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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
B
201
Bailard
California
$402K -$337K -19,500 -45%
FM
202
Foster & Motley
Ohio
$402K -$178K -10,323 -30%
OAM
203
Oppenheimer Asset Management
New York
$398K -$57K -3,301 -12%
BCM
204
Brasada Capital Management
Texas
$390K -$520K -30,101 -55%
WorldQuant Millennium Advisors
205
WorldQuant Millennium Advisors
New York
$388K +$397K +22,968 New
ISL
206
Ingalls & Snyder LLC
New York
$378K
AIA
207
Allied Investment Advisors
Montana
$373K -$2.33K -135 -0.6%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$367K
VPIM
209
Vanguard Personalized Indexing Management
California
$367K +$121K +6,981 +47%
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$366K +$30.1K +1,742 +9%
Corient Private Wealth
211
Corient Private Wealth
Florida
$358K +$69.9K +4,049 +24%
II
212
Inspire Investing
Idaho
$347K -$30.8K -1,784 -8%
FWM
213
Forza Wealth Management
Florida
$346K
Mariner
214
Mariner
Kansas
$344K -$22.7K -1,316 -6%
PA
215
PharVision Advisers
Florida
$340K +$347K +20,083 New
CIG
216
Cascade Investment Group
Colorado
$338K
YIH
217
Y-Intercept (HK)
Hong Kong
$334K -$390K -22,594 -53%
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$327K -$12.4K -721 -4%
GCM
219
Graham Capital Management
Connecticut
$321K +$328K +19,004 New
UIM
220
Unified Investment Management
Georgia
$320K -$28.2K -1,636 -8%
AC
221
AXQ Capital
New Jersey
$313K +$319K +18,481 New
EC
222
EntryPoint Capital
New York
$306K +$312K +18,070 New
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$300K +$61.1K +3,539 +25%
PAM
224
Palisade Asset Management
Minnesota
$299K -$17.3K -1,000 -5%
GI
225
GAMCO Investors
Connecticut
$298K -$6.91K -400 -2%

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.