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The Mosaic Company

713 hedge funds and large institutions have $10.3B invested in The Mosaic Company in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 269 increasing their positions, 228 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 228

12% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 93

1% more funds holding

Funds holding: 706713 (+7)

0.89% more ownership

Funds ownership: 92.61%93.5% (+0.89%)

1% less call options, than puts

Call options by funds: $276M | Put options by funds: $279M

4% less capital invested

Capital invested by funds: $10.7B → $10.3B (-$429M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
713
Holders Change
+7
Holders Change %
+0.99%
% of All Funds
9.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
104
Increased
269
Reduced
228
Closed
93
Calls
$276M
Puts
$279M
Net Calls
-$2.92M
Net Calls Change
+$59M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
651
Gold Investment Management
Alberta, Canada
$5.06K
AW
652
Avion Wealth
Texas
$5K
CT
653
Clearstead Trust
Maine
$4.54K
LFG
654
Larson Financial Group
Missouri
$4.27K +$4.07K +118 +2,360%
CG
655
Curat Global
New Hampshire
$3.99K
ZBNA
656
Zions Bancorporation, National Association
Utah
$3.95K -$18.3K -532 -82%
TFM
657
TFC Financial Management
Massachusetts
$3.75K
CSB
658
City State Bank
Iowa
$3.47K
CAM
659
Costello Asset Management
Pennsylvania
$3.47K
CFD
660
Creative Financial Designs
Indiana
$3.33K
BIA
661
Bell Investment Advisors
California
$3.19K -$1.45K -42 -31%
S
662
Sachetta
Massachusetts
$3.12K -$241 -7 -7%
PPA
663
Painted Porch Advisors
California
$3.12K
BI
664
Binnacle Investments
Iowa
$3.09K
HWM
665
HighMark Wealth Management
Minnesota
$2.93K +$34 +1 +1%
AWM
666
Activest Wealth Management
Florida
$2.84K +$172 +5 +6%
RWM
667
Rialto Wealth Management
New York
$2.46K +$310 +9 +15%
VWA
668
Valued Wealth Advisors
Utah
$2.39K +$34 +1 +1%
HHMI
669
Howard Hughes Medical Institute
Maryland
$2.36K
KFI
670
Key Financial Inc
Pennsylvania
$2.33K +$689 +20 +41%
JWM
671
JPL Wealth Management
Colorado
$2.19K +$2.17K +63 New
CCM
672
Cloud Capital Management
Washington
$2K +$2.48K +72 New
PWMG
673
Private Wealth Management Group
New Jersey
$1.98K
QPBE
674
Quintet Private Bank (Europe)
Luxembourg
$1.87K
TFA
675
Transamerica Financial Advisors
Florida
$1.71K +$1.65K +48 +2,400%