We are live on ! Find out more
MOS icon

The Mosaic Company

692 hedge funds and large institutions have $7.2B invested in The Mosaic Company in 2026 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 277 increasing their positions, 188 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

52% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 94

47% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 188

5% more funds holding

Funds holding: 656692 (+36)

9% more call options, than puts

Call options by funds: $358M | Put options by funds: $328M

2% more capital invested

Capital invested by funds: $7.03B → $7.2B (+$172M)

2.9% less ownership

Funds ownership: 91.91%89.01% (-2.9%)

Holders
692
Holders Change
+36
Holders Change %
+5.49%
% of All Funds
8.52%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
143
Increased
277
Reduced
188
Closed
94
Calls
$358M
Puts
$328M
Net Calls
+$30.5M
Net Calls Change
+$74.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
651
DiNuzzo Private Wealth
Pennsylvania
$1.02K +$165 +6 +18%
WCM
652
Winthrop Capital Management
Indiana
$1K
BL
653
BFSG LLC
California
$984
AFC
654
Ares Financial Consulting
California
$982
MCM
655
MV Capital Management
Maryland
$944 -$439 -16 -30%
SIS
656
Sound Income Strategies
Florida
$929
TSMHT
657
Thurston Springer Miller Herd & Titak
Indiana
$892
AUB
658
Atlantic Union Bankshares
Virginia
$867 -$2.44K -89 -72%
DF
659
DecisionPoint Financial
Arizona
$867
DF
660
Dunhill Financial
United Kingdom
$852 +$247 +9 +38%
MWA
661
Merkkuri Wealth Advisors
New York
$833 +$905 +33 New
1CP
662
1015 Capital Partners
Pennsylvania
$714
Kayne Anderson Rudnick Investment Management
663
Kayne Anderson Rudnick Investment Management
California
$612
VWM
664
Vermillion Wealth Management
Minnesota
$587 +$631 +23 New
BPC
665
Banque Pictet & Cie
Switzerland
$510 +$548 +20 New
CPG
666
Cornerstone Planning Group
New Jersey
$489 +$357 +13 +163%
PWA
667
Physician Wealth Advisors
Utah
$485
HIA
668
HFM Investment Advisors
New Jersey
$485 +$219 +8 +73%
FLP
669
Financial Life Planners
Arizona
$466 +$494 +18 New
NSIM
670
North Star Investment Management
Illinois
$459 +$494 +18 New
FMP
671
Financial Management Professionals
Texas
$408
AssetMark Inc
672
AssetMark Inc
California
$379 -$795 -29 -66%
BGAI
673
Bruce G. Allen Investments
Colorado
$332
DRP
674
Decker Retirement Planning
Utah
$281
T
675
Tidemark
California
$281 +$302 +11 New