HIA
MSIF

HFM Investment Advisors’s MSC Income Fund Inc MSIF Stock Holding History

HFM Investment Advisors’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.56K Buy
621
+208
+50% +$2.69K ﹤0.01% 135
2025
Q4 		$5.43K Buy
413
+207
+100% +$2.75K ﹤0.01% 175
2025
Q3 		$2.71K Buy
+206
New +$3.06K ﹤0.01% 159
2025
Q2 		– Sell
-622
Closed -$9.67K – 1324
2025
Q1 		$9.67K Buy
+622
New +$10.5K ﹤0.01% 80

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HFM Investment Advisors's MSIF Position: Q1 2026 in Review

HFM Investment Advisors increased its MSC Income Fund Inc (MSIF) stake by 50% in Q1 2026, buying an estimated $2.69K and bringing the position to 621 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

HFM Investment Advisors first reported a position in MSIF in Q1 2025 and has held it in 4 quarters since. The position peaked at $9.67K in Q1 2025. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • HFM Investment Advisors held 621 shares of MSC Income Fund Inc worth $7.56K as of Q1 2026.
  • HFM Investment Advisors bought 208 MSC Income Fund Inc shares in Q1 2026, an estimated $2.69K.
  • MSC Income Fund Inc made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #135 holding.
  • HFM Investment Advisors first reported a position in MSC Income Fund Inc in Q1 2025 and has held it in 4 quarters since.
  • HFM Investment Advisors's MSC Income Fund Inc position peaked at $9.67K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.