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MSB

Mesabi Trust

64 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, 20 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,550% more call options, than puts

Call options by funds: $306K | Put options by funds: $4K

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

1.43% more ownership

Funds ownership: 43.99%45.42% (+1.4%)

0% more funds holding

Funds holding: 6464 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

8% less capital invested

Capital invested by funds: $157M → $144M (-$13.1M)

Holders
64
Holders Change
Holders Change %
0%
% 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
20
Reduced
18
Closed
11
Calls
$306K
Puts
$4K
Net Calls
+$302K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$14K
GSWM
52
Golden State Wealth Management
California
$12K
AF
53
Allworth Financial
California
$12K +$13K +500 New
KWM
54
Kiker Wealth Management
Georgia
$9.46K
EWA
55
EverSource Wealth Advisors
Alabama
$8.27K
AAS
56
Ameritas Advisory Services
Nebraska
$6.76K +$7.33K +282 New
BWM
57
Bernard Wealth Management
Michigan
$5.84K +$130 +5 +2%
APW
58
Aventura Private Wealth
Florida
$3.07K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$2.52K +$2.73K +105 New
FP
60
Financial Perspectives
Minnesota
$2.4K
AssetMark Inc
61
AssetMark Inc
California
$431 +$468 +18 New
HNB
62
Huntington National Bank
Ohio
$24
CAM
63
Creekmur Asset Management
Illinois
$16 -$11.7K -452 -100%
OIAM
64
OFI Invest Asset Management
France
-$932K -37,000 Closed
GCP
65
GSA Capital Partners
United Kingdom
-$297K -10,902 Closed
AWP
66
Atlas Wealth Partners
Pennsylvania
-$217K -8,057 Closed
HBCM
67
Heron Bay Capital Management
Michigan
-$209K -7,737 Closed
Ameriprise
68
Ameriprise
Minnesota
-$206K -7,575 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
-$201K -7,400 Closed
ACM
70
Aster Capital Management
United Arab Emirates
-$55.8K -2,010 Closed
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
-$44K -1,648 Closed
QC
72
Quent Capital
New York
-$25.6K -940 Closed
Simplex Trading
73
Simplex Trading
Illinois
-$16.1K -621 -96%
UIC
74
Uniplan Investment Counsel
Wisconsin
-$7.29K -268 Closed
GI
75
GAMMA Investing
California
-$218 -8 Closed

MSB Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Mesabi Trust (MSB) for Q2 2025, worth a combined $144M — down 8.4% from $157M a quarter earlier.

Fund positioning in MSB was balanced in Q2 2025: 11 funds opened new positions, 11 closed out, 20 added to existing stakes and 18 trimmed.

The largest buyer was Advisory Services Network, adding an estimated $3.67M. The largest seller was OFI Invest Asset Management, exiting entirely with an estimated $932K sold.

  • 64 institutional investors held Mesabi Trust (MSB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $144M of Mesabi Trust stock for Q2 2025, down 8.4% quarter-over-quarter.
  • 11 funds opened new Mesabi Trust positions in Q2 2025 and 11 closed out, a net change of 0 holders.
  • The largest Mesabi Trust buyer in Q2 2025 was Advisory Services Network, an estimated $3.67M added.
  • The largest Mesabi Trust seller in Q2 2025 was OFI Invest Asset Management, an estimated $932K sold.

Based on aggregated 13F filings for Q2 2025.