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

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$0
2
BCM
2
Beddow Capital Management
Wyoming
$8.99M
3
MC
3
Moors & Cabot
Massachusetts
$4.65M
4
GCP
4
GSA Capital Partners
United Kingdom
$0
5
AWP
5
Atlas Wealth Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HKAM
1
Horizon Kinetics Asset Management
New York
$70.9M +$1.41M +58,895 +2%
V
2
ValueWorks
New York
$16.4M -$199K -8,309 -1%
BCM
3
Beddow Capital Management
Wyoming
$8.99M -$670K -27,980 -7%
MRI
4
Mad River Investors
Massachusetts
$7.08M -$25K -1,044 -0.4%
ASN
5
Advisory Services Network
Georgia
$5.31M +$4.13M +141,159 +351%
MC
6
Moors & Cabot
Massachusetts
$4.65M -$343K -14,310 -7%
Bank of America
7
Bank of America
North Carolina
$4.26M -$56.1K -2,341 -1%
ECM
8
EagleClaw Capital Management
Massachusetts
$3.97M +$9.58K +400 +0.2%
Morgan Stanley
9
Morgan Stanley
New York
$3.01M +$875K +36,513 +41%
Lido Advisors
10
Lido Advisors
California
$1.91M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.85M -$3.62K -151 -0.2%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$1.12M +$679K +28,324 +154%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$892K +$3.88K +162 +0.4%
RWA
14
Redhawk Wealth Advisors
Minnesota
$818K +$818K +34,132 New
PC
15
Pecaut & Co
Iowa
$813K +$3.14K +131 +0.4%
NS
16
NBC Securities
Alabama
$813K -$2.87K -120 -0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$721K -$10.3K -430 -1%
UBS Group
18
UBS Group
Switzerland
$714K -$189K -7,905 -21%
Two Sigma Investments
19
Two Sigma Investments
New York
$691K -$186K -7,765 -21%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$645K -$170K -7,100 -21%
HighTower Advisors
21
HighTower Advisors
Illinois
$598K +$12.5K +523 +2%
SPIA
22
Steward Partners Investment Advisory
New York
$581K -$49.2K -2,055 -8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$576K -$62.5K -2,610 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
$523K +$4.61K +164 +0.9%
WP
25
Westmount Partners
California
$500K – – –
1
2 3