The Marzetti Company
MZTI
364 hedge funds and large institutions have $2.47B invested in The Marzetti Company in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 139 increasing their positions, 116 reducing their positions, and 44 closing their positions.
55% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 44
20% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 116
6% more funds holding
Funds holding: 345 → 364 (+19)
4.42% more ownership
Funds ownership: 60.64% → 65.05% (+4.4%)
10% less capital invested
Capital invested by funds: $2.75B → $2.47B (-$277M)
84% less call options, than puts
Call options by funds: $360K | Put options by funds: $2.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$73.6M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$71.6M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$31.9M |
| 4 |
Goldman Sachs
New York
|
+$23.8M |
| 5 |
Barclays
London,
United Kingdom
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$90M |
| 2 |
Millennium Management
New York
|
-$39.4M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$28.3M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$15.4M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$12.3M |
MZTI Hedge Fund Activity: Q1 2026 in Review
364 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in The Marzetti Company (MZTI) for Q1 2026, worth a combined $2.47B — down 10% from $2.75B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new MZTI positions and 44 closed out — a net gain of 24 holders — while 139 added to existing stakes and 116 trimmed.
The largest buyer was Charles Schwab, adding an estimated $73.6M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $90M sold.
- 364 institutional investors held The Marzetti Company (MZTI) as of Q1 2026, up from 345 in Q4 2025.
- Funds reported $2.47B of The Marzetti Company stock for Q1 2026, down 10% quarter-over-quarter.
- 68 funds opened new The Marzetti Company positions in Q1 2026 and 44 closed out, a net change of +24 holders.
- The largest The Marzetti Company buyer in Q1 2026 was Charles Schwab, an estimated $73.6M added.
- The largest The Marzetti Company seller in Q1 2026 was William Blair Investment Management, an estimated $90M sold.
Based on aggregated 13F filings for Q1 2026.