MSB

Mesabi Trust
MSB

Overview Fund Activity

62 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.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.84%
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

Top Buyers

1
HKAM
1
Horizon Kinetics Asset Management
New York
$78.9M
2
ASN
2
Advisory Services Network
Georgia
$1.09M
3
NS
3
NBC Securities
Alabama
$926K
4
ECM
4
EagleClaw Capital Management
Massachusetts
$4.49M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$523K

Top Sellers

1
MC
1
Moors & Cabot
Massachusetts
$5.67M
2
V
2
ValueWorks
New York
$18.9M
3
Bank of America
3
Bank of America
North Carolina
$4.9M
4
BCM
4
Beddow Capital Management
Wyoming
$11M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$18K 654 +104 +19%
Simplex Trading
52
Simplex Trading
Illinois
$17K 644 +644 New
Bessemer Group
53
Bessemer Group
New Jersey
$16K 600 – –
GSWM
54
Golden State Wealth Management
California
$13.6K 500 – –
CAM
55
Creekmur Asset Management
Illinois
$12.2K 453 +72 +19%
KWM
56
Kiker Wealth Management
Georgia
$10.7K 395 +395 New
EWA
57
EverSource Wealth Advisors
Alabama
$9.31K 345 – –
UIC
58
Uniplan Investment Counsel
Wisconsin
$7.29K 268 +268 New
BWM
59
Bernard Wealth Management
Michigan
$6.44K 239 +38 +19%
FP
60
Financial Perspectives
Minnesota
$2.72K 100 – –
GI
61
GAMMA Investing
California
$218 8 -24 -75%
HNB
62
Huntington National Bank
Ohio
$27 1 – –
Citadel Advisors
63
Citadel Advisors
Florida
– – -17,433 Closed
Marshall Wace
64
Marshall Wace
United Kingdom
– – -15,071 Closed
KWM
65
Kingsview Wealth Management
Oregon
– – -8,292 Closed
VCM
66
Vivaldi Capital Management
Illinois
– – -8,164 Closed
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
– – -8,095 Closed
CAS
68
Coppell Advisory Solutions
Texas
– – -112 Closed
Barclays
69
Barclays
United Kingdom
– – -6 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
– – -1 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– – – –
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
Group One Trading
73
Group One Trading
Illinois
– – – –
Jane Street
74
Jane Street
New York
– – – –
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