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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
GRP
551
Global Retirement Partners
California
$90.2K +$78.7K +2,286 +723%
PWAM
552
Private Wealth Asset Management
Iowa
$77.6K -$7.85K -228 -9%
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75.9K -$9.06K -263 -11%
NFSG
554
Newbridge Financial Services Group
Florida
$72.9K
UB
555
UMB Bank
Missouri
$69.5K +$3.79K +110 +6%
QL
556
Quarry LP
New York
$62.3K -$936K -27,178 -94%
DMBA
557
Deseret Mutual Benefit Administrators
Utah
$58.9K
AAS
558
Ameritas Advisory Services
Nebraska
$58.5K +$34 +1 +0.1%
WA
559
Westfuller Advisors
New York
$54.8K +$54.5K +1,581 New
AF
560
Advisornet Financial
Minnesota
$54.4K
PK
561
Pflug Koory
Nebraska
$50.6K
Bessemer Group
562
Bessemer Group
New Jersey
$50K +$25.8K +749 +107%
SC
563
Stance Capital
Massachusetts
$48.3K +$48K +1,393 New
BTI
564
Blue Trust Inc
Georgia
$48.1K +$21.8K +633 +84%
HFS
565
Hantz Financial Services
Michigan
$48K +$26.6K +772 +128%
PFBT
566
Parkside Financial Bank & Trust
Missouri
$47.1K -$6.54K -190 -12%
JFG
567
Jefferies Financial Group
New York
$43.4K +$43.1K +1,250 New
BG
568
Bollard Group
Massachusetts
$43K +$276 +8 +0.7%
RFP
569
Root Financial Partners
California
$42K +$41.8K +1,212 New
PS
570
Principal Securities
Iowa
$42K +$344 +10 +0.8%
KB
571
Kimelman & Baird
New York
$41.6K -$17.2K -500 -29%
OP
572
ORG Partners
Indiana
$41.3K -$965 -28 -2%
FDCP
573
Foster Dykema Cabot & Partners
Massachusetts
$40.1K +$14K +407 +54%
SAM
574
Smartleaf Asset Management
Massachusetts
$39.4K +$14.3K +415 +58%
TPCW
575
TD Private Client Wealth
New York
$36.4K -$413 -12 -1%