We are live on ! Find out more
MOS icon

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
RA
676
Rise Advisors
New York
$1.67K
DPW
677
DiNuzzo Private Wealth
Pennsylvania
$1.47K +$310 +9 +26%
AIC
678
Archer Investment Corporation
Indiana
$1.39K +$1.38K +40 New
BL
679
BFSG LLC
California
$1.34K
TCA
680
Trifecta Capital Advisors
Illinois
$1.25K
BWL
681
Bogart Wealth LLC
Virginia
$1.25K +$482 +14 +64%
WTC
682
WhitTier Trust Company
Nevada
$1.24K
KG
683
Kilter Group
New York
$1.21K +$517 +15 +75%
DF
684
DecisionPoint Financial
Arizona
$1.15K
GWSA
685
Global Wealth Strategies & Associates
Colorado
$1.01K
GEA
686
Glen Eagle Advisors
New Jersey
$1.01K +$999 +29 New
TIM
687
Tortoise Investment Management
New York
$971
BGAI
688
Bruce G. Allen Investments
Colorado
$902
CTA
689
Colonial Trust Advisors
South Carolina
$867
SIC
690
SJS Investment Consulting
Ohio
$867 +$207 +6 +32%
W
691
WealthCollab
Washington
$867 +$861 +25 New
Kayne Anderson Rudnick Investment Management
692
Kayne Anderson Rudnick Investment Management
California
$832
BHWM
693
Bay Harbor Wealth Management
Maryland
$832 +$172 +5 +26%
AUB
694
Atlantic Union Bankshares
Virginia
$763 -$2.69K -78 -78%
PWA
695
Principia Wealth Advisory
Texas
$728 -$276 -8 -28%
HIA
696
HFM Investment Advisors
New Jersey
$728 +$69 +2 +11%
MSWA
697
Marshall & Sterling Wealth Advisors
New York
$704
QWM
698
Quaker Wealth Management
New Jersey
$694
TCB
699
Texas Capital Bancshares
Texas
$694 +$689 +20 New
FLP
700
Financial Life Planners
Arizona
$624 +$620 +18 New