MSB

Mesabi Trust

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.

New
Increased
Maintained
Reduced
Closed
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
$492K
Puts
$364K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$499K
OCPWS
27
One Charles Private Wealth Services
Massachusetts
$497K
Wells Fargo
28
Wells Fargo
California
$468K
AWM
29
Apollon Wealth Management
South Carolina
$436K
LPL Financial
30
LPL Financial
California
$426K
EFS
31
Essex Financial Services
Connecticut
$388K
Raymond James Financial
32
Raymond James Financial
Florida
$377K
Russell Investments Group
33
Russell Investments Group
United Kingdom
$357K
AWA
34
Acorn Wealth Advisors
Michigan
$299K
GCP
35
GSA Capital Partners
United Kingdom
$297K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$272K
ETC
37
Exchange Traded Concepts
Oklahoma
$251K
AWP
38
Atlas Wealth Partners
Pennsylvania
$217K
HBCM
39
Heron Bay Capital Management
Michigan
$209K
Ameriprise
40
Ameriprise
Minnesota
$206K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$201K
MCM
42
MAI Capital Management
Ohio
$119K
ACM
43
Aster Capital Management
United Arab Emirates
$55.8K
MCM
44
Manchester Capital Management
Vermont
$49.3K
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$44K
NA
46
NewEdge Advisors
Louisiana
$27.9K
MSFP
47
Mark Sheptoff Financial Planning
Connecticut
$27.2K
QC
48
Quent Capital
New York
$25.6K
FFA
49
Farther Finance Advisors
California
$22.9K
TRCT
50
Tower Research Capital (TRC)
New York
$20.6K