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The Mosaic Company

706 hedge funds and large institutions have $10.7B invested in The Mosaic Company in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 269 increasing their positions, 202 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 67

44% more capital invested

Capital invested by funds: $7.46B → $10.7B (+$3.25B)

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

33% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 202

12% more funds holding

Funds holding: 628706 (+78)

5.42% more ownership

Funds ownership: 87.19%92.61% (+5.4%)

16% less call options, than puts

Call options by funds: $317M | Put options by funds: $379M

Holders
706
Holders Change
+78
Holders Change %
+12.42%
% of All Funds
9.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
155
Increased
269
Reduced
202
Closed
67
Calls
$317M
Puts
$379M
Net Calls
-$61.9M
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
676
Kayne Anderson Rudnick Investment Management
California
$876 +$769 +24 New
BWL
677
Bogart Wealth LLC
Virginia
$803
MSWA
678
Marshall & Sterling Wealth Advisors
New York
$736 +$673 +21 New
CWP
679
Concord Wealth Partners
Virginia
$730
KWM
680
Kiker Wealth Management
Georgia
$730
KG
681
Kilter Group
New York
$730 +$641 +20 New
QWM
682
Quaker Wealth Management
New Jersey
$730 +$641 +20 New
SIC
683
SJS Investment Consulting
Ohio
$694 +$192 +6 +46%
BHWM
684
Bay Harbor Wealth Management
Maryland
$693 +$384 +12 +171%
HIA
685
HFM Investment Advisors
New Jersey
$693 +$417 +13 +217%
FMP
686
Financial Management Professionals
Texas
$584
DF
687
Dunhill Financial
United Kingdom
$548 -$1.63K -51 -77%
KIM
688
Kestra Investment Management
Texas
$541
CWP
689
Clark Wealth Partners
Illinois
$511 -$64 -2 -13%
CPG
690
Cornerstone Planning Group
New Jersey
$428 +$128 +4 +50%
AGWCA
691
Annis Gardner Whiting Capital Advisors
Florida
$402
PWM
692
Parkworth Wealth Management
California
$401 +$352 +11 New
BIM
693
Breakwater Investment Management
Washington
$292
SC
694
Stephens Consulting
Michigan
$256 +$224 +7 New
DCP
695
Distillate Capital Partners
Illinois
$255
LFA
696
LGT Financial Advisors
Texas
$220 +$192 +6 New
GC
697
Garde Capital
Washington
$183
ACA
698
American Capital Advisory
Idaho
$183 +$160 +5 New
LFG
699
Larson Financial Group
Missouri
$182 -$352 -11 -69%
NL
700
NVWM LLC
Pennsylvania
$182 +$160 +5 New

MOS Hedge Fund Activity: Q2 2025 in Review

706 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2025, worth a combined $10.7B — up 44% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new MOS positions and 67 closed out — a net gain of 88 holders — while 269 added to existing stakes and 202 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $526M. The largest seller was T. Rowe Price Associates, cutting an estimated $474M.

  • 706 institutional investors held The Mosaic Company (MOS) as of Q2 2025, up from 628 in Q1 2025.
  • Funds reported $10.7B of The Mosaic Company stock for Q2 2025, up 44% quarter-over-quarter.
  • 155 funds opened new The Mosaic Company positions in Q2 2025 and 67 closed out, a net change of +88 holders.
  • The largest The Mosaic Company buyer in Q2 2025 was Fidelity Investments, an estimated $526M added.
  • The largest The Mosaic Company seller in Q2 2025 was T. Rowe Price Associates, an estimated $474M sold.

Based on aggregated 13F filings for Q2 2025.