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The Mosaic Company

656 hedge funds and large institutions have $7.03B invested in The Mosaic Company in 2025 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 216 increasing their positions, 249 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.6% less ownership

Funds ownership: 93.5%91.91% (-1.6%)

8% less funds holding

Funds holding: 713656 (-57)

13% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 249

22% less call options, than puts

Call options by funds: $154M | Put options by funds: $198M

27% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 155

32% less capital invested

Capital invested by funds: $10.3B → $7.03B (-$3.26B)

Holders
656
Holders Change
-57
Holders Change %
-7.99%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
113
Increased
216
Reduced
249
Closed
155
Calls
$154M
Puts
$198M
Net Calls
-$44M
Net Calls Change
-$41M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Palouse Capital Management
Washington
$2.41K +$2.69K +100 New
CFD
602
Creative Financial Designs
Indiana
$2.31K
MO
603
McMillan Office
Michigan
$2.29K +$2.56K +95 New
HWM
604
HighMark Wealth Management
Minnesota
$2.05K
PWMG
605
Private Wealth Management Group
New Jersey
$1.88K +$566 +21 +37%
RDFA
606
Ritter Daniher Financial Advisory
Ohio
$1.81K +$2.02K +75 New
KFI
607
Key Financial Inc
Pennsylvania
$1.66K
HHMI
608
Howard Hughes Medical Institute
Maryland
$1.64K
WIM
609
Westside Investment Management
California
$1.63K +$1.75K +65 New
RWM
610
Rialto Wealth Management
New York
$1.52K -$215 -8 -11%
LAM
611
Lummis Asset Management
Texas
$1.32K +$1.48K +55 New
QPBE
612
Quintet Private Bank (Europe)
Luxembourg
$1.3K
MCM
613
MV Capital Management
Maryland
$1.28K -$4.77K -177 -77%
VWA
614
Valued Wealth Advisors
Utah
$1.25K -$458 -17 -25%
AssetMark Inc
615
AssetMark Inc
California
$1.05K -$8.97K -333 -88%
VNA
616
Valley National Advisers
Pennsylvania
$1K +$1.13K +42 New
WCM
617
Winthrop Capital Management
Indiana
$1K +$1.35K +50 New
CFM
618
Cornerstone Financial Management
Massachusetts
$988 +$1.1K +41 New
AIC
619
Archer Investment Corporation
Indiana
$964
BL
620
BFSG LLC
California
$930
SIS
621
Sound Income Strategies
Florida
$922 -$10.5K -391 -92%
WTC
622
WhitTier Trust Company
Nevada
$906
AFC
623
Ares Financial Consulting
California
$891 +$996 +37 New
TSMHT
624
Thurston Springer Miller Herd & Titak
Indiana
$843 +$943 +35 New
DPW
625
DiNuzzo Private Wealth
Pennsylvania
$820 -$269 -10 -23%