We are live on ! Find out more
MOS icon

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
TPCW
551
TD Private Client Wealth
New York
$22.4K +$960 +35 +4%
GBT
552
Grove Bank & Trust
Florida
$22.2K
MG
553
Mather Group
Illinois
$20.7K +$22.3K +812 New
EWP
554
Elevation Wealth Partners
California
$20.3K +$4.53K +165 +26%
CH
555
Cromwell Holdings
Wyoming
$19.6K
RC
556
Rexford Capital
Texas
$19.4K
DIP
557
DT Investment Partners
Pennsylvania
$19.4K
FDCP
558
Foster Dykema Cabot & Partners
Massachusetts
$19.1K
ZBNA
559
Zions Bancorporation, National Association
Utah
$19K +$8.06K +294 +65%
PTC
560
Private Trust Company
Ohio
$17.4K +$1.43K +52 +8%
DWP
561
Destiny Wealth Partners
Florida
$16.7K +$18K +655 New
MCM
562
Manchester Capital Management
Vermont
$16.7K +$2.74K +100 +18%
QCG
563
Quadrant Capital Group
Ohio
$16.2K -$25.6K -935 -60%
QC
564
Quent Capital
New York
$16.1K +$12.1K +441 +233%
AGWCA
565
Annis Gardner Whiting Capital Advisors
Florida
$15.4K +$9.35K +341 +131%
AWM
566
Activest Wealth Management
Florida
$15.3K -$274 -10 -2%
PFBT
567
Parkside Financial Bank & Trust
Missouri
$15.2K -$16.5K -600 -50%
CTC
568
Central Trust Company
Missouri
$15.2K
CAL
569
Capital Advisors Ltd
Ohio
$15K +$110 +4 +0.7%
LFG
570
Larson Financial Group
Missouri
$14.3K +$11.1K +405 +260%
SWM
571
SHP Wealth Management
Massachusetts
$13.4K +$740 +27 +5%
SIM
572
Synergy Investment Management
Florida
$12.9K +$13.8K +505 New
JFA
573
JNBA Financial Advisors
Minnesota
$12.8K
NS
574
NBC Securities
Alabama
$12.2K
SS
575
Sunbelt Securities
Texas
$11.6K