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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
QWM
676
Quaker Wealth Management
New Jersey
$730
KG
677
Kilter Group
New York
$730
SIC
678
SJS Investment Consulting
Ohio
$694
BHWM
679
Bay Harbor Wealth Management
Maryland
$693
HIA
680
HFM Investment Advisors
New Jersey
$693
FMP
681
Financial Management Professionals
Texas
$584
DF
682
Dunhill Financial
United Kingdom
$548
KIM
683
Kestra Investment Management
Texas
$541
CPG
684
Cornerstone Planning Group
New Jersey
$428
AGWCA
685
Annis Gardner Whiting Capital Advisors
Florida
$402
PWM
686
Parkworth Wealth Management
California
$401
BIM
687
Breakwater Investment Management
Washington
$292
SC
688
Stephens Consulting
Michigan
$256
DCP
689
Distillate Capital Partners
Illinois
$255
LFA
690
LGT Financial Advisors
Texas
$220
GC
691
Garde Capital
Washington
$183
ACA
692
American Capital Advisory
Idaho
$183
LFG
693
Larson Financial Group
Missouri
$182
NL
694
NVWM LLC
Pennsylvania
$182
HIA
695
Harbor Investment Advisory
Maryland
$157
HWP
696
Highline Wealth Partners
California
$146
SWA
697
SOA Wealth Advisors
New York
$79
IWM
698
Inlight Wealth Management
Georgia
$73
TFA
699
Transamerica Financial Advisors
Florida
$42
RL
700
Ruffer LLP
United Kingdom