MSB

Mesabi Trust

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

8% less capital invested

Capital invested by funds: $157M → $144M (-$12.7M)

Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$306K
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$472K
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$460K
OCPWS
28
One Charles Private Wealth Services
Massachusetts
$438K
Wells Fargo
29
Wells Fargo
California
$437K
Russell Investments Group
30
Russell Investments Group
United Kingdom
$408K
SOW
31
State of Wyoming
Wyoming
$407K
EFS
32
Essex Financial Services
Connecticut
$350K
RWM
33
Ritholtz Wealth Management
New York
$329K
Raymond James Financial
34
Raymond James Financial
Florida
$311K
Citadel Advisors
35
Citadel Advisors
Florida
$289K
AWM
36
Apollon Wealth Management
South Carolina
$268K
Geode Capital Management
37
Geode Capital Management
Massachusetts
$265K
AWA
38
Acorn Wealth Advisors
Michigan
$264K
ETC
39
Exchange Traded Concepts
Oklahoma
$248K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$240K
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$203K
MCM
42
MAI Capital Management
Ohio
$107K
MCM
43
Manchester Capital Management
Vermont
$43.4K
NA
44
NewEdge Advisors
Louisiana
$38.6K
MSFP
45
Mark Sheptoff Financial Planning
Connecticut
$24K
CWIG
46
Chung Wu Investment Group
Texas
$24K
FFA
47
Farther Finance Advisors
California
$20.6K
TRCT
48
Tower Research Capital (TRC)
New York
$18.5K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$16K
Bessemer Group
50
Bessemer Group
New Jersey
$14K