We are live on ! Find out more
MDU icon

MDU Resources

405 hedge funds and large institutions have $2.96B invested in MDU Resources in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 137 increasing their positions, 129 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more call options, than puts

Call options by funds: $856K | Put options by funds: $144K

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

9% more capital invested

Capital invested by funds: $2.7B → $2.96B (+$254M)

1.96% more ownership

Funds ownership: 79.28%81.24% (+2%)

6% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 129

0% more funds holding

Funds holding: 405405 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
405
Holders Change
Holders Change %
0%
% of All Funds
5.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
137
Reduced
129
Closed
47
Calls
$856K
Puts
$144K
Net Calls
+$712K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
326
Caldwell Trust
Florida
$18.5K
AF
327
Allworth Financial
California
$18.3K +$484 +29 +3%
WANY
328
Wealthspire Advisors (New York)
New York
$17.2K +$16.1K +965 New
PFBT
329
Parkside Financial Bank & Trust
Missouri
$16.9K +$8.2K +491 +108%
RFP
330
Root Financial Partners
California
$16.8K +$15.8K +946 New
CAM
331
Costello Asset Management
Pennsylvania
$16.3K -$3.27K -196 -18%
GWM
332
Geneos Wealth Management
Colorado
$16.3K -$12.2K -732 -44%
KFP
333
Kerr Financial Planning
California
$15.9K +$12.8K +768 New
CSB
334
City State Bank
Iowa
$15.1K
PB
335
Pinnacle Bancorp
Nebraska
$14.4K
S
336
SignatureFD
Georgia
$13.7K -$1.54K -92 -11%
DCBT
337
Dakota Community Bank & Trust
North Dakota
$13.2K
AGWCA
338
Annis Gardner Whiting Capital Advisors
Florida
$13.2K -$634 -38 -5%
Bessemer Group
339
Bessemer Group
New Jersey
$13K +$6.03K +361 +92%
VCM
340
Versant Capital Management
Arizona
$12.6K -$284 -17 -2%
GFWA
341
Grey Fox Wealth Advisors
Delaware
$12.5K +$11.6K +694 New
CCM
342
Chilton Capital Management
Texas
$12K +$11.3K +675 New
AssetMark Inc
343
AssetMark Inc
California
$12K +$250 +15 +2%
TPCW
344
TD Private Client Wealth
New York
$10.7K +$1K +60 +11%
LSA
345
Leonteq Securities AG
Switzerland
$9.6K
A
346
AlphaQuest
New York
$9.56K -$194K -11,646 -96%
HWM
347
Hemington Wealth Management
Virginia
$9K +$284 +17 +3%
FIA
348
FNY Investment Advisers
New York
$7K +$234 +14 +4%
Simplex Trading
349
Simplex Trading
Illinois
$7K +$7.48K +448 New
UB
350
UMB Bank
Missouri
$6.86K -$801 -48 -11%

MDU Hedge Fund Activity: Q3 2025 in Review

405 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2025, worth a combined $2.96B — up 9.4% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MDU positions and 47 closed out — a net gain of 6 holders — while 137 added to existing stakes and 129 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $63M. The largest seller was Pertento Partners, exiting entirely with an estimated $52.6M sold.

  • 405 institutional investors held MDU Resources (MDU) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $2.96B of MDU Resources stock for Q3 2025, up 9.4% quarter-over-quarter.
  • 53 funds opened new MDU Resources positions in Q3 2025 and 47 closed out, a net change of +6 holders.
  • The largest MDU Resources buyer in Q3 2025 was River Road Asset Management, an estimated $63M added.
  • The largest MDU Resources seller in Q3 2025 was Pertento Partners, an estimated $52.6M sold.

Based on aggregated 13F filings for Q3 2025.