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The Mosaic Company

700 hedge funds and large institutions have $10.7B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 266 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:

13% more funds holding

Funds holding: 621700 (+79)

6.88% more ownership

Funds ownership: 85.17%92.04% (+6.9%)

18% less call options, than puts

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

Holders
700
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
RWM
651
Rialto Wealth Management
New York
$2.26K
PWMG
652
Private Wealth Management Group
New Jersey
$2.08K
QPBE
653
Quintet Private Bank (Europe)
Luxembourg
$1.97K
KFI
654
Key Financial Inc
Pennsylvania
$1.79K
RA
655
Rise Advisors
New York
$1.75K
TIM
656
Total Investment Management
Arizona
$1.57K
TWD
657
True Wealth Design
Ohio
$1.53K
BL
658
BFSG LLC
California
$1.41K
WA
659
Whipplewood Advisors
Colorado
$1.39K
CT
660
Colonial Trust
South Carolina
$1.32K
TCA
661
Trifecta Capital Advisors
Illinois
$1.31K
WTC
662
WhitTier Trust Company
Nevada
$1.31K
DPW
663
DiNuzzo Private Wealth
Pennsylvania
$1.28K
DF
664
DecisionPoint Financial
Arizona
$1.25K
WCM
665
WealthTrak Capital Management
Virginia
$1.09K
GWSA
666
Global Wealth Strategies & Associates
Colorado
$1.06K
PWA
667
Principia Wealth Advisory
Texas
$1.06K
TIM
668
Tortoise Investment Management
New York
$1.02K
BGAI
669
Bruce G. Allen Investments
Colorado
$948
CTA
670
Colonial Trust Advisors
South Carolina
$912
Kayne Anderson Rudnick Investment Management
671
Kayne Anderson Rudnick Investment Management
California
$876
BWL
672
Bogart Wealth LLC
Virginia
$803
MSWA
673
Marshall & Sterling Wealth Advisors
New York
$736
KWM
674
Kiker Wealth Management
Georgia
$730
CWP
675
Concord Wealth Partners
Virginia
$730