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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
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$490K +$397K +2,200 +367%
X
202
Xponance
Pennsylvania
$490K +$6.67K +37 +1%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$476K +$37.5K +208 +8%
BC
204
Bayforest Capital
United Kingdom
$475K +$490K +2,715 New
FTWA
205
Fifth Third Wealth Advisors
Ohio
$470K -$53.7K -298 -10%
NGA
206
Naples Global Advisors
Florida
$470K +$31.6K +175 +7%
SFA
207
Sequoia Financial Advisors
Ohio
$447K +$2.16K +12 +0.5%
SWG
208
Summit Wealth Group
Vermont
$434K +$2.34K +13 +0.5%
VAS
209
Vestmark Advisory Solutions
Massachusetts
$433K +$81K +449 +22%
FC
210
Forte Capital
New York
$420K
HSBC Holdings
211
HSBC Holdings
United Kingdom
$416K +$134K +741 +45%
CWM
212
Congress Wealth Management
Massachusetts
$412K +$180 +1 +0%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$401K +$8.65K +48 +2%
JIC
214
Johnson Investment Counsel
Ohio
$395K +$180 +1 +0%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$395K +$9.92K +55 +2%
Baird Financial Group
216
Baird Financial Group
Wisconsin
$395K -$12.1K -67 -3%
CIC
217
Carnegie Investment Counsel
Ohio
$390K -$18K -100 -4%
XT
218
XTX Topco
Cayman Islands
$382K -$98.3K -545 -20%
CC
219
Centiva Capital
New York
$371K +$382K +2,118 New
MM
220
MQS Management
New York
$370K +$381K +2,115 New
VRS
221
Virginia Retirement Systems
Virginia
$368K +$379K +2,100 New
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$363K
DZ Bank
223
DZ Bank
Germany
$360K -$251K -1,392 -40%
STA
224
Smith Thornton Advisors
Alabama
$359K -$180 -1 -0%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$356K -$51.9K -288 -12%

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.