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MZTI

The Marzetti Company

361 hedge funds and large institutions have $2.47B invested in The Marzetti Company in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 43

16% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 117

5% more funds holding

Funds holding: 343361 (+18)

4.29% more ownership

Funds ownership: 60.75%65.04% (+4.3%)

10% less capital invested

Capital invested by funds: $2.75B → $2.47B (-$283M)

84% less call options, than puts

Call options by funds: $360K | Put options by funds: $2.19M

Holders
361
Holders Change
+18
Holders Change %
+5.25%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
67
Increased
136
Reduced
117
Closed
43
Calls
$360K
Puts
$2.19M
Net Calls
-$1.83M
Net Calls Change
-$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$363M +$11.3M +71,132 +3%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$181M +$208M +1,308,840 New
State Street
3
State Street
Massachusetts
$137M +$1.55M +9,767 +1%
VCM
4
Vanguard Capital Management
Pennsylvania
$121M +$139M +876,161 New
AQR Capital Management
5
AQR Capital Management
Connecticut
$115M +$71.6M +449,973 +118%
First Trust Advisors
6
First Trust Advisors
Illinois
$111M +$19.7M +123,875 +18%
Charles Schwab
7
Charles Schwab
California
$104M +$73.6M +462,648 +159%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$91.7M +$5.19M +32,634 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$76.9M +$1.22M +7,671 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$51.3M +$2.29M +14,400 +4%
LCOV
11
London Company of Virginia
Virginia
$49.9M -$730K -4,585 -1%
Morgan Stanley
12
Morgan Stanley
New York
$35.5M +$6.95M +43,678 +20%
Goldman Sachs
13
Goldman Sachs
New York
$34.8M +$23.8M +149,818 +147%
Northern Trust
14
Northern Trust
Illinois
$34.8M +$664K +4,173 +2%
BTW
15
Boston Trust Walden
Massachusetts
$32.2M -$4.95M -31,090 -12%
Principal Financial Group
16
Principal Financial Group
Iowa
$32M -$2.09M -13,127 -5%
GKIM
17
GW&K Investment Management
Massachusetts
$31.7M -$1.45M -9,122 -4%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$28.1M +$31.9M +200,410 New
SAM
19
Silvercrest Asset Management
New York
$27.9M -$11.7M -73,374 -27%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.8M +$3.42M +21,514 +12%
ProShare Advisors
21
ProShare Advisors
Maryland
$26.8M -$6.56M -41,198 -18%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$26.7M +$42.8K +269 +0.1%
Barclays
23
Barclays
United Kingdom
$26.3M +$20.8M +130,903 +221%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$26M -$492K -3,094 -2%
Invesco
25
Invesco
Georgia
$24.6M -$1.13M -7,107 -4%