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MSB

Mesabi Trust

64 hedge funds and large institutions have $144M invested in Mesabi Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,550% more call options, than puts

Call options by funds: $306K | Put options by funds: $4K

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

1.43% more ownership

Funds ownership: 43.99%45.42% (+1.4%)

0% more funds holding

Funds holding: 6464 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

8% less capital invested

Capital invested by funds: $157M → $144M (-$13.1M)

Holders
64
Holders Change
Holders Change %
0%
% 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
20
Reduced
18
Closed
11
Calls
$306K
Puts
$4K
Net Calls
+$302K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$460K
OCPWS
27
One Charles Private Wealth Services
Massachusetts
$438K
Wells Fargo
28
Wells Fargo
California
$437K +$27.2K +1,049 +6%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$408K +$102K +3,914 +30%
SOW
30
State of Wyoming
Wyoming
$407K +$441K +16,985 New
EFS
31
Essex Financial Services
Connecticut
$350K +$8.8K +339 +2%
RWM
32
Ritholtz Wealth Management
New York
$329K +$357K +13,737 New
Raymond James Financial
33
Raymond James Financial
Florida
$311K -$23.7K -911 -7%
Citadel Advisors
34
Citadel Advisors
Florida
$289K +$314K +12,077 New
AWM
35
Apollon Wealth Management
South Carolina
$268K -$126K -4,836 -30%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$265K +$287K +11,042 New
AWA
37
Acorn Wealth Advisors
Michigan
$264K
ETC
38
Exchange Traded Concepts
Oklahoma
$248K +$28.9K +1,112 +12%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$240K +$52 +2 +0%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$203K +$211K +8,109 New
MCM
41
MAI Capital Management
Ohio
$107K +$1.87K +72 +2%
Osaic Holdings
42
Osaic Holdings
Arizona
$84.4K -$388K -14,956 -81%
MCM
43
Manchester Capital Management
Vermont
$43.4K
NA
44
NewEdge Advisors
Louisiana
$38.6K +$15.2K +587 +57%
MWA
45
Medallion Wealth Advisors
Connecticut
$29.6K
MSFP
46
Mark Sheptoff Financial Planning
Connecticut
$24K
CWIG
47
Chung Wu Investment Group
Texas
$24K +$26K +1,000 New
FFA
48
Farther Finance Advisors
California
$20.6K +$468 +18 +2%
TRCT
49
Tower Research Capital (TRC)
New York
$18.5K +$390 +15 +2%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$16K +$364 +14 +2%

MSB Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Mesabi Trust (MSB) for Q2 2025, worth a combined $144M — down 8.4% from $157M a quarter earlier.

Fund positioning in MSB was balanced in Q2 2025: 11 funds opened new positions, 11 closed out, 20 added to existing stakes and 18 trimmed.

The largest buyer was Advisory Services Network, adding an estimated $3.67M. The largest seller was OFI Invest Asset Management, exiting entirely with an estimated $932K sold.

  • 64 institutional investors held Mesabi Trust (MSB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $144M of Mesabi Trust stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 11 funds opened new Mesabi Trust positions in Q2 2025 and 11 closed out, a net change of 0 holders.
  • The largest Mesabi Trust buyer in Q2 2025 was Advisory Services Network, an estimated $3.67M added.
  • The largest Mesabi Trust seller in Q2 2025 was OFI Invest Asset Management, an estimated $932K sold.

Based on aggregated 13F filings for Q2 2025.