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The Mosaic Company

696 hedge funds and large institutions have $10.7B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 265 increasing their positions, 200 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

12% more funds holding

Funds holding: 619696 (+77)

6.87% more ownership

Funds ownership: 85.16%92.03% (+6.9%)

18% less call options, than puts

Call options by funds: $310M | Put options by funds: $379M

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$310M
Puts
$379M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
651
Rise Advisors
New York
$1.75K
TIM
652
Total Investment Management
Arizona
$1.57K
TWD
653
True Wealth Design
Ohio
$1.53K
BL
654
BFSG LLC
California
$1.41K
WA
655
Whipplewood Advisors
Colorado
$1.39K
CT
656
Colonial Trust
South Carolina
$1.32K
TCA
657
Trifecta Capital Advisors
Illinois
$1.31K
WTC
658
WhitTier Trust Company
Nevada
$1.31K
DPW
659
DiNuzzo Private Wealth
Pennsylvania
$1.28K
DF
660
DecisionPoint Financial
Arizona
$1.25K
WCM
661
WealthTrak Capital Management
Virginia
$1.09K
GWSA
662
Global Wealth Strategies & Associates
Colorado
$1.06K
PWA
663
Principia Wealth Advisory
Texas
$1.06K
TIM
664
Tortoise Investment Management
New York
$1.02K
BGAI
665
Bruce G. Allen Investments
Colorado
$948
CTA
666
Colonial Trust Advisors
South Carolina
$912
Kayne Anderson Rudnick Investment Management
667
Kayne Anderson Rudnick Investment Management
California
$876
BWL
668
Bogart Wealth LLC
Virginia
$803
MSWA
669
Marshall & Sterling Wealth Advisors
New York
$736
CWP
670
Concord Wealth Partners
Virginia
$730
KWM
671
Kiker Wealth Management
Georgia
$730
KG
672
Kilter Group
New York
$730
QWM
673
Quaker Wealth Management
New Jersey
$730
SIC
674
SJS Investment Consulting
Ohio
$694
BHWM
675
Bay Harbor Wealth Management
Maryland
$693