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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
TWM
776
TCFG Wealth Management
California
-$211K -5,775 Closed
JGUA
777
John G. Ullman & Associates
New York
-$210K -5,750 Closed
TCM
778
Teza Capital Management
Illinois
-$205K -5,620 Closed
ANTB
779
AMG National Trust Bank
Colorado
-$201K -5,502 Closed
DIG
780
Dauntless Investment Group
New Hampshire
-$131K -3,587 Closed
RBI
781
Raiffeisen Bank International
Austria
-$123K -3,577 Closed
LWCFA
782
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$109K -3,000 Closed
MYIA
783
Mount Yale Investment Advisors
Colorado
-$66.1K -1,813 Closed
GWM
784
Geneos Wealth Management
Colorado
-$52.8K -1,447 Closed
BIG
785
Brooklyn Investment Group
New York
-$48.2K -1,322 Closed
RFA
786
Reyes Financial Architecture
California
-$30.8K -844 Closed
SO
787
Sierra Ocean
California
-$28.8K -788 Closed
BSB
788
Bangor Savings Bank
Maine
-$25.5K -700 Closed
CIA
789
Cape Investment Advisory
Georgia
-$11.1K -304 Closed
TCM
790
Traub Capital Management
Massachusetts
-$10.9K -300 Closed
TPWA
791
Twin Peaks Wealth Advisors
California
-$5.33K -171 Closed
TSMHT
792
Thurston Springer Miller Herd & Titak
Indiana
-$4.08K -112 Closed
DAM
793
Delta Asset Management
Tennessee
-$3.65K -100 Closed
TIM
794
Total Investment Management
Arizona
-$1.57K -43 Closed
WA
795
Whipplewood Advisors
Colorado
-$1.39K -38 Closed
WCM
796
WealthTrak Capital Management
Virginia
-$1.09K -30 Closed
CWP
797
Concord Wealth Partners
Virginia
-$730 -20 Closed
KIM
798
Kestra Investment Management
Texas
-$541 -20 Closed
KWM
799
Kiker Wealth Management
Georgia
-$730 -20 Closed
CWP
800
Clark Wealth Partners
Illinois
-$511 -14 Closed