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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
GWP
376
Gen-Wealth Partners
Michigan
$1.37K
BCPWM
377
Bradley & Co Private Wealth Management
Florida
$1.34K +$1.25K +75 New
SAM
378
Smartleaf Asset Management
Massachusetts
$1.17K
RTL
379
Red Tortoise LLC
Georgia
$1.1K
TFA
380
Transamerica Financial Advisors
Florida
$1.04K +$968 +58 New
CI
381
CX Institutional
Indiana
$1K
TFG
382
Team Financial Group
California
$965
DF
383
DecisionPoint Financial
Arizona
$862
PWMG
384
Prestige Wealth Management Group
New Jersey
$754
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$717
CH
386
Cromwell Holdings
Wyoming
$629
CT
387
Clearstead Trust
Maine
$624
WA
388
WPG Advisers
Maryland
$570
Kayne Anderson Rudnick Investment Management
389
Kayne Anderson Rudnick Investment Management
California
$534
BI
390
Binnacle Investments
Iowa
$481 +$451 +27 New
FHC
391
First Horizon Corporation
Tennessee
$410 +$384 +23 New
BHWM
392
Bay Harbor Wealth Management
Maryland
$339 +$117 +7 +58%
IA
393
IFP Advisors
Florida
$303 -$134 -8 -32%
TIM
394
Thompson Investment Management
Wisconsin
$250
GRP
395
Global Retirement Partners
California
$249 -$4.52K -271 -95%
HIA
396
HFM Investment Advisors
New Jersey
$232
RIL
397
Rothschild Investment LLC
Illinois
$232 +$217 +13 New
AWM
398
Abound Wealth Management
Tennessee
$214
NMG
399
New Millennium Group
Utah
$214 +$200 +12 New
SC
400
SouthState Corp
Florida
$179 -$167 -10 -50%

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.