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Mesabi Trust

64 hedge funds and large institutions have $157M invested in Mesabi Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

35% more call options, than puts

Call options by funds: $492K | Put options by funds: $364K

5% more funds holding

Funds holding: 6164 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.3% less ownership

Funds ownership: 46.28%43.99% (-2.3%)

8% less capital invested

Capital invested by funds: $171M → $157M (-$13.8M)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
30
Reduced
9
Closed
8
Calls
$492K
Puts
$364K
Net Calls
+$128K
Net Calls Change
-$788K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$20.6K +$438 +16 +2%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$18K +$2.85K +104 +19%
Simplex Trading
53
Simplex Trading
Illinois
$17K +$17.6K +644 New
Bessemer Group
54
Bessemer Group
New Jersey
$16K
GSWM
55
Golden State Wealth Management
California
$13.6K
CAM
56
Creekmur Asset Management
Illinois
$12.2K +$1.97K +72 +19%
KWM
57
Kiker Wealth Management
Georgia
$10.7K +$10.8K +395 New
EWA
58
EverSource Wealth Advisors
Alabama
$9.31K
UIC
59
Uniplan Investment Counsel
Wisconsin
$7.29K +$7.33K +268 New
BWM
60
Bernard Wealth Management
Michigan
$6.44K +$1.04K +38 +19%
APW
61
Aventura Private Wealth
Florida
$3.48K
FP
62
Financial Perspectives
Minnesota
$2.72K
GI
63
GAMMA Investing
California
$218 -$657 -24 -75%
HNB
64
Huntington National Bank
Ohio
$27
Citadel Advisors
65
Citadel Advisors
Florida
-$477K -17,433 Closed
Marshall Wace
66
Marshall Wace
United Kingdom
-$424K -15,071 Closed
KWM
67
Kingsview Wealth Management
Oregon
-$233K -8,292 Closed
VCM
68
Vivaldi Capital Management
Illinois
-$270K -8,164 Closed
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
-$228K -8,095 Closed
CAS
70
Coppell Advisory Solutions
Texas
-$3.08K -112 Closed
Barclays
71
Barclays
United Kingdom
-$169 -6 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
-$28 -1 Closed