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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
CFFP
351
Center for Financial Planning
Michigan
$6.84K +$6.41K +384 New
BFS
352
Bare Financial Services
Pennsylvania
$6.75K -$267 -16 -4%
CC
353
Corsicana & Co
Texas
$6.43K +$6.03K +361 New
FRA
354
Front Row Advisors
California
$5.38K
HAP
355
Harbor Asset Planning
Massachusetts
$5.27K
SHIM
356
Stone House Investment Management
Pennsylvania
$5.2K
ST
357
Smithfield Trust
Pennsylvania
$5K
RF
358
Rossby Financial
Florida
$4.83K
AIC
359
Archer Investment Corporation
Indiana
$4.81K
CWM
360
Copia Wealth Management
Oregon
$4.63K
FFO
361
Fortitude Family Office
Arizona
$3.88K
Mitsubishi UFJ Asset Management
362
Mitsubishi UFJ Asset Management
Japan
$3.7K
SIC
363
SJS Investment Consulting
Ohio
$3.46K +$2.59K +155 +397%
AIP
364
Ameritas Investment Partners
Nebraska
$3.44K +$17 +1 +0.5%
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$3.42K +$1.89K +113 +143%
MCM
366
Manchester Capital Management
Vermont
$3.06K
JWA
367
JFS Wealth Advisors
Pennsylvania
$2.94K
BIA
368
Bell Investment Advisors
California
$2.64K -$2.32K -139 -48%
PWMG
369
Private Wealth Management Group
New Jersey
$2.12K
SS
370
SBI Securities
Japan
$2.1K -$351 -21 -15%
MG
371
Mather Group
Illinois
$2.05K +$1.92K +115 New
CBT
372
CoreFirst Bank & Trust
Kansas
$1.78K
PTC
373
Private Trust Company
Ohio
$1.78K
LI
374
LRI Investments
Florida
$1.57K
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$1.55K

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.