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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 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: 399402 (+3)

5% less capital invested

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

Holders
402
Holders Change
+3
Holders Change %
+0.75%
% 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
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
AWM
376
Atticus Wealth Management
Florida
$1.35K
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$1.34K
GWP
378
Gen-Wealth Partners
Michigan
$1.3K -$1.9K -110 -59%
AAP
379
Arax Advisory Partners
Colorado
$1.13K -$26.1K -1,514 -96%
SIM
380
Synergy Investment Management
Florida
$1.06K
RTL
381
Red Tortoise LLC
Georgia
$1.05K
PMAM
382
Picton Mahoney Asset Management
Ontario, Canada
$1K
CI
383
CX Institutional
Indiana
$1K +$1.14K +66 New
FHA
384
First Horizon Advisors
Tennessee
$729
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$728
PWMG
386
Prestige Wealth Management Group
New Jersey
$716
RWML
387
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$575
SIC
388
SJS Investment Consulting
Ohio
$559
WA
389
WPG Advisers
Maryland
$541
GFPC
390
Global Financial Private Client
Florida
$457 +$259 +15 +125%
BI
391
Binnacle Investments
Iowa
$457 +$466 +27 New
SC
392
SouthState Corp
Florida
$339 +$345 +20 New
RIL
393
Rothschild Investment LLC
Illinois
$254 +$259 +15 New
TIM
394
Thompson Investment Management
Wisconsin
$234
AWM
395
Abound Wealth Management
Tennessee
$203 -$345 -20 -63%
CAM
396
Creekmur Asset Management
Illinois
$144 -$20.2K -1,170 -99%
CA
397
Clearstead Advisors
Ohio
$136 +$138 +8 New
PWM
398
Parkworth Wealth Management
California
$118
HIA
399
HFM Investment Advisors
New Jersey
$85 +$86 +5 New
WCM
400
WealthTrak Capital Management
Virginia
$85 +$86 +5 New

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: 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.

  • 402 institutional investors held MDU Resources (MDU) as of Q1 2025, up from 399 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.