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The Mosaic Company

706 hedge funds and large institutions have $10.7B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 269 increasing their positions, 202 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 67

44% more capital invested

Capital invested by funds: $7.46B → $10.7B (+$3.25B)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

33% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 202

12% more funds holding

Funds holding: 628706 (+78)

5.42% more ownership

Funds ownership: 87.19%92.61% (+5.4%)

16% less call options, than puts

Call options by funds: $317M | Put options by funds: $379M

Holders
706
Holders Change
+78
Holders Change %
+12.42%
% of All Funds
9.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
155
Increased
269
Reduced
202
Closed
67
Calls
$317M
Puts
$379M
Net Calls
-$61.9M
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
BI
651
Binnacle Investments
Iowa
$3.25K
HWM
652
HighMark Wealth Management
Minnesota
$3.06K +$32 +1 +1%
AWM
653
Activest Wealth Management
Florida
$2.81K +$2.47K +77 New
VWA
654
Valued Wealth Advisors
Utah
$2.5K
HHMI
655
Howard Hughes Medical Institute
Maryland
$2.48K +$2.18K +68 New
RWM
656
Rialto Wealth Management
New York
$2.26K +$1.35K +42 +210%
PWMG
657
Private Wealth Management Group
New Jersey
$2.08K
QPBE
658
Quintet Private Bank (Europe)
Luxembourg
$1.97K +$1.73K +54 New
KFI
659
Key Financial Inc
Pennsylvania
$1.79K
RA
660
Rise Advisors
New York
$1.75K -$320 -10 -17%
TIM
661
Total Investment Management
Arizona
$1.57K +$1.38K +43 New
TWD
662
True Wealth Design
Ohio
$1.53K +$929 +29 +223%
BL
663
BFSG LLC
California
$1.41K
WA
664
Whipplewood Advisors
Colorado
$1.39K -$1.22K -38 -50%
CT
665
Colonial Trust
South Carolina
$1.32K +$1.19K +37 +925%
TCA
666
Trifecta Capital Advisors
Illinois
$1.31K +$1.15K +36 New
WTC
667
WhitTier Trust Company
Nevada
$1.31K
DPW
668
DiNuzzo Private Wealth
Pennsylvania
$1.28K +$384 +12 +52%
DF
669
DecisionPoint Financial
Arizona
$1.25K +$1.09K +34 New
WCM
670
WealthTrak Capital Management
Virginia
$1.09K +$641 +20 +200%
GWSA
671
Global Wealth Strategies & Associates
Colorado
$1.06K
PWA
672
Principia Wealth Advisory
Texas
$1.06K +$288 +9 +45%
TIM
673
Tortoise Investment Management
New York
$1.02K +$897 +28 New
BGAI
674
Bruce G. Allen Investments
Colorado
$948 +$256 +8 +44%
CTA
675
Colonial Trust Advisors
South Carolina
$912

MOS Hedge Fund Activity: Q2 2025 in Review

706 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2025, worth a combined $10.7B — up 44% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new MOS positions and 67 closed out — a net gain of 88 holders — while 269 added to existing stakes and 202 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $526M. The largest seller was T. Rowe Price Associates, cutting an estimated $474M.

  • 706 institutional investors held The Mosaic Company (MOS) as of Q2 2025, up from 628 in Q1 2025.
  • Funds reported $10.7B of The Mosaic Company stock for Q2 2025, up 44% quarter-over-quarter.
  • 155 funds opened new The Mosaic Company positions in Q2 2025 and 67 closed out, a net change of +88 holders.
  • The largest The Mosaic Company buyer in Q2 2025 was Fidelity Investments, an estimated $526M added.
  • The largest The Mosaic Company seller in Q2 2025 was T. Rowe Price Associates, an estimated $474M sold.

Based on aggregated 13F filings for Q2 2025.