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CXE

MFS High Income Municipal Trust

Delisted

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

51 hedge funds and large institutions have $42.1M invested in MFS High Income Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.83% less ownership

Funds ownership: 38.15%37.32% (-0.83%)

2% less funds holding

Funds holding: 5251 (-1)

5% less capital invested

Capital invested by funds: $44.4M → $42.1M (-$2.28M)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPFS
26
Novak & Powell Financial Services
Florida
$131K +$1.85K +523 +1%
HKAM
27
Horizon Kinetics Asset Management
New York
$124K
NA
28
NewEdge Advisors
Louisiana
$117K +$35.4K +10,000 +44%
RMDI
29
R.M. Davis Inc
Maine
$111K
Wells Fargo
30
Wells Fargo
California
$86.1K +$46.5K +13,131 +120%
HighTower Advisors
31
HighTower Advisors
Illinois
$78.3K -$1.92K -544 -2%
Citadel Advisors
32
Citadel Advisors
Florida
$77.6K +$76.7K +21,670 New
CCM
33
Collar Capital Management
Wisconsin
$71.6K
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$65.9K +$20.9K +5,903 +47%
WAM
35
Wolverine Asset Management
Illinois
$60.8K -$122K -34,433 -67%
Mariner
36
Mariner
Kansas
$54.6K +$771 +218 +1%
Stifel Financial
37
Stifel Financial
Missouri
$53.9K
Osaic Holdings
38
Osaic Holdings
Arizona
$50.9K -$12.4K -3,517 -20%
TC
39
TownSquare Capital
Utah
$48.4K -$6.49K -1,834 -12%
AF
40
Allworth Financial
California
$46.5K +$46K +13,000 New
TSW
41
Thompson Siegel & Walmsley
Virginia
$45K
LPL Financial
42
LPL Financial
California
$39.6K -$52.9K -14,948 -57%
WFA
43
WMG Financial Advisors
Tennessee
$38.3K
PPC
44
Park Place Capital
Alabama
$36.9K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$19K -$502K -142,000 -96%
SPIA
46
Steward Partners Investment Advisory
New York
$18.2K
IBOK
47
Independence Bank of Kentucky
Kentucky
$11.9K -$2.01K -568 -15%
MWM
48
Mascoma Wealth Management
New Hampshire
$9.01K
NFSG
49
Newbridge Financial Services Group
Florida
$3.5K +$3.46K +978 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.79K +$1.77K +500 New

CXE Hedge Fund Activity: Q2 2025 in Review

51 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2025, worth a combined $42.1M — down 5.1% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CXE positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $1.62M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.53M.

  • 51 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2025, down from 52 in Q1 2025.
  • Funds reported $42.1M of MFS High Income Municipal Trust stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 6 funds opened new MFS High Income Municipal Trust positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest MFS High Income Municipal Trust buyer in Q2 2025 was Summit Financial, an estimated $1.62M added.
  • The largest MFS High Income Municipal Trust seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q2 2025.