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The Mosaic Company

689 hedge funds and large institutions have $7.19B invested in The Mosaic Company in 2026 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 276 increasing their positions, 186 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

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 → $7.19B (+$164M)

2.99% less ownership

Funds ownership: 91.9%88.92% (-3%)

Holders
689
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$358M
Puts
$328M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
651
Ares Financial Consulting
California
$982
MCM
652
MV Capital Management
Maryland
$944
SIS
653
Sound Income Strategies
Florida
$929
TSMHT
654
Thurston Springer Miller Herd & Titak
Indiana
$892
AUB
655
Atlantic Union Bankshares
Virginia
$867
DF
656
DecisionPoint Financial
Arizona
$867
DF
657
Dunhill Financial
United Kingdom
$852
MWA
658
Merkkuri Wealth Advisors
New York
$833
1CP
659
1015 Capital Partners
Pennsylvania
$714
Kayne Anderson Rudnick Investment Management
660
Kayne Anderson Rudnick Investment Management
California
$612
VWM
661
Vermillion Wealth Management
Minnesota
$587
BPC
662
Banque Pictet & Cie
Switzerland
$510
CPG
663
Cornerstone Planning Group
New Jersey
$489
PWA
664
Physician Wealth Advisors
Utah
$485
HIA
665
HFM Investment Advisors
New Jersey
$485
FLP
666
Financial Life Planners
Arizona
$466
NSIM
667
North Star Investment Management
Illinois
$459
FMP
668
Financial Management Professionals
Texas
$408
AssetMark Inc
669
AssetMark Inc
California
$379
BGAI
670
Bruce G. Allen Investments
Colorado
$332
DRP
671
Decker Retirement Planning
Utah
$281
T
672
Tidemark
California
$281
SWP
673
Strategic Wealth Partners
Ohio
$276
AP
674
Aspect Partners
Virginia
$255
TC
675
Trust Company
Kansas
$255