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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
HKAM
1
Horizon Kinetics Asset Management
New York
$78.9M +$1.61M +58,685 +2%
V
2
ValueWorks
New York
$18.9M -$2.31M -84,346 -11%
BCM
3
Beddow Capital Management
Wyoming
$11M -$774K -28,281 -7%
MRI
4
Mad River Investors
Massachusetts
$8.06M +$42.6K +1,556 +0.5%
MC
5
Moors & Cabot
Massachusetts
$5.67M -$8.9M -325,429 -61%
Bank of America
6
Bank of America
North Carolina
$4.9M -$1.86M -67,816 -27%
ECM
7
EagleClaw Capital Management
Massachusetts
$4.49M +$534K +19,500 +13%
Morgan Stanley
8
Morgan Stanley
New York
$2.43M -$531K -19,391 -18%
Lido Advisors
9
Lido Advisors
California
$2.17M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.1M +$30.8K +1,127 +1%
ASN
11
Advisory Services Network
Georgia
$1.09M +$1.1M +40,188 New
UBS Group
12
UBS Group
Switzerland
$1.03M +$345K +12,598 +50%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.01M +$12.6K +460 +1%
Two Sigma Investments
14
Two Sigma Investments
New York
$995K +$263K +9,606 +36%
OIAM
15
OFI Invest Asset Management
France
$932K +$16.4K +600 +2%
NS
16
NBC Securities
Alabama
$926K +$931K +34,032 +113,440%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$925K +$30.1K +1,100 +3%
PC
18
Pecaut & Co
Iowa
$912K +$26.4K +966 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$830K +$438K +16,006 +110%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$725K +$90.4K +3,303 +14%
SPIA
21
Steward Partners Investment Advisory
New York
$715K +$25.5K +931 +4%
HighTower Advisors
22
HighTower Advisors
Illinois
$664K +$110K +4,034 +20%
WP
23
Westmount Partners
California
$563K
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$523K +$526K +19,212 New
Osaic Holdings
25
Osaic Holdings
Arizona
$503K -$14.7K -539 -3%