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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$22.9M +$3.99M +25,089 +18%
WB
27
WesBanco Bank
West Virginia
$22.5M
Man Group
28
Man Group
United Kingdom
$22.4M -$406K -2,548 -2%
Bank of America
29
Bank of America
North Carolina
$20.1M -$35K -220 -0.2%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$19.4M +$22.4M +140,568 New
UBS Group
31
UBS Group
Switzerland
$18.7M +$9.38M +58,904 +77%
BG
32
Bahl & Gaynor
Ohio
$16.3M -$12.3M -77,405 -40%
TCM
33
Tributary Capital Management
Nebraska
$14.5M +$16M +100,681 +2,280%
N
34
Nuveen
North Carolina
$14M +$6.72M +42,208 +71%
Raymond James Financial
35
Raymond James Financial
Florida
$13.4M +$2.95M +18,551 +24%
Deutsche Bank
36
Deutsche Bank
Germany
$12.9M -$697K -4,382 -4%
Fuller & Thaler Asset Management
37
Fuller & Thaler Asset Management
California
$12.2M +$4.65M +29,222 +49%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$11.4M -$543K -3,409 -4%
Two Sigma Investments
39
Two Sigma Investments
New York
$10.7M -$491K -3,082 -4%
Victory Capital Management
40
Victory Capital Management
Texas
$10.6M +$7.91M +49,682 +184%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$10.5M -$717K -4,507 -6%
WF
42
Welch & Forbes
Massachusetts
$10M -$19.1K -120 -0.2%
JP Morgan Chase
43
JP Morgan Chase
New York
$9.4M +$1.2M +7,530 +13%
ECM
44
ExodusPoint Capital Management
New York
$8.82M +$8.27M +51,938 +439%
AG
45
Algert Global
California
$8.79M -$7.66M -48,126 -43%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$8.6M -$4.27M -26,837 -30%
Corient Private Wealth
47
Corient Private Wealth
Florida
$8.48M -$670K -4,211 -6%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$8.19M +$71.6K +450 +0.8%
LI
49
Leeward Investments
Massachusetts
$7.63M -$210K -1,319 -2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$7.11M -$232K -1,458 -3%