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The Mosaic Company

691 hedge funds and large institutions have $10.2B invested in The Mosaic Company in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 258 increasing their positions, 222 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

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 → $10.2B (-$450M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
691
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$276M
Puts
$279M
Net Calls
Net Calls Change

Top Buyers

1 +$556M
2 +$252M
3 +$135M
4
Squarepoint
Squarepoint
New York
+$60.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.6M

Top Sellers

1 -$236M
2 -$101M
3 -$76.9M
4
Millennium Management
Millennium Management
New York
-$65.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
751
Petrus Trust Company
Texas
DS
752
DRW Securities
Illinois
TWM
753
TCFG Wealth Management
California
JGUA
754
John G. Ullman & Associates
New York
TCM
755
Teza Capital Management
Illinois
ANTB
756
AMG National Trust Bank
Colorado
DIG
757
Dauntless Investment Group
New Hampshire
RBI
758
Raiffeisen Bank International
Austria
LWCFA
759
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
MYIA
760
Mount Yale Investment Advisors
Colorado
GWM
761
Geneos Wealth Management
Colorado
BIG
762
Brooklyn Investment Group
New York
RFA
763
Reyes Financial Architecture
California
SO
764
Sierra Ocean
California
BSB
765
Bangor Savings Bank
Maine
TCM
766
Traub Capital Management
Massachusetts
TPWA
767
Twin Peaks Wealth Advisors
California
TSMHT
768
Thurston Springer Miller Herd & Titak
Indiana
DAM
769
Delta Asset Management
Tennessee
TIM
770
Total Investment Management
Arizona
WA
771
Whipplewood Advisors
Colorado
WCM
772
WealthTrak Capital Management
Virginia
KIM
773
Kestra Investment Management
Texas
KWM
774
Kiker Wealth Management
Georgia
CWP
775
Concord Wealth Partners
Virginia