MZTI

The Marzetti Company

348 hedge funds and large institutions have $2.98B invested in The Marzetti Company in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $2.91B → $2.98B (+$66.6M)

0.74% more ownership

Funds ownership: 61.02%61.76% (+0.74%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.23M
Puts
$105K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
151
Dearborn Partners
Illinois
$949K
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$945K
RPGK
153
Retirement Planning Group (Kansas)
Kansas
$931K
BOC
154
Barbara Oil Co
Illinois
$921K
ACM
155
Aster Capital Management
United Arab Emirates
$883K
JWCA
156
J.W. Coons Advisors
Ohio
$873K
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$851K
Creative Planning
158
Creative Planning
Kansas
$841K
FMC
159
First Merchants Corp
Indiana
$823K
AL
160
ADE LLC
Maryland
$818K
TCM
161
Tributary Capital Management
Nebraska
$811K
SOMRS
162
State of Michigan Retirement System
Michigan
$811K
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$807K
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$776K
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$773K
ETC
166
Exchange Traded Concepts
Oklahoma
$770K
AI
167
Atria Investments
North Carolina
$762K
CFD
168
Creative Financial Designs
Indiana
$760K
CWM
169
CIBC World Markets
New York
$760K
NMIMC
170
Northwestern Mutual Investment Management Company
Wisconsin
$751K
PFSRSONJ
171
Police & Firemen's Retirement System of New Jersey
New Jersey
$730K
SAW
172
Signal Advisors Wealth
Michigan
$726K
FWM
173
Foguth Wealth Management
Michigan
$726K
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$718K
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$701K