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Mesabi Trust

83 hedge funds and large institutions have $246M invested in Mesabi Trust in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $179M → $246M (+$67M)

17% more call options, than puts

Call options by funds: $763K | Put options by funds: $651K

17% more funds holding

Funds holding: 7183 (+12)

2.47% more ownership

Funds ownership: 46.7%49.17% (+2.5%)

Holders
83
Holders Change
+12
Holders Change %
+16.9%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
19
Increased
29
Reduced
19
Closed
7
Calls
$763K
Puts
$651K
Net Calls
+$112K
Net Calls Change
+$374K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$174K +$1.19K +35 +0.8%
Citigroup
52
Citigroup
New York
$145K -$779 -23 -0.6%
QC
53
Quent Capital
New York
$123K +$76.6K +2,263 +241%
NA
54
NewEdge Advisors
Louisiana
$62.9K +$406 +12 +0.7%
Barclays
55
Barclays
United Kingdom
$57.8K +$50.8K +1,500 New
FFA
56
Farther Finance Advisors
California
$57.4K +$21.3K +630 +73%
MWA
57
Medallion Wealth Advisors
Connecticut
$47.8K
CWIG
58
Chung Wu Investment Group
Texas
$38.5K
MSFP
59
Mark Sheptoff Financial Planning
Connecticut
$38.5K
Corient Private Wealth
60
Corient Private Wealth
Florida
$38.5K +$1.3M +38,510 New
QA
61
Quattro Advisors
Pennsylvania
$30.8K +$27.1K +800 New
CTA
62
Colonial Trust Advisors
South Carolina
$28.9K -$25.4K -750 -50%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$26K +$237 +7 +1%
Comerica Bank
64
Comerica Bank
Texas
$21.2K
FHA
65
Flagship Harbor Advisors
Massachusetts
$20.4K +$17.9K +528 New
GSWM
66
Golden State Wealth Management
California
$19.3K
CFB
67
Cullen/Frost Bankers
Texas
$19.3K +$16.9K +500 New
AF
68
Allworth Financial
California
$19.3K
Group One Trading
69
Group One Trading
Illinois
$17K +$13.5K +400 +976%
GAFA
70
Garton & Associates Financial Advisors
Kentucky
$16K +$14K +414 New
CA
71
CoreCap Advisors
Michigan
$15.4K +$13.5K +400 New
CP
72
Camelot Portfolios
Ohio
$11.6K +$10.2K +300 New
GFA
73
Godfrey Financial Associates
New York
$11.6K +$10.2K +300 New
W
74
WealthCollab
Washington
$11.4K +$9.99K +295 New
BWM
75
Bernard Wealth Management
Michigan
$9.51K +$68 +2 +0.8%