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Mesabi Trust

83 hedge funds and large institutions have $246M invested in Mesabi Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $179M → $246M (+$67M)

17% more call options, than puts

Call options by funds: $763K | Put options by funds: $651K

17% more funds holding

Funds holding: 7183 (+12)

2.47% more ownership

Funds ownership: 46.7%49.17% (+2.5%)

Holders
83
Holders Change
+12
Holders Change %
+16.9%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
19
Increased
29
Reduced
19
Closed
7
Calls
$763K
Puts
$651K
Net Calls
+$112K
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$876K +$249K +7,350 +48%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$806K +$352K +10,407 +99%
WP
28
Westmount Partners
California
$803K
VA
29
Verdad Advisers
Massachusetts
$754K +$663K +19,567 New
Wells Fargo
30
Wells Fargo
California
$673K -$44.3K -1,309 -7%
OCPWS
31
One Charles Private Wealth Services
Massachusetts
$665K -$34K -1,005 -6%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$656K
EFS
33
Essex Financial Services
Connecticut
$569K +$4.88K +144 +1%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$551K -$81K -2,393 -14%
Two Sigma Investments
35
Two Sigma Investments
New York
$454K -$156K -4,620 -28%
AWM
36
Apollon Wealth Management
South Carolina
$452K -$576 -17 -0.1%
Raymond James Financial
37
Raymond James Financial
Florida
$450K -$18.6K -549 -4%
AWA
38
Acorn Wealth Advisors
Michigan
$424K
RWM
39
Ritholtz Wealth Management
New York
$403K -$31.8K -940 -8%
SWM
40
Steinberganna Wealth Management
New York
$354K -$128K -3,775 -29%
AWP
41
Atlas Wealth Partners
Pennsylvania
$303K +$474 +14 +0.2%
Ameriprise
42
Ameriprise
Minnesota
$298K +$406 +12 +0.2%
Citadel Advisors
43
Citadel Advisors
Florida
$297K +$17.8K +527 +7%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$285K
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$249K +$207K +6,109 New
CCA
46
Cadent Capital Advisors
Oklahoma
$235K +$207K +6,112 New
GCP
47
GSA Capital Partners
United Kingdom
$225K -$48.2K -1,423 -20%
PHS
48
Pekin Hardy Strauss
Illinois
$218K +$191K +5,650 New
SIC
49
SFE Investment Counsel
California
$213K +$188K +5,540 New
Osaic Holdings
50
Osaic Holdings
Arizona
$199K +$29K +857 +20%