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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.34B +$5.54M +160,953 +0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B +$552M +16,035,052 +76%
BlackRock
3
BlackRock
New York
$890M +$23M +668,596 +3%
State Street
4
State Street
Massachusetts
$449M -$4.19M -121,722 -0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$436M +$44.3M +1,285,883 +11%
Invesco
6
Invesco
Georgia
$319M +$11.4M +331,739 +4%
AQR Capital Management
7
AQR Capital Management
Connecticut
$291M +$251M +7,294,205 +633%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$291M +$6.84M +198,645 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$267M +$134M +3,894,947 +102%
Morgan Stanley
10
Morgan Stanley
New York
$180M -$4.71M -136,690 -3%
Northern Trust
11
Northern Trust
Illinois
$163M +$506K +14,703 +0.3%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$156M -$100M -2,909,883 -39%
Bank of America
13
Bank of America
North Carolina
$134M -$8.49M -246,330 -6%
Charles Schwab
14
Charles Schwab
California
$128M +$1.24M +35,872 +1%
DSC
15
Donald Smith & Co
New York
$128M +$25.7M +747,432 +25%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$114M -$18.7M -542,900 -14%
Deutsche Bank
17
Deutsche Bank
Germany
$112M +$6.38M +185,248 +6%
Truist Financial
18
Truist Financial
North Carolina
$112M +$41.9M +1,215,063 +60%
Goldman Sachs
19
Goldman Sachs
New York
$108M -$308K -8,953 -0.3%
Amundi
20
Amundi
France
$94.9M -$15.2M -442,674 -14%
UBS Group
21
UBS Group
Switzerland
$93.8M -$31.2M -904,757 -25%
Two Sigma Investments
22
Two Sigma Investments
New York
$80.4M -$17.4M -506,067 -18%
GC
23
GMT Capital
Georgia
$79M -$16.8M -486,600 -18%
TSW
24
Thompson Siegel & Walmsley
Virginia
$76.1M +$8.84M +256,731 +13%
Allianz Asset Management
25
Allianz Asset Management
Germany
$75.4M +$19.1M +554,157 +34%