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The Mosaic Company
MOS

Overview Fund Activity

689 hedge funds and large institutions have $10.6B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 262 increasing their positions, 198 reducing their positions, and 66 closing their positions.

Holders
689
Holders Change
+71
Holders Change %
+11.49%
% of All Funds
9.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
153
Increased
262
Reduced
198
Closed
66
Calls
$270M
Puts
$339M
Net Calls
-$69.4M
Net Calls Change
-$7.27M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$765M
2
Norges Bank
2
Norges Bank
Norway
$158M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$271M
4
Truist Financial
4
Truist Financial
North Carolina
$73.8M
5
MIM
5
Merewether Investment Management
Texas
$72.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$86.8M
2
Invesco
2
Invesco
Georgia
$323M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$109M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$70.6M
5
RL
5
Ruffer LLP
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WTC
651
WhitTier Trust Company
Nevada
$1.31K 36 – –
DPW
652
DiNuzzo Private Wealth
Pennsylvania
$1.28K 35 +12 +52%
DF
653
DecisionPoint Financial
Arizona
$1.25K 34 +34 New
WCM
654
WealthTrak Capital Management
Virginia
$1.1K 30 +20 +200%
GWSA
655
Global Wealth Strategies & Associates
Colorado
$1.06K 29 – –
PWA
656
Principia Wealth Advisory
Texas
$1.06K 29 +9 +45%
TIM
657
Tortoise Investment Management
New York
$1.02K 28 +28 New
BGAI
658
Bruce G. Allen Investments
Colorado
$948 26 +8 +44%
CTA
659
Colonial Trust Advisors
South Carolina
$912 25 – –
Kayne Anderson Rudnick Investment Management
660
Kayne Anderson Rudnick Investment Management
California
$876 24 +24 New
BWL
661
Bogart Wealth LLC
Virginia
$803 22 – –
MSWA
662
Marshall & Sterling Wealth Advisors
New York
$736 21 +21 New
KWM
663
Kiker Wealth Management
Georgia
$730 20 – –
CWP
664
Concord Wealth Partners
Virginia
$730 20 – –
KG
665
Kilter Group
New York
$730 20 +20 New
QWM
666
Quaker Wealth Management
New Jersey
$730 20 +20 New
SIC
667
SJS Investment Consulting
Ohio
$694 19 +6 +46%
BHWM
668
Bay Harbor Wealth Management
Maryland
$693 19 +12 +171%
HIA
669
HFM Investment Advisors
New Jersey
$693 19 +13 +217%
FMP
670
Financial Management Professionals
Texas
$584 16 – –
DF
671
Dunhill Financial
United Kingdom
$548 15 -51 -77%
KIM
672
Kestra Investment Management
Texas
$541 20 – –
CPG
673
Cornerstone Planning Group
New Jersey
$428 12 +4 +50%
AGWCA
674
Annis Gardner Whiting Capital Advisors
Florida
$402 11 – –
PWM
675
Parkworth Wealth Management
California
$401 11 +11 New
25 26
27
28 29