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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
WB
26
WesBanco Bank
West Virginia
$28.6M -$45.6K -253 -0.2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$25.6M +$2.13M +11,790 +9%
Bank of America
28
Bank of America
North Carolina
$22.1M +$4.13M +22,903 +22%
JP Morgan Chase
29
JP Morgan Chase
New York
$22M +$4.56M +25,312 +25%
Citadel Advisors
30
Citadel Advisors
Florida
$19.9M -$17M -94,390 -45%
WCM Investment Management
31
WCM Investment Management
California
$17.4M -$1.1M -6,117 -6%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$16.7M -$602K -3,339 -3%
AQR Capital Management
33
AQR Capital Management
Connecticut
$16.6M -$1.97M -10,926 -10%
WF
34
Welch & Forbes
Massachusetts
$13.5M -$74.1K -411 -0.5%
UBS Group
35
UBS Group
Switzerland
$11.1M -$5.42M -30,085 -32%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$10.8M +$223K +1,235 +2%
N
37
Nuveen
North Carolina
$10.5M +$1.35M +7,473 +14%
Franklin Resources
38
Franklin Resources
California
$10.4M +$27.2K +151 +0.3%
TI
39
Trexquant Investment
Connecticut
$10.4M +$3.98M +22,079 +59%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$10.1M +$5.34M +29,599 +104%
Principal Financial Group
41
Principal Financial Group
Iowa
$9.18M +$119K +659 +1%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$8.91M -$2.79M -15,484 -23%
CRM
43
Cramer Rosenthal McGlynn
Connecticut
$8.83M +$180K +996 +2%
Raymond James Financial
44
Raymond James Financial
Florida
$8.55M -$98.8K -548 -1%
AG
45
Algert Global
California
$8.52M +$6.9M +38,282 +368%
Squarepoint
46
Squarepoint
New York
$8.5M +$8.31M +46,085 +1,843%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$8.24M +$8.49M +47,085 New
LI
48
Leeward Investments
Massachusetts
$8.06M -$386K -2,143 -4%
UBS AM
49
UBS AM
Illinois
$7.28M +$15K +83 +0.2%
Legal & General Group
50
Legal & General Group
United Kingdom
$7.26M -$187K -1,038 -2%

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.