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The Mosaic Company

692 hedge funds and large institutions have $10.7B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 264 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: 618692 (+74)

6.86% more ownership

Funds ownership: 85.16%92.02% (+6.9%)

18% less call options, than puts

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

Holders
692
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
WA
651
Whipplewood Advisors
Colorado
$1.39K
CT
652
Colonial Trust
South Carolina
$1.32K
TCA
653
Trifecta Capital Advisors
Illinois
$1.31K
WTC
654
WhitTier Trust Company
Nevada
$1.31K
DPW
655
DiNuzzo Private Wealth
Pennsylvania
$1.28K
DF
656
DecisionPoint Financial
Arizona
$1.25K
WCM
657
WealthTrak Capital Management
Virginia
$1.09K
GWSA
658
Global Wealth Strategies & Associates
Colorado
$1.06K
PWA
659
Principia Wealth Advisory
Texas
$1.06K
TIM
660
Tortoise Investment Management
New York
$1.02K
BGAI
661
Bruce G. Allen Investments
Colorado
$948
CTA
662
Colonial Trust Advisors
South Carolina
$912
Kayne Anderson Rudnick Investment Management
663
Kayne Anderson Rudnick Investment Management
California
$876
BWL
664
Bogart Wealth LLC
Virginia
$803
MSWA
665
Marshall & Sterling Wealth Advisors
New York
$736
KWM
666
Kiker Wealth Management
Georgia
$730
CWP
667
Concord Wealth Partners
Virginia
$730
KG
668
Kilter Group
New York
$730
QWM
669
Quaker Wealth Management
New Jersey
$730
SIC
670
SJS Investment Consulting
Ohio
$694
BHWM
671
Bay Harbor Wealth Management
Maryland
$693
HIA
672
HFM Investment Advisors
New Jersey
$693
FMP
673
Financial Management Professionals
Texas
$584
DF
674
Dunhill Financial
United Kingdom
$548
KIM
675
Kestra Investment Management
Texas
$541