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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
BlackRock
1
BlackRock
New York
$458M +$20M +110,797 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$383M -$1.93M -10,681 -0.5%
State Street
3
State Street
Massachusetts
$176M -$5.39M -29,903 -3%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$126M -$21.3M -118,063 -14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$103M +$4.39M +24,357 +4%
First Trust Advisors
6
First Trust Advisors
Illinois
$99.2M +$54.4M +301,626 +114%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$90.6M +$1.3M +7,224 +1%
LCOV
8
London Company of Virginia
Virginia
$79.3M +$495K +2,744 +0.6%
CIP
9
Champlain Investment Partners
Vermont
$60.9M -$17.4M -96,229 -22%
SAM
10
Silvercrest Asset Management
New York
$58.8M -$2.21M -12,248 -4%
Morgan Stanley
11
Morgan Stanley
New York
$58.4M -$4.98M -27,634 -8%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$56.5M -$5.77M -31,995 -9%
Renaissance Technologies
13
Renaissance Technologies
New York
$56.4M +$1.76M +9,762 +3%
BTW
14
Boston Trust Walden
Massachusetts
$52.6M -$890K -4,938 -2%
Northern Trust
15
Northern Trust
Illinois
$50.4M -$430K -2,383 -0.8%
Charles Schwab
16
Charles Schwab
California
$50M -$18.4K -102 -0%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.1M +$7.77M +43,068 +19%
GKIM
18
GW&K Investment Management
Massachusetts
$46.6M -$171K -946 -0.4%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$45.9M -$27.4M -151,755 -37%
Goldman Sachs
20
Goldman Sachs
New York
$38.7M +$5.54M +30,731 +16%
ProShare Advisors
21
ProShare Advisors
Maryland
$38.3M -$3.49M -19,361 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$36.9M -$512K -2,841 -1%
Invesco
23
Invesco
Georgia
$35.2M +$2.17M +12,015 +6%
BG
24
Bahl & Gaynor
Ohio
$31.7M +$4.15M +23,027 +15%
William Blair & Company
25
William Blair & Company
Illinois
$31.5M -$2.18M -12,097 -6%

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.