MSB

Mesabi Trust
MSB

Overview Fund Activity

62 hedge funds and large institutions have $144M invested in Mesabi Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
21
Reduced
17
Closed
11
Calls
$306K
Puts
$4K
Net Calls
+$302K
Net Calls Change
+$174K

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$5.31M
2
HKAM
2
Horizon Kinetics Asset Management
New York
$70.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.01M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$818K
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$1.12M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$0
2
BCM
2
Beddow Capital Management
Wyoming
$8.99M
3
MC
3
Moors & Cabot
Massachusetts
$4.65M
4
GCP
4
GSA Capital Partners
United Kingdom
$0
5
AWP
5
Atlas Wealth Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$70.9M 2,960,590 +58,895 +2%
V
2
ValueWorks
New York
$16.4M 685,846 -8,309 -1%
BCM
3
Beddow Capital Management
Wyoming
$8.99M 375,095 -27,980 -7%
MRI
4
Mad River Investors
Massachusetts
$7.08M 295,413 -1,044 -0.4%
ASN
5
Advisory Services Network
Georgia
$5.31M 181,347 +141,159 +351%
MC
6
Moors & Cabot
Massachusetts
$4.65M 194,203 -14,310 -7%
Bank of America
7
Bank of America
North Carolina
$4.26M 177,768 -2,341 -1%
ECM
8
EagleClaw Capital Management
Massachusetts
$3.97M 165,625 +400 +0.2%
Morgan Stanley
9
Morgan Stanley
New York
$3.01M 125,771 +36,513 +41%
Lido Advisors
10
Lido Advisors
California
$1.91M 79,779 – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.85M 77,062 -151 -0.2%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$1.12M 46,662 +28,324 +154%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$892K 37,220 +162 +0.4%
RWA
14
Redhawk Wealth Advisors
Minnesota
$818K 34,132 +34,132 New
PC
15
Pecaut & Co
Iowa
$813K 33,940 +131 +0.4%
NS
16
NBC Securities
Alabama
$813K 33,942 -120 -0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$721K 30,102 -430 -1%
UBS Group
18
UBS Group
Switzerland
$714K 29,806 -7,905 -21%
Two Sigma Investments
19
Two Sigma Investments
New York
$691K 28,824 -7,765 -21%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$645K 26,900 -7,100 -21%
HighTower Advisors
21
HighTower Advisors
Illinois
$598K 24,944 +523 +2%
SPIA
22
Steward Partners Investment Advisory
New York
$581K 24,242 -2,055 -8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$576K 24,052 -2,610 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
$523K 18,643 +164 +0.9%
WP
25
Westmount Partners
California
$500K 20,856 – –
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