We are live on ! Find out more
MSB

Mesabi Trust

71 hedge funds and large institutions have $179M invested in Mesabi Trust in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

25% more capital invested

Capital invested by funds: $144M → $179M (+$35.6M)

11% more funds holding

Funds holding: 6471 (+7)

1.29% more ownership

Funds ownership: 45.42%46.7% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

89% less call options, than puts

Call options by funds: $34K | Put options by funds: $296K

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
26
Reduced
14
Closed
8
Calls
$34K
Puts
$296K
Net Calls
-$262K
Net Calls Change
-$564K
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$87.8M +$1.14M +38,736 +1%
V
2
ValueWorks
New York
$19.8M -$268K -9,137 -1%
BCM
3
Beddow Capital Management
Wyoming
$10.7M -$269K -9,166 -2%
MRI
4
Mad River Investors
Massachusetts
$8.65M +$3.23K +110 +0%
MC
5
Moors & Cabot
Massachusetts
$5.48M -$207K -7,043 -4%
ASN
6
Advisory Services Network
Georgia
$5.31M +$1.44K +49 +0%
Bank of America
7
Bank of America
North Carolina
$5.2M +$792 +27 +0%
ECM
8
EagleClaw Capital Management
Massachusetts
$4.9M +$52.8K +1,800 +1%
CAMG
9
CWA Asset Management Group
Florida
$4.65M +$4.72M +160,918 New
Morgan Stanley
10
Morgan Stanley
New York
$3.04M -$641K -21,846 -17%
Lido Advisors
11
Lido Advisors
California
$2.34M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.2M -$55.5K -1,892 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.75M +$1.43M +48,635 +440%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$1.31M -$55.3K -1,884 -4%
RWA
15
Redhawk Wealth Advisors
Minnesota
$1.12M +$134K +4,579 +13%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.06M -$29.8K -1,016 -3%
NS
17
NBC Securities
Alabama
$993K
PC
18
Pecaut & Co
Iowa
$981K +$675 +23 +0.1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$890K +$9K +307 +1%
HighTower Advisors
20
HighTower Advisors
Illinois
$733K +$2.76K +94 +0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$723K +$19.2K +656 +3%
SPIA
22
Steward Partners Investment Advisory
New York
$720K +$10.5K +357 +1%
LPL Financial
23
LPL Financial
California
$693K +$117K +3,981 +20%
WP
24
Westmount Partners
California
$653K
Wells Fargo
25
Wells Fargo
California
$550K +$15.8K +539 +3%