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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
Wells Fargo
26
Wells Fargo
California
$567K +$17.6K +518 +3%
OCPWS
27
One Charles Private Wealth Services
Massachusetts
$544K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$539K -$130K -3,823 -18%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$538K +$1.19K +35 +0.2%
WP
30
Westmount Partners
California
$530K -$136K -4,000 -19%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$496K +$48.9K +1,437 +10%
EFS
32
Essex Financial Services
Connecticut
$438K -$29K -852 -6%
Raymond James Financial
33
Raymond James Financial
Florida
$397K +$30.7K +902 +8%
AWA
34
Acorn Wealth Advisors
Michigan
$346K
VA
35
Verdad Advisers
Massachusetts
$325K -$315K -9,264 -47%
SWM
36
Steinberganna Wealth Management
New York
$311K +$23.5K +691 +8%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$271K -$1.18M -34,652 -80%
Ameriprise
38
Ameriprise
Minnesota
$247K +$3.88K +114 +1%
AWP
39
Atlas Wealth Partners
Pennsylvania
$235K -$13.2K -388 -5%
IA
40
Inspire Advisors
Idaho
$234K +$253K +7,428 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$233K +$34 +1 +0%
BCM
42
Bourgeon Capital Management
Connecticut
$220K +$238K +6,999 New
Osaic Holdings
43
Osaic Holdings
Arizona
$154K -$9.43K -277 -5%
MCM
44
MAI Capital Management
Ohio
$143K +$919 +27 +0.6%
QC
45
Quent Capital
New York
$97.7K -$5.52K -162 -5%
Simplex Trading
46
Simplex Trading
Illinois
$78.2K +$84.5K +2,483 New
NA
47
NewEdge Advisors
Louisiana
$51.6K +$170 +5 +0.3%
FFA
48
Farther Finance Advisors
California
$48.4K +$238 +7 +0.5%
MWA
49
Medallion Wealth Advisors
Connecticut
$39K
MSFP
50
Mark Sheptoff Financial Planning
Connecticut
$28.1K