MSB

Mesabi Trust
MSB

Overview Fund Activity

62 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, 21 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
21
Reduced
17
Closed
11
Calls
$306K
Puts
$4K
Net Calls
+$302K
Net Calls Change
+$174K

Top Buyers

1
ASN
Advisory Services Network
Georgia
$5.31M
2
HKAM
Horizon Kinetics Asset Management
New York
$70.9M
3
Morgan Stanley
Morgan Stanley
New York
$3.01M
4
RWA
Redhawk Wealth Advisors
Minnesota
$818K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$1.12M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$0
2
BCM
Beddow Capital Management
Wyoming
$8.99M
3
MC
Moors & Cabot
Massachusetts
$4.65M
4
GCP
GSA Capital Partners
United Kingdom
$0
5
AWP
Atlas Wealth Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$472K +$96K +4,006 +26%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$460K – – –
OCPWS
28
One Charles Private Wealth Services
Massachusetts
$438K – – –
Wells Fargo
29
Wells Fargo
California
$437K +$25.1K +1,049 +6%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$408K +$93.8K +3,914 +30%
SOW
31
State of Wyoming
Wyoming
$407K +$407K +16,985 New
EFS
32
Essex Financial Services
Connecticut
$350K +$8.12K +339 +2%
RWM
33
Ritholtz Wealth Management
New York
$329K +$329K +13,737 New
Raymond James Financial
34
Raymond James Financial
Florida
$311K -$21.8K -911 -7%
Citadel Advisors
35
Citadel Advisors
Florida
$289K +$289K +12,077 New
AWM
36
Apollon Wealth Management
South Carolina
$268K -$116K -4,836 -30%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$265K +$265K +11,042 New
AWA
38
Acorn Wealth Advisors
Michigan
$264K – – –
ETC
39
Exchange Traded Concepts
Oklahoma
$248K +$26.6K +1,112 +12%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$240K +$48 +2 +0%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$203K +$203K +8,109 New
MCM
42
MAI Capital Management
Ohio
$107K +$1.73K +72 +2%
MCM
43
Manchester Capital Management
Vermont
$43.4K – – –
NA
44
NewEdge Advisors
Louisiana
$38.6K +$14.1K +587 +57%
MSFP
45
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
CWIG
46
Chung Wu Investment Group
Texas
$24K +$24K +1,000 New
FFA
47
Farther Finance Advisors
California
$20.6K +$431 +18 +2%
TRCT
48
Tower Research Capital (TRC)
New York
$18.5K +$359 +15 +2%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$16K +$335 +14 +2%
Bessemer Group
50
Bessemer Group
New Jersey
$14K – – –
1
2
3