We are live on ! Find out more
MOS icon

The Mosaic Company

706 hedge funds and large institutions have $10.7B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 269 increasing their positions, 202 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 67

44% more capital invested

Capital invested by funds: $7.46B → $10.7B (+$3.25B)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

33% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 202

12% more funds holding

Funds holding: 628706 (+78)

5.42% more ownership

Funds ownership: 87.19%92.61% (+5.4%)

16% less call options, than puts

Call options by funds: $317M | Put options by funds: $379M

Holders
706
Holders Change
+78
Holders Change %
+12.42%
% of All Funds
9.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
155
Increased
269
Reduced
202
Closed
67
Calls
$317M
Puts
$379M
Net Calls
-$61.9M
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
601
Ogorek Anthony Joseph
New York
$12K
HWM
602
Hemington Wealth Management
Virginia
$12K +$6.34K +198 +139%
RF
603
Roxbury Financial
New Jersey
$11.8K +$160 +5 +2%
JWA
604
JFS Wealth Advisors
Pennsylvania
$11.6K
GRP
605
Global Retirement Partners
California
$11.5K +$10.1K +316 New
PGAM
606
Princeton Global Asset Management
New Jersey
$11.5K +$10.1K +314 New
MPW
607
MASECO Private Wealth
$11.3K +$9.9K +309 New
CL
608
CSS LLC
Illinois
$11.2K -$373K -11,630 -97%
CA
609
Clearstead Advisors
Ohio
$11.2K +$1.54K +48 +18%
EWM
610
Evermay Wealth Management
Virginia
$11.1K +$6.41K +200 +190%
CIA
611
Cape Investment Advisory
Georgia
$11.1K +$64 +2 +0.7%
GKIM
612
GW&K Investment Management
Massachusetts
$11K +$8.36K +261 +522%
BPC
613
Banque Pictet & Cie
Switzerland
$10.9K +$9.61K +300 New
HNB
614
Hilltop National Bank
Wyoming
$10.9K +$9.61K +300 New
TCM
615
Traub Capital Management
Massachusetts
$10.9K +$9.61K +300 New
AssetMark Inc
616
AssetMark Inc
California
$10K -$608K -18,976 -99%
RS
617
Rakuten Securities
Japan
$9.45K -$3.65K -114 -31%
FFO
618
Fortitude Family Office
Arizona
$9.16K +$3.11K +97 +63%
APW
619
Aventura Private Wealth
Florida
$9.12K
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$9.01K
NSG
621
Nalls Sherbakoff Group
Tennessee
$8.65K
MCM
622
MV Capital Management
Maryland
$8.39K +$32 +1 +0.4%
SWM
623
Spire Wealth Management
Virginia
$8.1K -$5.64K -176 -44%
POIA
624
Pin Oak Investment Advisors
Texas
$8K -$395K -12,340 -98%
SSG
625
Summit Securities Group
New York
$7.81K -$69.1K -2,156 -91%

MOS Hedge Fund Activity: Q2 2025 in Review

706 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2025, worth a combined $10.7B — up 44% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new MOS positions and 67 closed out — a net gain of 88 holders — while 269 added to existing stakes and 202 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $526M. The largest seller was T. Rowe Price Associates, cutting an estimated $474M.

  • 706 institutional investors held The Mosaic Company (MOS) as of Q2 2025, up from 628 in Q1 2025.
  • Funds reported $10.7B of The Mosaic Company stock for Q2 2025, up 44% quarter-over-quarter.
  • 155 funds opened new The Mosaic Company positions in Q2 2025 and 67 closed out, a net change of +88 holders.
  • The largest The Mosaic Company buyer in Q2 2025 was Fidelity Investments, an estimated $526M added.
  • The largest The Mosaic Company seller in Q2 2025 was T. Rowe Price Associates, an estimated $474M sold.

Based on aggregated 13F filings for Q2 2025.