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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
CIBC Private Wealth Group
526
CIBC Private Wealth Group
Georgia
$117K
AIP
527
Ameritas Investment Partners
Nebraska
$114K
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$109K
IA
529
IFP Advisors
Florida
$108K
HNB
530
Huntington National Bank
Ohio
$99.7K
PWAM
531
Private Wealth Asset Management
Iowa
$90K
JFGIW
532
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.4K
NFSG
533
Newbridge Financial Services Group
Florida
$76.7K
UB
534
UMB Bank
Missouri
$69.1K
MYIA
535
Mount Yale Investment Advisors
Colorado
$66.1K
AF
536
Allworth Financial
California
$62.4K
KB
537
Kimelman & Baird
New York
$62K
DMBA
538
Deseret Mutual Benefit Administrators
Utah
$62K
AAS
539
Ameritas Advisory Services
Nebraska
$61.6K
AF
540
Advisornet Financial
Minnesota
$57.3K
PFBT
541
Parkside Financial Bank & Trust
Missouri
$56.5K
PK
542
Pflug Koory
Nebraska
$53.3K
GWM
543
Geneos Wealth Management
Colorado
$52.8K
GM
544
GeoWealth Management
Illinois
$50.4K
BIG
545
Brooklyn Investment Group
New York
$48.2K
BG
546
Bollard Group
Massachusetts
$45K
OP
547
ORG Partners
Indiana
$44.8K
PS
548
Principal Securities
Iowa
$43.8K
TPCW
549
TD Private Client Wealth
New York
$38.8K
GBT
550
Grove Bank & Trust
Florida
$36.8K