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The Mosaic Company
MOS

Overview Fund Activity

692 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, 264 increasing their positions, 199 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
+74
Holders Change %
+11.97%
% of All Funds
9.28%
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
264
Reduced
199
Closed
66
Calls
$310M
Puts
$379M
Net Calls
-$69.2M
Net Calls Change
-$7.14M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$599M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$97.2M
3
Truist Financial
Truist Financial
North Carolina
+$73.2M
4
MIM
Merewether Investment Management
Texas
+$72.4M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$70.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$539M
2
Invesco
Invesco
Georgia
-$131M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$43.2M
4
TSW
Thompson Siegel & Walmsley
Virginia
-$39.3M
5
RL
Ruffer LLP
United Kingdom
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
651
Whipplewood Advisors
Colorado
$1.39K -$1.39K -38 -50%
CT
652
Colonial Trust
South Carolina
$1.32K +$1.19K +37 +925%
TCA
653
Trifecta Capital Advisors
Illinois
$1.31K +$1.31K +36 New
WTC
654
WhitTier Trust Company
Nevada
$1.31K – – –
DPW
655
DiNuzzo Private Wealth
Pennsylvania
$1.28K +$438 +12 +52%
DF
656
DecisionPoint Financial
Arizona
$1.25K +$1.25K +34 New
WCM
657
WealthTrak Capital Management
Virginia
$1.1K +$730 +20 +200%
GWSA
658
Global Wealth Strategies & Associates
Colorado
$1.06K – – –
PWA
659
Principia Wealth Advisory
Texas
$1.06K +$328 +9 +45%
TIM
660
Tortoise Investment Management
New York
$1.02K +$1.02K +28 New
BGAI
661
Bruce G. Allen Investments
Colorado
$948 +$292 +8 +44%
CTA
662
Colonial Trust Advisors
South Carolina
$912 – – –
Kayne Anderson Rudnick Investment Management
663
Kayne Anderson Rudnick Investment Management
California
$876 +$876 +24 New
BWL
664
Bogart Wealth LLC
Virginia
$803 – – –
MSWA
665
Marshall & Sterling Wealth Advisors
New York
$736 +$736 +21 New
CWP
666
Concord Wealth Partners
Virginia
$730 – – –
KWM
667
Kiker Wealth Management
Georgia
$730 – – –
QWM
668
Quaker Wealth Management
New Jersey
$730 +$730 +20 New
KG
669
Kilter Group
New York
$730 +$730 +20 New
SIC
670
SJS Investment Consulting
Ohio
$694 +$219 +6 +46%
BHWM
671
Bay Harbor Wealth Management
Maryland
$693 +$438 +12 +171%
HIA
672
HFM Investment Advisors
New Jersey
$693 +$474 +13 +217%
FMP
673
Financial Management Professionals
Texas
$584 – – –
DF
674
Dunhill Financial
United Kingdom
$548 -$1.86K -51 -77%
KIM
675
Kestra Investment Management
Texas
$541 – – –
25 26
27
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