We are live on ! Find out more
CMU

MFS High Yield Municipal Trust

Delisted

CMU was delisted on the 5th of June, 2026.

41 hedge funds and large institutions have $44.3M invested in MFS High Yield Municipal Trust in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

5% more funds holding

Funds holding: 3941 (+2)

1.53% more ownership

Funds ownership: 47.96%49.49% (+1.5%)

4% more capital invested

Capital invested by funds: $42.4M → $44.3M (+$1.85M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
14
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$12.6M +$2.09M +598,697 +20%
RCM
2
Rivernorth Capital Management
Florida
$9.23M +$181K +51,821 +2%
AC
3
Almitas Capital
California
$5.26M -$33K -9,450 -0.6%
IA
4
Icon Advisers
Colorado
$2.88M
COLIM
5
City of London Investment Management
United Kingdom
$1.99M +$175K +50,000 +10%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.96M +$42.5K +12,171 +2%
Bank of America
7
Bank of America
North Carolina
$1.42M +$903K +258,383 +175%
Morgan Stanley
8
Morgan Stanley
New York
$1.37M +$1.03M +295,240 +306%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$1.32M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.12M +$21K +6,000 +2%
MC
11
Matisse Capital
Oregon
$920K
UBS Group
12
UBS Group
Switzerland
$838K -$36.8K -10,523 -4%
Lido Advisors
13
Lido Advisors
California
$508K
MWM
14
Melfa Wealth Management
Massachusetts
$436K +$395 +113 +0.1%
EPW
15
Evolve Private Wealth
California
$325K +$323K +92,603 New
Osaic Holdings
16
Osaic Holdings
Arizona
$225K +$47.2K +13,521 +27%
LPL Financial
17
LPL Financial
California
$211K -$1.65K -473 -0.8%
Raymond James Financial
18
Raymond James Financial
Florida
$169K -$161 -46 -0.1%
SIA
19
Sit Investment Associates
Minnesota
$166K -$3.49M -997,983 -95%
EH
20
Equitable Holdings
New York
$115K +$1.06K +305 +0.9%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$109K +$11.2K +3,200 +12%
NPFS
22
Novak & Powell Financial Services
Florida
$107K +$106K +30,365 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$106K -$18.9K -5,408 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$91K +$307 +88 +0.3%
MA
25
Mutual Advisors
Nebraska
$73.7K +$73.3K +20,998 New

CMU Hedge Fund Activity: Q4 2025 in Review

41 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in MFS High Yield Municipal Trust (CMU) for Q4 2025, worth a combined $44.3M — up 4.4% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CMU positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Bulldog Investors, adding an estimated $2.09M. The largest seller was Sit Investment Associates, cutting an estimated $3.49M.

  • 41 institutional investors held MFS High Yield Municipal Trust (CMU) as of Q4 2025, up from 39 in Q3 2025.
  • Funds reported $44.3M of MFS High Yield Municipal Trust stock for Q4 2025, up 4.4% quarter-over-quarter.
  • 5 funds opened new MFS High Yield Municipal Trust positions in Q4 2025 and 3 closed out, a net change of +2 holders.
  • The largest MFS High Yield Municipal Trust buyer in Q4 2025 was Bulldog Investors, an estimated $2.09M added.
  • The largest MFS High Yield Municipal Trust seller in Q4 2025 was Sit Investment Associates, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2025.