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The Mosaic Company

692 hedge funds and large institutions have $7.2B invested in The Mosaic Company in 2026 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 277 increasing their positions, 188 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

52% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 94

47% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 188

5% more funds holding

Funds holding: 656692 (+36)

9% more call options, than puts

Call options by funds: $358M | Put options by funds: $328M

2% more capital invested

Capital invested by funds: $7.03B → $7.2B (+$172M)

2.9% less ownership

Funds ownership: 91.91%89.01% (-2.9%)

Holders
692
Holders Change
+36
Holders Change %
+5.49%
% of All Funds
8.52%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
143
Increased
277
Reduced
188
Closed
94
Calls
$358M
Puts
$328M
Net Calls
+$30.5M
Net Calls Change
+$74.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
626
City State Bank
Iowa
$2.55K
CAM
627
Costello Asset Management
Pennsylvania
$2.55K
RPA
628
Redwood Park Advisors
California
$2.55K +$2.74K +100 New
CFD
629
Creative Financial Designs
Indiana
$2.45K
MO
630
McMillan Office
Michigan
$2.42K
FPF
631
First Pacific Financial
Washington
$2.37K +$2.55K +93 New
HWM
632
HighMark Wealth Management
Minnesota
$2.19K +$27 +1 +1%
OCWP
633
Owl Creek Wealth Partners
Colorado
$2.17K +$2.33K +85 New
AT
634
Arlington Trust
Alabama
$1.99K +$2.14K +78 New
RDFA
635
Ritter Daniher Financial Advisory
Ohio
$1.93K +$27 +1 +1%
CT
636
Clearstead Trust
Maine
$1.91K +$1.23K +45 +150%
PWMG
637
Private Wealth Management Group
New Jersey
$1.84K -$165 -6 -8%
TFM
638
TFC Financial Management
Massachusetts
$1.63K +$1.62K +59 +1,180%
TM
639
Torren Management
California
$1.53K -$37.7K -1,374 -96%
CFG
640
Clayton Financial Group
Missouri
$1.45K +$1.04K +38 +200%
LAM
641
Lummis Asset Management
Texas
$1.4K
MCA
642
McGuire Capital Advisors
Oklahoma
$1.4K -$18.4K -670 -92%
RWM
643
Rialto Wealth Management
New York
$1.38K -$247 -9 -14%
BWL
644
Bogart Wealth LLC
Virginia
$1.38K +$1.48K +54 New
SSG
645
Summit Securities Group
New York
$1.33K -$11.5K -419 -89%
BHWM
646
Bay Harbor Wealth Management
Maryland
$1.33K +$603 +22 +73%
KFI
647
Key Financial Inc
Pennsylvania
$1.25K -$548 -20 -29%
VWA
648
Valued Wealth Advisors
Utah
$1.06K -$274 -10 -19%
CFM
649
Cornerstone Financial Management
Massachusetts
$1.05K
AIC
650
Archer Investment Corporation
Indiana
$1.02K