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The Mosaic Company

696 hedge funds and large institutions have $10.7B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 265 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:

12% more funds holding

Funds holding: 619696 (+77)

6.87% more ownership

Funds ownership: 85.16%92.03% (+6.9%)

18% less call options, than puts

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

Holders
696
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
AAP
626
Arax Advisory Partners
Colorado
$5.25K
SIS
627
Strategic Investment Solutions
Illinois
$5.11K
AW
628
Avion Wealth
Texas
$5K
BIA
629
Bell Investment Advisors
California
$4.89K
CT
630
Clearstead Trust
Maine
$4.78K
CG
631
Curat Global
New Hampshire
$4.2K
TSMHT
632
Thurston Springer Miller Herd & Titak
Indiana
$4.08K
TFM
633
TFC Financial Management
Massachusetts
$3.94K
AUB
634
Atlantic Union Bankshares
Virginia
$3.66K
CAM
635
Costello Asset Management
Pennsylvania
$3.65K
CSB
636
City State Bank
Iowa
$3.65K
DAM
637
Delta Asset Management
Tennessee
$3.65K
TC
638
Truvestments Capital
Florida
$3.65K
S
639
Sachetta
Massachusetts
$3.54K
CFD
640
Creative Financial Designs
Indiana
$3.5K
PPA
641
Painted Porch Advisors
California
$3.28K
BI
642
Binnacle Investments
Iowa
$3.25K
HWM
643
HighMark Wealth Management
Minnesota
$3.06K
AWM
644
Activest Wealth Management
Florida
$2.81K
VWA
645
Valued Wealth Advisors
Utah
$2.5K
HHMI
646
Howard Hughes Medical Institute
Maryland
$2.48K
RWM
647
Rialto Wealth Management
New York
$2.26K
PWMG
648
Private Wealth Management Group
New Jersey
$2.08K
QPBE
649
Quintet Private Bank (Europe)
Luxembourg
$1.97K
KFI
650
Key Financial Inc
Pennsylvania
$1.79K