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The Mosaic Company

700 hedge funds and large institutions have $10.7B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 266 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:

13% more funds holding

Funds holding: 621700 (+79)

6.88% more ownership

Funds ownership: 85.17%92.04% (+6.9%)

18% less call options, than puts

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

Holders
700
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
GRP
601
Global Retirement Partners
California
$11.5K
PGAM
602
Princeton Global Asset Management
New Jersey
$11.5K
MPW
603
MASECO Private Wealth
$11.3K
CL
604
CSS LLC
Illinois
$11.2K
CA
605
Clearstead Advisors
Ohio
$11.2K
EWM
606
Evermay Wealth Management
Virginia
$11.1K
CIA
607
Cape Investment Advisory
Georgia
$11.1K
GKIM
608
GW&K Investment Management
Massachusetts
$11K
BPC
609
Banque Pictet & Cie
Switzerland
$10.9K
HNB
610
Hilltop National Bank
Wyoming
$10.9K
TCM
611
Traub Capital Management
Massachusetts
$10.9K
AssetMark Inc
612
AssetMark Inc
California
$10K
RS
613
Rakuten Securities
Japan
$9.45K
FFO
614
Fortitude Family Office
Arizona
$9.16K
APW
615
Aventura Private Wealth
Florida
$9.12K
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$9.01K
MCM
617
MV Capital Management
Maryland
$8.39K
SWM
618
Spire Wealth Management
Virginia
$8.1K
POIA
619
Pin Oak Investment Advisors
Texas
$8K
SSG
620
Summit Securities Group
New York
$7.81K
BMC
621
Bear Mountain Capital
Washington
$7.25K
CA
622
Centerpoint Advisors
Massachusetts
$7K
PB
623
Pinnacle Bancorp
Nebraska
$6.53K
LI
624
LRI Investments
Florida
$6.31K
PWA
625
Physician Wealth Advisors
Utah
$6.2K