We are live on ! Find out more
MSB

Mesabi Trust

73 hedge funds and large institutions have $210M invested in Mesabi Trust in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $545K

1.68% more ownership

Funds ownership: 49.17%50.85% (+1.7%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

12% less funds holding

Funds holding: 8373 (-10)

15% less capital invested

Capital invested by funds: $246M → $210M (-$36.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
73
Holders Change
-10
Holders Change %
-12.05%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
9
Increased
23
Reduced
23
Closed
17
Calls
$1.07M
Puts
$545K
Net Calls
+$529K
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$98.9M +$3.86M +113,274 +4%
V
2
ValueWorks
New York
$20.4M -$599K -17,589 -3%
CAMG
3
CWA Asset Management Group
Florida
$14.1M +$7.46M +219,241 +96%
MRI
4
Mad River Investors
Massachusetts
$10.1M +$848K +24,897 +8%
First Manhattan
5
First Manhattan
New York
$9.77M +$10.6M +310,060 New
ASN
6
Advisory Services Network
Georgia
$5.82M +$106K +3,104 +2%
MC
7
Moors & Cabot
Massachusetts
$5.7M -$172K -5,059 -3%
Bank of America
8
Bank of America
North Carolina
$5.6M
ECM
9
EagleClaw Capital Management
Massachusetts
$5.35M +$86.8K +2,550 +2%
SEI Investments
10
SEI Investments
Pennsylvania
$5.28M +$2.86M +83,883 +100%
Morgan Stanley
11
Morgan Stanley
New York
$3.59M +$181K +5,303 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.16M +$246K +7,230 +8%
Lido Advisors
13
Lido Advisors
California
$2.52M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.81M -$250K -7,356 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.61M +$292K +8,588 +20%
ML
16
MSRH LLC
New York
$1.42M
JP Morgan Chase
17
JP Morgan Chase
New York
$1.17M -$22.5K -660 -2%
RWA
18
Redhawk Wealth Advisors
Minnesota
$1.07M -$47.6K -1,399 -4%
PC
19
Pecaut & Co
Iowa
$1.07M
NS
20
NBC Securities
Alabama
$968K -$109K -3,200 -9%
HighTower Advisors
21
HighTower Advisors
Illinois
$835K -$11.1K -327 -1%
SPIA
22
Steward Partners Investment Advisory
New York
$764K +$3.68K +108 +0.4%
UBS Group
23
UBS Group
Switzerland
$640K -$82.9K -2,435 -11%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$599K -$403K -11,830 -38%
LPL Financial
25
LPL Financial
California
$588K -$179K -5,243 -22%