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Mesabi Trust

61 hedge funds and large institutions have $171M invested in Mesabi Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,320% more call options, than puts

Call options by funds: $921K | Put options by funds: $5K

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

35% more capital invested

Capital invested by funds: $126M → $171M (+$44.4M)

30% more funds holding

Funds holding: 4761 (+14)

3.8% more ownership

Funds ownership: 42.49%46.28% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
61
Holders Change
+14
Holders Change %
+29.79%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
20
Reduced
13
Closed
2
Calls
$921K
Puts
$5K
Net Calls
+$916K
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$424K +$39.5K +1,522 +11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$408K +$6.36K +245 +2%
Wells Fargo
28
Wells Fargo
California
$392K +$9.43K +363 +3%
LPL Financial
29
LPL Financial
California
$358K +$312 +12 +0.1%
EFS
30
Essex Financial Services
Connecticut
$343K +$4.54K +175 +1%
AWA
31
Acorn Wealth Advisors
Michigan
$309K
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$281K -$11.7K -450 -4%
VCM
33
Vivaldi Capital Management
Illinois
$270K +$212K +8,164 New
KWM
34
Kingsview Wealth Management
Oregon
$233K +$215K +8,292 New
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$228K +$210K +8,095 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$208K +$192K +7,400 New
Ameriprise
37
Ameriprise
Minnesota
$205K +$189K +7,296 New
HBCM
38
Heron Bay Capital Management
Michigan
$204K +$190K +7,315 New
AWP
39
Atlas Wealth Partners
Pennsylvania
$202K +$188K +7,227 New
QC
40
Quent Capital
New York
$156K -$37.7K -1,453 -21%
MCM
41
MAI Capital Management
Ohio
$108K +$99.5K +3,832 New
MCM
42
Manchester Capital Management
Vermont
$50.9K
MWA
43
Medallion Wealth Advisors
Connecticut
$34.6K +$32.2K +1,240 New
MSFP
44
Mark Sheptoff Financial Planning
Connecticut
$28.1K
NA
45
NewEdge Advisors
Louisiana
$24.9K -$26 -1 -0.1%
FFA
46
Farther Finance Advisors
California
$23.5K
TRCT
47
Tower Research Capital (TRC)
New York
$20.8K +$12.3K +472 +175%
Bessemer Group
48
Bessemer Group
New Jersey
$17K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$15K +$208 +8 +1%
GSWM
50
Golden State Wealth Management
California
$14.1K +$13K +500 New