MSB

Mesabi Trust
MSB

Overview Fund Activity

62 hedge funds and large institutions have $144M invested in Mesabi Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
21
Reduced
17
Closed
11
Calls
$306K
Puts
$4K
Net Calls
+$302K
Net Calls Change
+$174K

Top Buyers

1
ASN
Advisory Services Network
Georgia
$5.31M
2
HKAM
Horizon Kinetics Asset Management
New York
$70.9M
3
Morgan Stanley
Morgan Stanley
New York
$3.01M
4
RWA
Redhawk Wealth Advisors
Minnesota
$818K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$1.12M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$0
2
BCM
Beddow Capital Management
Wyoming
$8.99M
3
MC
Moors & Cabot
Massachusetts
$4.65M
4
GCP
GSA Capital Partners
United Kingdom
$0
5
AWP
Atlas Wealth Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
51
Golden State Wealth Management
California
$12K – – –
AF
52
Allworth Financial
California
$12K +$12K +500 New
KWM
53
Kiker Wealth Management
Georgia
$9.46K – – –
EWA
54
EverSource Wealth Advisors
Alabama
$8.27K – – –
AAS
55
Ameritas Advisory Services
Nebraska
$6.76K +$6.76K +282 New
BWM
56
Bernard Wealth Management
Michigan
$5.84K +$120 +5 +2%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$2.52K +$2.52K +105 New
FP
58
Financial Perspectives
Minnesota
$2.4K – – –
AssetMark Inc
59
AssetMark Inc
California
$431 +$431 +18 New
HNB
60
Huntington National Bank
Ohio
$24 – – –
CAM
61
Creekmur Asset Management
Illinois
$16 -$7.23K -452 -100%
OIAM
62
OFI Invest Asset Management
France
– -$932K -37,000 Closed
GCP
63
GSA Capital Partners
United Kingdom
– -$297K -10,902 Closed
AWP
64
Atlas Wealth Partners
Pennsylvania
– -$217K -8,057 Closed
HBCM
65
Heron Bay Capital Management
Michigan
– -$209K -7,737 Closed
Ameriprise
66
Ameriprise
Minnesota
– -$206K -7,575 Closed
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
– -$201K -7,400 Closed
ACM
68
Aster Capital Management
United Arab Emirates
– -$55.8K -2,010 Closed
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
– -$44K -1,648 Closed
QC
70
Quent Capital
New York
– -$25.6K -940 Closed
UIC
71
Uniplan Investment Counsel
Wisconsin
– -$7.29K -268 Closed
GI
72
GAMMA Investing
California
– -$218 -8 Closed
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