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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
FMP
701
Financial Management Professionals
Texas
$555
WWA
702
Wealth Watch Advisors
Colorado
$416 +$413 +12 New
HFS
703
Hughes Financial Services
Virginia
$414 +$551 +16 New
DF
704
Dunhill Financial
United Kingdom
$394 -$138 -4 -27%
CPG
705
Cornerstone Planning Group
New Jersey
$388 +$69 +2 +17%
WW
706
Winnow Wealth
Texas
$350 +$344 +10 New
BIM
707
Breakwater Investment Management
Washington
$278
DCP
708
Distillate Capital Partners
Illinois
$277 -$207 -6 -86%
NL
709
NVWM LLC
Pennsylvania
$173
HIA
710
Harbor Investment Advisory
Maryland
$150
HWP
711
Highline Wealth Partners
California
$139
SWA
712
SOA Wealth Advisors
New York
$76
IWM
713
Inlight Wealth Management
Georgia
$69
Norges Bank
714
Norges Bank
Norway
-$158M -4,333,473 Closed
Marshall Wace
715
Marshall Wace
United Kingdom
-$31M -849,896 Closed
HRCM
716
Hawk Ridge Capital Management
California
-$25.7M -704,700 Closed
Balyasny Asset Management
717
Balyasny Asset Management
Illinois
-$20.2M -585,467 Closed
Arrowstreet Capital
718
Arrowstreet Capital
Massachusetts
-$19.5M -534,444 Closed
YIH
719
Y-Intercept (HK)
Hong Kong
-$8.77M -240,417 Closed
First Eagle Investment Management
720
First Eagle Investment Management
New York
-$8.64M -236,925 Closed
ACM
721
Aquatic Capital Management
Illinois
-$7.42M -203,424 Closed
JAG
722
Journey Advisory Group
Kentucky
-$7.39M -202,693 Closed
LSA
723
L & S Advisors
California
-$7M -191,959 Closed
ECM
724
ExodusPoint Capital Management
New York
-$5.91M -162,109 Closed
AIM
725
Aigen Investment Management
New York
-$5.38M -147,351 Closed