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
X
201
Xponance
Pennsylvania
$490K
Daiwa Securities Group
202
Daiwa Securities Group
Japan
$476K
BC
203
Bayforest Capital
United Kingdom
$475K
FTWA
204
Fifth Third Wealth Advisors
Ohio
$470K
NGA
205
Naples Global Advisors
Florida
$470K
SFA
206
Sequoia Financial Advisors
Ohio
$447K
SWG
207
Summit Wealth Group
Vermont
$434K
VAS
208
Vestmark Advisory Solutions
Massachusetts
$433K
FC
209
Forte Capital
New York
$420K
HSBC Holdings
210
HSBC Holdings
United Kingdom
$416K
CWM
211
Congress Wealth Management
Massachusetts
$412K
Neuberger Berman Group
212
Neuberger Berman Group
New York
$401K
JIC
213
Johnson Investment Counsel
Ohio
$395K
SOADOR
214
State of Alaska Department of Revenue
Alaska
$395K
Baird Financial Group
215
Baird Financial Group
Wisconsin
$395K
CIC
216
Carnegie Investment Counsel
Ohio
$390K
XT
217
XTX Topco
Cayman Islands
$382K
CC
218
Centiva Capital
New York
$371K
MM
219
MQS Management
New York
$370K
VRS
220
Virginia Retirement Systems
Virginia
$368K
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$363K
DZ Bank
222
DZ Bank
Germany
$360K
STA
223
Smith Thornton Advisors
Alabama
$359K
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$356K
FNA
225
First National Advisers
Nebraska
$354K