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The Mosaic Company

692 hedge funds and large institutions have $7.2B invested in The Mosaic Company in 2026 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 277 increasing their positions, 188 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

52% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 94

47% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 188

5% more funds holding

Funds holding: 656692 (+36)

9% more call options, than puts

Call options by funds: $358M | Put options by funds: $328M

2% more capital invested

Capital invested by funds: $7.03B → $7.2B (+$172M)

2.9% less ownership

Funds ownership: 91.91%89.01% (-2.9%)

Holders
692
Holders Change
+36
Holders Change %
+5.49%
% of All Funds
8.52%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
143
Increased
277
Reduced
188
Closed
94
Calls
$358M
Puts
$328M
Net Calls
+$30.5M
Net Calls Change
+$74.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
401
International Assets Investment Management
Florida
$342K +$54.7K +1,996 +18%
SPC
402
Sigma Planning Corp
Michigan
$342K +$368K +13,408 New
AFP
403
Ausdal Financial Partners
Iowa
$342K +$367K +13,394 New
GAM
404
Groupama Asset Management
France
$340K -$449K -16,380 -55%
CFG
405
Citizens Financial Group
Rhode Island
$334K +$359K +13,103 New
PAW
406
Plan A Wealth
Nebraska
$333K +$33.5K +1,221 +10%
MSE
407
MUFG Securities EMEA
United Kingdom
$332K
WW
408
Waterfront Wealth
Kansas
$328K +$352K +12,845 New
Jones Financial Companies
409
Jones Financial Companies
Missouri
$319K +$81.7K +2,980 +30%
WMA
410
West Michigan Advisors
Michigan
$315K
UCFA
411
United Capital Financial Advisors
Texas
$314K +$80K +2,917 +31%
PI
412
PFG Investments
New York
$313K +$337K +12,272 New
DT
413
Diversified Trust
Tennessee
$311K +$335K +12,211 New
AA
414
Ancora Advisors
Ohio
$308K -$20.6K -753 -6%
RWM
415
Ritholtz Wealth Management
New York
$308K +$331K +12,077 New
CCM
416
Corsair Capital Management
New York
$306K +$329K +12,000 New
HIIFS
417
Harel Insurance Investments & Financial Services
Israel
$306K +$329K +12,000 New
CAMG
418
CWA Asset Management Group
Florida
$305K -$593K -21,638 -64%
EF
419
Empirical Finance
Pennsylvania
$304K -$658 -24 -0.2%
GWP
420
Gateway Wealth Partners
Wisconsin
$301K +$324K +11,800 New
BPA
421
Beacon Pointe Advisors
California
$299K +$41.8K +1,523 +15%
Asset Management One
422
Asset Management One
Japan
$298K -$6.58K -240 -2%
SAI
423
Systematic Alpha Investments
New Jersey
$297K
KAS
424
Kestra Advisory Services
Texas
$296K +$72.4K +2,640 +29%
CIS
425
Custom Index Systems
New York
$293K +$17.9K +653 +6%