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MDU Resources

401 hedge funds and large institutions have $2.81B invested in MDU Resources in 2025 Q1 according to their latest regulatory filings, with 63 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)

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

1.14% more ownership

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

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

1% more funds holding

Funds holding: 398401 (+3)

5% less capital invested

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

Holders
401
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
5.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
63
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
SHIM
351
Stone House Investment Management
Pennsylvania
$4.94K +$5.04K +292 New
BIA
352
Bell Investment Advisors
California
$4.85K -$570 -33 -10%
RF
353
Rossby Financial
Florida
$4.64K +$4.75K +275 New
AIC
354
Archer Investment Corporation
Indiana
$4.57K
CWM
355
Copia Wealth Management
Oregon
$4.4K
FFO
356
Fortitude Family Office
Arizona
$3.58K
Mitsubishi UFJ Asset Management
357
Mitsubishi UFJ Asset Management
Japan
$3.52K
CSC
358
Caldwell Sutter Capital
California
$3.38K -$25.5K -1,475 -88%
AIP
359
Ameritas Investment Partners
Nebraska
$3.22K +$17 +1 +0.5%
Group One Trading
360
Group One Trading
Illinois
$3.08K +$3.14K +182 New
MCM
361
Manchester Capital Management
Vermont
$2.91K +$138 +8 +5%
JWA
362
JFS Wealth Advisors
Pennsylvania
$2.4K
SS
363
SBI Securities
Japan
$2.35K +$173 +10 +8%
TWD
364
True Wealth Design
Ohio
$2.3K +$2.35K +136 New
BFS
365
Bare Financial Services
Pennsylvania
$2.05K +$2.09K +121 New
PWMG
366
Private Wealth Management Group
New Jersey
$2.01K
PP
367
PrairieView Partners
Minnesota
$2K
MG
368
Mather Group
Illinois
$1.94K +$1.97K +114 New
PBK
369
Peoples Bank (Kansas)
Kansas
$1.89K
HCP
370
Hexagon Capital Partners
Arkansas
$1.78K
TSMHT
371
Thurston Springer Miller Herd & Titak
Indiana
$1.69K
PTC
372
Private Trust Company
Ohio
$1.69K +$1.73K +100 New
SAM
373
Smartleaf Asset Management
Massachusetts
$1.55K
LI
374
LRI Investments
Florida
$1.49K
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$1.47K

MDU Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 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: 63 funds opened new MDU positions and 56 closed out — a net gain of 7 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.

  • 401 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.
  • 63 funds opened new MDU Resources positions in Q1 2025 and 56 closed out, a net change of +7 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.