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MDU Resources

402 hedge funds and large institutions have $2.81B invested in MDU Resources in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

499% more call options, than puts

Call options by funds: $940K | Put options by funds: $157K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

1.14% more ownership

Funds ownership: 80.05%81.19% (+1.1%)

1% more funds holding

Funds holding: 398402 (+4)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

5% less capital invested

Capital invested by funds: $2.94B → $2.81B (-$137M)

Holders
402
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
5.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
64
Increased
131
Reduced
123
Closed
56
Calls
$940K
Puts
$157K
Net Calls
+$783K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
301
Quent Capital
New York
$40.4K
Nomura Asset Management
302
Nomura Asset Management
Japan
$40.2K
FFA
303
Farther Finance Advisors
California
$39.2K +$69 +4 +0.2%
IRC
304
Investors Research Corp
Georgia
$37.2K -$140K -8,100 -79%
PA
305
Parallel Advisors
California
$36.4K +$6.25K +362 +20%
ACA
306
Atlas Capital Advisors
Wyoming
$34.4K -$7.79K -451 -18%
BONH
307
Bank of New Hampshire
New Hampshire
$34.2K
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$31.7K +$518 +30 +2%
GI
309
GAMMA Investing
California
$31.2K +$22.5K +1,304 +242%
VSQM
310
V-Square Quantitative Management
Illinois
$31K
CBT
311
Crews Bank & Trust
Florida
$30K -$6.47K -375 -17%
PWAM
312
Private Wealth Asset Management
Iowa
$29.9K +$30.5K +1,769 New
HWM
313
HighMark Wealth Management
Minnesota
$28.4K
EWA
314
EverSource Wealth Advisors
Alabama
$27.1K +$6.3K +365 +29%
PS
315
Principal Securities
Iowa
$26.5K
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$26.2K +$4.4K +255 +20%
Bessemer Group
317
Bessemer Group
New Jersey
$25K +$16.8K +974 +179%
GWSA
318
Global Wealth Strategies & Associates
Colorado
$23.3K
HWA
319
Heritage Wealth Advisors
Virginia
$22K +$2.59K +150 +13%
SN
320
Sittner & Nelson
Oregon
$21K
LFG
321
Larson Financial Group
Missouri
$20.3K +$155 +9 +0.8%
LC
322
Lindbrook Capital
California
$20K +$13K +753 +176%
CAM
323
Costello Asset Management
Pennsylvania
$18.7K +$19.1K +1,108 New
AF
324
Allworth Financial
California
$17.8K -$121 -7 -0.7%
CT
325
Caldwell Trust
Florida
$17.6K

MDU Hedge Fund Activity: Q1 2025 in Review

402 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2025, worth a combined $2.81B — down 4.7% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MDU positions and 56 closed out — a net gain of 8 holders — while 131 added to existing stakes and 123 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $49.2M. The largest seller was First Trust Advisors, cutting an estimated $60.3M.

  • 402 institutional investors held MDU Resources (MDU) as of Q1 2025, up from 398 in Q4 2024.
  • Funds reported $2.81B of MDU Resources stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 64 funds opened new MDU Resources positions in Q1 2025 and 56 closed out, a net change of +8 holders.
  • The largest MDU Resources buyer in Q1 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $49.2M added.
  • The largest MDU Resources seller in Q1 2025 was First Trust Advisors, an estimated $60.3M sold.

Based on aggregated 13F filings for Q1 2025.