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MSB

Mesabi Trust

71 hedge funds and large institutions have $179M invested in Mesabi Trust in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

25% more capital invested

Capital invested by funds: $144M → $179M (+$35.6M)

11% more funds holding

Funds holding: 6471 (+7)

1.29% more ownership

Funds ownership: 45.42%46.7% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

89% less call options, than puts

Call options by funds: $34K | Put options by funds: $296K

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
26
Reduced
14
Closed
8
Calls
$34K
Puts
$296K
Net Calls
-$262K
Net Calls Change
-$564K
Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
26
One Charles Private Wealth Services
Massachusetts
$535K +$147 +5 +0%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$499K
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$489K -$74K -2,522 -13%
Two Sigma Investments
29
Two Sigma Investments
New York
$480K -$364K -12,415 -43%
UBS Group
30
UBS Group
Switzerland
$450K -$423K -14,417 -48%
EFS
31
Essex Financial Services
Connecticut
$428K +$616 +21 +0.1%
SWM
32
Steinberganna Wealth Management
New York
$375K +$381K +12,979 New
Raymond James Financial
33
Raymond James Financial
Florida
$358K -$21.2K -724 -6%
AWM
34
Apollon Wealth Management
South Carolina
$344K +$16.8K +574 +5%
RWM
35
Ritholtz Wealth Management
New York
$331K -$68.6K -2,338 -17%
AWA
36
Acorn Wealth Advisors
Michigan
$318K
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$308K +$15.2K +519 +5%
AWP
38
Atlas Wealth Partners
Pennsylvania
$227K +$230K +7,844 New
Ameriprise
39
Ameriprise
Minnesota
$226K +$226K +7,718 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$217K +$217K +7,400 New
SAM
41
Synergy Asset Management
Washington
$215K +$218K +7,450 New
GCP
42
GSA Capital Partners
United Kingdom
$212K +$213K +7,257 New
Citadel Advisors
43
Citadel Advisors
Florida
$210K -$144K -4,901 -41%
MCM
44
MAI Capital Management
Ohio
$131K +$381 +13 +0.3%
Osaic Holdings
45
Osaic Holdings
Arizona
$128K +$23K +784 +22%
Citigroup
46
Citigroup
New York
$111K +$111K +3,786 New
MCM
47
Manchester Capital Management
Vermont
$53K
NA
48
NewEdge Advisors
Louisiana
$47.5K +$264 +9 +0.6%
CTA
49
Colonial Trust Advisors
South Carolina
$43.9K +$44K +1,500 New
MWA
50
Medallion Wealth Advisors
Connecticut
$35.8K