MSB

Mesabi Trust

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, 20 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

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
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
$306K
Puts
$4K
Net Calls
Net Calls Change
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
Russell Investments Group
29
Russell Investments Group
United Kingdom
$408K
SOW
30
State of Wyoming
Wyoming
$407K
EFS
31
Essex Financial Services
Connecticut
$350K
RWM
32
Ritholtz Wealth Management
New York
$329K
Raymond James Financial
33
Raymond James Financial
Florida
$311K
Citadel Advisors
34
Citadel Advisors
Florida
$289K
AWM
35
Apollon Wealth Management
South Carolina
$268K
Geode Capital Management
36
Geode Capital Management
Massachusetts
$265K
AWA
37
Acorn Wealth Advisors
Michigan
$264K
ETC
38
Exchange Traded Concepts
Oklahoma
$248K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$240K
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$203K
MCM
41
MAI Capital Management
Ohio
$107K
Osaic Holdings
42
Osaic Holdings
Arizona
$84.4K
MCM
43
Manchester Capital Management
Vermont
$43.4K
NA
44
NewEdge Advisors
Louisiana
$38.6K
MSFP
45
Mark Sheptoff Financial Planning
Connecticut
$24K
CWIG
46
Chung Wu Investment Group
Texas
$24K
FFA
47
Farther Finance Advisors
California
$20.6K
TRCT
48
Tower Research Capital (TRC)
New York
$18.5K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$16K
Bessemer Group
50
Bessemer Group
New Jersey
$14K