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MSB

Mesabi Trust

73 hedge funds and large institutions have $210M invested in Mesabi Trust in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $246M → $210M (-$36.2M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
73
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
$1.07M
Puts
$545K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$567K
OCPWS
27
One Charles Private Wealth Services
Massachusetts
$544K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$539K
Russell Investments Group
29
Russell Investments Group
United Kingdom
$538K
WP
30
Westmount Partners
California
$530K
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$496K
EFS
32
Essex Financial Services
Connecticut
$438K
Raymond James Financial
33
Raymond James Financial
Florida
$397K
AWA
34
Acorn Wealth Advisors
Michigan
$346K
VA
35
Verdad Advisers
Massachusetts
$325K
SWM
36
Steinberganna Wealth Management
New York
$311K
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$271K
Ameriprise
38
Ameriprise
Minnesota
$247K
AWP
39
Atlas Wealth Partners
Pennsylvania
$235K
IA
40
Inspire Advisors
Idaho
$234K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$233K
BCM
42
Bourgeon Capital Management
Connecticut
$220K
Osaic Holdings
43
Osaic Holdings
Arizona
$154K
MCM
44
MAI Capital Management
Ohio
$143K
QC
45
Quent Capital
New York
$97.7K
Simplex Trading
46
Simplex Trading
Illinois
$78.2K
NA
47
NewEdge Advisors
Louisiana
$51.6K
FFA
48
Farther Finance Advisors
California
$48.4K
MWA
49
Medallion Wealth Advisors
Connecticut
$39K
MSFP
50
Mark Sheptoff Financial Planning
Connecticut
$28.1K