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MSB

Mesabi Trust

64 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

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

35% more call options, than puts

Call options by funds: $492K | Put options by funds: $364K

5% more funds holding

Funds holding: 6164 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.3% less ownership

Funds ownership: 46.28%43.99% (-2.3%)

8% less capital invested

Capital invested by funds: $171M → $157M (-$13.8M)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.86%
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
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$499K +$502K +18,338 New
OCPWS
27
One Charles Private Wealth Services
Massachusetts
$497K +$4.32K +158 +0.9%
Wells Fargo
28
Wells Fargo
California
$468K +$88.5K +3,234 +23%
AWM
29
Apollon Wealth Management
South Carolina
$436K +$22.7K +831 +5%
LPL Financial
30
LPL Financial
California
$426K +$80.2K +2,932 +23%
EFS
31
Essex Financial Services
Connecticut
$388K +$56.2K +2,055 +17%
Raymond James Financial
32
Raymond James Financial
Florida
$377K -$166K -6,053 -30%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$357K +$359K +13,128 New
AWA
34
Acorn Wealth Advisors
Michigan
$299K
GCP
35
GSA Capital Partners
United Kingdom
$297K +$298K +10,902 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$272K +$410 +15 +0.2%
ETC
37
Exchange Traded Concepts
Oklahoma
$251K +$252K +9,218 New
AWP
38
Atlas Wealth Partners
Pennsylvania
$217K +$22.7K +830 +11%
HBCM
39
Heron Bay Capital Management
Michigan
$209K +$11.5K +422 +6%
Ameriprise
40
Ameriprise
Minnesota
$206K +$7.63K +279 +4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$201K
MCM
42
MAI Capital Management
Ohio
$119K +$15.3K +561 +15%
ACM
43
Aster Capital Management
United Arab Emirates
$55.8K +$55K +2,010 New
MCM
44
Manchester Capital Management
Vermont
$49.3K
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$44K +$45.1K +1,648 New
MWA
46
Medallion Wealth Advisors
Connecticut
$33.8K
NA
47
NewEdge Advisors
Louisiana
$27.9K +$3.86K +141 +16%
MSFP
48
Mark Sheptoff Financial Planning
Connecticut
$27.2K
QC
49
Quent Capital
New York
$25.6K -$126K -4,609 -83%
FFA
50
Farther Finance Advisors
California
$22.9K