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The Mosaic Company

628 hedge funds and large institutions have $7.46B invested in The Mosaic Company in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 218 increasing their positions, 214 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 111

11% more capital invested

Capital invested by funds: $6.75B → $7.46B (+$717M)

2% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 214

0.85% more ownership

Funds ownership: 86.34%87.19% (+0.85%)

1% more funds holding

Funds holding: 624628 (+4)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

28% less call options, than puts

Call options by funds: $156M | Put options by funds: $219M

Holders
628
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
8.42%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
126
Increased
218
Reduced
214
Closed
111
Calls
$156M
Puts
$219M
Net Calls
-$62.1M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SVB Wealth
Massachusetts
$258K +$253K +9,561 New
ASN
427
Advisory Services Network
Georgia
$255K +$19.1K +722 +8%
FFM
428
Forum Financial Management
Illinois
$254K +$2.94K +111 +1%
IC
429
Innealta Capital
Texas
$247K +$242K +9,157 New
CW
430
CreativeOne Wealth
Kansas
$244K +$16.4K +620 +7%
LCGC
431
Legacy Capital Group California
California
$242K -$1.4K -53 -0.6%
AC
432
Allstate Corporation
Illinois
$240K -$17K -644 -7%
PA
433
Probity Advisors
Texas
$238K +$3.09K +117 +1%
LHWM
434
Lake Hills Wealth Management
Texas
$235K -$7.48K -283 -3%
GT
435
Glenmede Trust
Pennsylvania
$234K +$229K +8,652 New
Lido Advisors
436
Lido Advisors
California
$228K -$264 -10 -0.1%
USCWA
437
U.S. Capital Wealth Advisors
Texas
$228K -$181K -6,830 -45%
CI
438
CX Institutional
Indiana
$226K +$221K +8,368 New
TPWA
439
TRUE Private Wealth Advisors
Oregon
$225K
CAM
440
Cidel Asset Management
Ontario, Canada
$220K +$216K +8,163 New
PA
441
Profund Advisors
Maryland
$218K +$214K +8,074 New
PI
442
PFG Investments
New York
$215K +$211K +7,970 New
PCMC
443
Paragon Capital Management (Colorado)
Colorado
$214K +$209K +7,908 New
AFCM
444
Applied Finance Capital Management
Puerto Rico
$209K +$204K +7,724 New
SC
445
Sapient Capital
Indiana
$206K +$202K +7,628 New
CAG
446
Csenge Advisory Group
Florida
$203K +$197K +7,439 New
Flossbach Von Storch
447
Flossbach Von Storch
Germany
$202K +$198K +7,480 New
QCM
448
QRG Capital Management
Illinois
$202K +$198K +7,473 New
A
449
AlphaQuest
New York
$202K +$191K +7,207 +2,804%
USAA
450
United Services Automobile Association
Texas
$201K +$195K +7,362 New

MOS Hedge Fund Activity: Q1 2025 in Review

628 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q1 2025, worth a combined $7.46B — up 11% from $6.75B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new MOS positions and 111 closed out — a net gain of 15 holders — while 218 added to existing stakes and 214 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was BlackRock, cutting an estimated $142M.

  • 628 institutional investors held The Mosaic Company (MOS) as of Q1 2025, up from 624 in Q4 2024.
  • Funds reported $7.46B of The Mosaic Company stock for Q1 2025, up 11% quarter-over-quarter.
  • 126 funds opened new The Mosaic Company positions in Q1 2025 and 111 closed out, a net change of +15 holders.
  • The largest The Mosaic Company buyer in Q1 2025 was Fidelity Investments, an estimated $115M added.
  • The largest The Mosaic Company seller in Q1 2025 was BlackRock, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2025.