MSB

Mesabi Trust

81 hedge funds and large institutions have $245M invested in Mesabi Trust in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$763K
Puts
$651K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$806K
WP
27
Westmount Partners
California
$803K
VA
28
Verdad Advisers
Massachusetts
$754K
Wells Fargo
29
Wells Fargo
California
$673K
OCPWS
30
One Charles Private Wealth Services
Massachusetts
$665K
Russell Investments Group
31
Russell Investments Group
United Kingdom
$656K
EFS
32
Essex Financial Services
Connecticut
$569K
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$551K
Two Sigma Investments
34
Two Sigma Investments
New York
$454K
AWM
35
Apollon Wealth Management
South Carolina
$452K
Raymond James Financial
36
Raymond James Financial
Florida
$450K
AWA
37
Acorn Wealth Advisors
Michigan
$424K
RWM
38
Ritholtz Wealth Management
New York
$403K
SWM
39
Steinberganna Wealth Management
New York
$354K
AWP
40
Atlas Wealth Partners
Pennsylvania
$303K
Ameriprise
41
Ameriprise
Minnesota
$298K
Citadel Advisors
42
Citadel Advisors
Florida
$297K
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$285K
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$249K
CCA
45
Cadent Capital Advisors
Oklahoma
$235K
GCP
46
GSA Capital Partners
United Kingdom
$225K
PHS
47
Pekin Hardy Strauss
Illinois
$218K
SIC
48
SFE Investment Counsel
California
$213K
Osaic Holdings
49
Osaic Holdings
Arizona
$199K
MCM
50
MAI Capital Management
Ohio
$174K