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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
HKAM
1
Horizon Kinetics Asset Management
New York
$117M +$961K +28,372 +0.9%
V
2
ValueWorks
New York
$25.6M -$425K -12,538 -2%
BCM
3
Beddow Capital Management
Wyoming
$13.6M -$444K -13,124 -4%
MRI
4
Mad River Investors
Massachusetts
$11.4M +$38.1K +1,126 +0.4%
CAMG
5
CWA Asset Management Group
Florida
$8.79M +$2.28M +67,326 +42%
MC
6
Moors & Cabot
Massachusetts
$7.16M -$39.1K -1,156 -0.6%
ASN
7
Advisory Services Network
Georgia
$6.99M +$4.37K +129 +0.1%
Bank of America
8
Bank of America
North Carolina
$6.85M +$2.91K +86 +0%
ECM
9
EagleClaw Capital Management
Massachusetts
$6.44M -$6.77K -200 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$4.19M +$163K +4,817 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.58M +$603K +17,798 +24%
SEI Investments
12
SEI Investments
Pennsylvania
$3.23M +$2.84M +83,883 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.5M +$176K +5,189 +9%
Lido Advisors
14
Lido Advisors
California
$2.34M +$6.84K +202 +0.3%
ML
15
MSRH LLC
New York
$1.74M +$1.53M +45,114 New
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$1.67M -$51.1K -1,508 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.64M +$603K +17,820 +72%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.42M +$25.7K +760 +2%
RWA
19
Redhawk Wealth Advisors
Minnesota
$1.37M -$107K -3,171 -8%
PC
20
Pecaut & Co
Iowa
$1.31M
NS
21
NBC Securities
Alabama
$1.31M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.19M +$14.6K +432 +1%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.03M +$61.1K +1,805 +7%
SPIA
24
Steward Partners Investment Advisory
New York
$930K -$15.1K -447 -2%
LPL Financial
25
LPL Financial
California
$921K +$8.26K +244 +1%