The Mosaic Company
667 hedge funds and large institutions have $6.4B invested in The Mosaic Company in 2026 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 280 increasing their positions, 214 reducing their positions, and 126 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 214
5.9% more ownership
Funds ownership: 89.04% → 94.94% (+5.9%)
3% more call options, than puts
Call options by funds: $334M | Put options by funds: $325M
4% less funds holding
Funds holding: 697 → 667 (-30)
11% less capital invested
Capital invested by funds: $7.2B → $6.4B (-$805M)
21% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 126
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$170M |
| 2 |
Millennium Management
New York
|
+$147M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$84.8M |
| 4 |
DSC
Donald Smith & Co
New York
|
+$71.8M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$64.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$367M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$82.6M |
| 3 |
Goldman Sachs
New York
|
-$59.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$48.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$47.3M |
MOS Hedge Fund Activity: Q2 2026 in Review
667 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in The Mosaic Company (MOS) for Q2 2026, worth a combined $6.4B — down 11% from $7.2B a quarter earlier.
Sellers outnumbered buyers: 126 funds closed out of MOS and 99 opened new positions — a net loss of 27 holders — while 214 trimmed existing stakes and 280 added.
The largest buyer was AQR Capital Management, adding an estimated $170M. The largest seller was Fidelity Investments, cutting an estimated $367M.
- 667 institutional investors held The Mosaic Company (MOS) as of Q2 2026, down from 697 in Q1 2026.
- Funds reported $6.4B of The Mosaic Company stock for Q2 2026, down 11% quarter-over-quarter.
- 99 funds opened new The Mosaic Company positions in Q2 2026 and 126 closed out, a net change of -27 holders.
- The largest The Mosaic Company buyer in Q2 2026 was AQR Capital Management, an estimated $170M added.
- The largest The Mosaic Company seller in Q2 2026 was Fidelity Investments, an estimated $367M sold.
Based on aggregated 13F filings for Q2 2026.