MSB

Mesabi Trust
MSB

Overview Fund Activity

62 hedge funds and large institutions have $157M invested in Mesabi Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
30
Reduced
9
Closed
8
Calls
$492K
Puts
$364K
Net Calls
+$128K
Net Calls Change
-$788K

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$78.9M
2
ASN
2
Advisory Services Network
Georgia
$1.09M
3
NS
3
NBC Securities
Alabama
$926K
4
ECM
4
EagleClaw Capital Management
Massachusetts
$4.49M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$523K

Top Sellers

1
MC
1
Moors & Cabot
Massachusetts
$5.67M
2
V
2
ValueWorks
New York
$18.9M
3
Bank of America
3
Bank of America
North Carolina
$4.9M
4
BCM
4
Beddow Capital Management
Wyoming
$11M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$499K 18,338 +18,338 New
OCPWS
27
One Charles Private Wealth Services
Massachusetts
$497K 18,263 +158 +0.9%
Wells Fargo
28
Wells Fargo
California
$468K 17,195 +3,234 +23%
AWM
29
Apollon Wealth Management
South Carolina
$436K 16,015 +831 +5%
LPL Financial
30
LPL Financial
California
$426K 15,674 +2,932 +23%
EFS
31
Essex Financial Services
Connecticut
$388K 14,261 +2,055 +17%
Raymond James Financial
32
Raymond James Financial
Florida
$377K 13,874 -6,053 -30%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$357K 13,128 +13,128 New
AWA
34
Acorn Wealth Advisors
Michigan
$299K 11,000 – –
GCP
35
GSA Capital Partners
United Kingdom
$297K 10,902 +10,902 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$272K 9,995 +15 +0.2%
ETC
37
Exchange Traded Concepts
Oklahoma
$251K 9,218 +9,218 New
AWP
38
Atlas Wealth Partners
Pennsylvania
$217K 8,057 +830 +11%
HBCM
39
Heron Bay Capital Management
Michigan
$209K 7,737 +422 +6%
Ameriprise
40
Ameriprise
Minnesota
$206K 7,575 +279 +4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$201K 7,400 – –
MCM
42
MAI Capital Management
Ohio
$119K 4,393 +561 +15%
ACM
43
Aster Capital Management
United Arab Emirates
$55.8K 2,010 +2,010 New
MCM
44
Manchester Capital Management
Vermont
$49.3K 1,811 – –
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$44K 1,648 +1,648 New
NA
46
NewEdge Advisors
Louisiana
$27.9K 1,025 +141 +16%
MSFP
47
Mark Sheptoff Financial Planning
Connecticut
$27.2K 1,000 – –
QC
48
Quent Capital
New York
$25.6K 940 -4,609 -83%
FFA
49
Farther Finance Advisors
California
$22.9K 840 – –
TRCT
50
Tower Research Capital (TRC)
New York
$20.6K 757 +16 +2%
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2
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