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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
DP
151
Dearborn Partners
Illinois
$949K -$106K -589 -10%
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$945K
RPGK
153
Retirement Planning Group (Kansas)
Kansas
$931K -$26.7K -148 -3%
BOC
154
Barbara Oil Co
Illinois
$921K
ACM
155
Aster Capital Management
United Arab Emirates
$883K +$831K +4,607 +35,438%
JWCA
156
J.W. Coons Advisors
Ohio
$873K
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$851K +$6.13K +34 +0.7%
Creative Planning
158
Creative Planning
Kansas
$841K -$19.1K -106 -2%
FMC
159
First Merchants Corp
Indiana
$823K
AL
160
ADE LLC
Maryland
$818K -$9.92K -55 -1%
TCM
161
Tributary Capital Management
Nebraska
$811K +$34.1K +189 +4%
SOMRS
162
State of Michigan Retirement System
Michigan
$811K +$18K +100 +2%
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$807K +$63.5K +352 +8%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$776K -$87.3K -484 -10%
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$773K +$206K +1,144 +35%
ETC
166
Exchange Traded Concepts
Oklahoma
$770K -$31.6K -175 -4%
AI
167
Atria Investments
North Carolina
$762K +$49.6K +275 +7%
CFD
168
Creative Financial Designs
Indiana
$760K +$58.6K +325 +8%
CWM
169
CIBC World Markets
New York
$760K +$453K +2,512 +137%
NMIMC
170
Northwestern Mutual Investment Management Company
Wisconsin
$751K +$361 +2 +0%
PFSRSONJ
171
Police & Firemen's Retirement System of New Jersey
New Jersey
$730K
FWM
172
Foguth Wealth Management
Michigan
$726K
SAW
173
Signal Advisors Wealth
Michigan
$726K
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$718K
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$701K +$7.93K +44 +1%

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.