,
New Mexico
| – | -$2.77K | -16 | Closed |
|
380
AssetMark Inc
Concord,
California
| – | -$1.21K | -7 | Closed |
|
|
AWM
381
Avior Wealth Management
Omaha,
Nebraska
| – | -$1.21K | -7 | Closed |
|
|
CT
382
Colonial Trust
Spartanburg,
South Carolina
| – | -$693 | -4 | Closed |
|
|
CWP
383
Concord Wealth Partners
Abingdon,
Virginia
| – | -$693 | -4 | Closed |
|
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.