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The Mosaic Company

693 hedge funds and large institutions have $10.7B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 264 increasing their positions, 200 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

12% more funds holding

Funds holding: 618693 (+75)

6.87% more ownership

Funds ownership: 85.16%92.03% (+6.9%)

18% less call options, than puts

Call options by funds: $310M | Put options by funds: $379M

Holders
693
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$310M
Puts
$379M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Probity Advisors
Texas
$266K
AAS
477
Avantax Advisory Services
Texas
$263K
IWC
478
Integrated Wealth Concepts
Massachusetts
$259K
PPW
479
PACK Private Wealth
Minnesota
$259K
ACA
480
Aptus Capital Advisors
Alabama
$258K
MSA
481
MUFG Securities Americas
New York
$256K
VSQM
482
V-Square Quantitative Management
Illinois
$256K
CAG
483
Csenge Advisory Group
Florida
$256K
LCC
484
Lincoln Capital Corp
Rhode Island
$255K
3F
485
360 Financial
Minnesota
$255K
HWM
486
HB Wealth Management
Georgia
$252K
SW
487
SVB Wealth
Massachusetts
$252K
MML Investors Services
488
MML Investors Services
Massachusetts
$246K
Jones Financial Companies
489
Jones Financial Companies
Missouri
$246K
HT
490
Headlands Technologies
Illinois
$245K
AI
491
ArchPoint Investors
Florida
$244K
PCM
492
Polymer Capital Management
New York
$244K
PAG
493
Private Advisor Group
New Jersey
$240K
CW
494
CreativeOne Wealth
Kansas
$238K
TAM
495
Tocqueville Asset Management
New York
$237K
PTC
496
Petrus Trust Company
Texas
$235K
P
497
&Partners
Tennessee
$234K
CFG
498
Citizens Financial Group
Rhode Island
$233K
SC
499
Sapient Capital
Indiana
$228K
Baird Financial Group
500
Baird Financial Group
Wisconsin
$224K