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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
BWL
601
Bogart Wealth LLC
Virginia
$594 +$582 +22 New
KIM
602
Kestra Investment Management
Texas
$541 +$529 +20 New
RWM
603
Rialto Wealth Management
New York
$541 +$529 +20 New
CWP
604
Concord Wealth Partners
Virginia
$540 +$529 +20 New
KWM
605
Kiker Wealth Management
Georgia
$540 +$529 +20 New
PWA
606
Principia Wealth Advisory
Texas
$494 -$26 -1 -5%
BGAI
607
Bruce G. Allen Investments
Colorado
$486 -$3.89K -147 -89%
CWP
608
Clark Wealth Partners
Illinois
$432
FMP
609
Financial Management Professionals
Texas
$432
LFG
610
Larson Financial Group
Missouri
$432
SIC
611
SJS Investment Consulting
Ohio
$352
TWD
612
True Wealth Design
Ohio
$352 +$344 +13 New
CA
613
Continuum Advisory
Idaho
$351 -$661 -25 -66%
AGWCA
614
Annis Gardner Whiting Capital Advisors
Florida
$298
WCM
615
WealthTrak Capital Management
Virginia
$271 -$2.83K -107 -91%
TFM
616
TFC Financial Management
Massachusetts
$271 +$264 +10 New
WW
617
Winnow Wealth
Texas
$268 +$79 +3 +43%
CPG
618
Cornerstone Planning Group
New Jersey
$224 -$106 -4 -33%
BIM
619
Breakwater Investment Management
Washington
$217
DCP
620
Distillate Capital Partners
Illinois
$189 -$26 -1 -13%
BHWM
621
Bay Harbor Wealth Management
Maryland
$189 +$185 +7 New
HIA
622
HFM Investment Advisors
New Jersey
$163 +$159 +6 New
GC
623
Garde Capital
Washington
$136 +$132 +5 New
GA
624
GoalVest Advisory
New York
$135 +$132 +5 New
HIA
625
Harbor Investment Advisory
Maryland
$116 -$1.35K -51 -93%

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.