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The Mosaic Company

713 hedge funds and large institutions have $10.3B invested in The Mosaic Company in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 269 increasing their positions, 228 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 228

12% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 93

1% more funds holding

Funds holding: 706713 (+7)

0.89% more ownership

Funds ownership: 92.61%93.5% (+0.89%)

1% less call options, than puts

Call options by funds: $276M | Put options by funds: $279M

4% less capital invested

Capital invested by funds: $10.7B → $10.3B (-$429M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
713
Holders Change
+7
Holders Change %
+0.99%
% of All Funds
9.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
104
Increased
269
Reduced
228
Closed
93
Calls
$276M
Puts
$279M
Net Calls
-$2.92M
Net Calls Change
+$59M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Sterling Capital Management
North Carolina
$1.09M -$46.4K -1,346 -4%
KAS
302
Kestra Advisory Services
Texas
$1.08M -$4.51K -131 -0.4%
Lazard Asset Management
303
Lazard Asset Management
New York
$1.07M +$114K +3,311 +12%
MWM
304
Moran Wealth Management
Florida
$1.07M +$92.4K +2,681 +9%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$1.07M +$1.06M +30,909 New
EAM
306
Everstar Asset Management
North Carolina
$1.05M +$285K +8,263 +37%
CIBC World Market
307
CIBC World Market
Ontario, Canada
$1.05M +$222K +6,458 +27%
MPI
308
Mairs & Power Inc
Minnesota
$1.02M -$61.3K -1,780 -6%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$994K +$595K +17,271 +142%
HC
310
Hourglass Capital
Texas
$975K -$172K -5,000 -15%
UA
311
Unison Advisors
District of Columbia
$972K +$5.55K +161 +0.6%
CWM
312
Calamos Wealth Management
Illinois
$970K
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$950K -$1.7M -49,327 -64%
MFS
314
Mattson Financial Services
Michigan
$947K +$940K +27,295 New
VIM
315
Vinva Investment Management
Australia
$943K +$29K +842 +5%
IAM
316
Ion Asset Management
Israel
$942K
Rafferty Asset Management
317
Rafferty Asset Management
New York
$938K +$5.65K +164 +0.6%
SCM
318
Saba Capital Management
New York
$936K -$1.6M -46,463 -63%
HF
319
HRT Financial
New York
$926K -$10.6M -308,646 -92%
CS
320
Candriam SCA
Luxembourg
$924K +$102K +2,952 +12%
CWM
321
Cadence Wealth Management
Massachusetts
$921K +$49.3K +1,432 +6%
TPM
322
Triasima Portfolio Management
Quebec, Canada
$875K -$235K -6,830 -21%
LSA
323
Leonteq Securities AG
Switzerland
$868K +$120K +3,496 +16%
RIA
324
Recurrent Investment Advisors
Texas
$866K
SI
325
Stephens Inc
Arkansas
$864K +$104K +3,010 +14%