MFS Investment Grade Municipal Trust
CXH was delisted on the 5th of June, 2026.
32 hedge funds and large institutions have $32.1M invested in MFS Investment Grade Municipal Trust in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
10% more capital invested
Capital invested by funds: $29.2M → $32.1M (+$2.84M)
3.82% more ownership
Funds ownership: 45.41% → 49.23% (+3.8%)
3% less funds holding
Funds holding: 33 → 32 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.17M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.76M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.52M |
| 4 |
Morgan Stanley
New York
|
+$783K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$503K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.21M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$2.12M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$261K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$170K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$53.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
26
Concurrent Investment Advisors
Tampa,
Florida
| $81.5K | – | – | – |
|
|
CFFP
27
Center for Financial Planning
Southfied,
Michigan
| $36.5K | – | – | – |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $31.8K | – | – | – |
|
|
MA
29
Montag & Associates
Atlanta,
Georgia
| $19.6K | – | – | – |
|
|
NWMP
30
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $17.5K | – | – | – |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.17K | – | – | – |
|
|
SPIA
32
Steward Partners Investment Advisory
New York
| $787 | – | – | – |
|
|
33
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$2.12M | -270,133 | Closed |
|
|
GWSG
34
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$53.3K | -6,775 | Closed |
|
|
IBOK
35
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$5.09K | -648 | Closed |
|
36
Jones Financial Companies
Des Peres,
Missouri
| – | -$3.29K | -419 | Closed |
|
|
AAS
37
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.14K | -144 | Closed |
|
CXH Hedge Fund Activity: Q4 2025 in Review
32 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in MFS Investment Grade Municipal Trust (CXH) for Q4 2025, worth a combined $32.1M — up 9.7% from $29.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CXH and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $2.17M. The largest seller was Sit Investment Associates, cutting an estimated $2.21M.
- 32 institutional investors held MFS Investment Grade Municipal Trust (CXH) as of Q4 2025, down from 33 in Q3 2025.
- Funds reported $32.1M of MFS Investment Grade Municipal Trust stock for Q4 2025, up 9.7% quarter-over-quarter.
- 4 funds opened new MFS Investment Grade Municipal Trust positions in Q4 2025 and 5 closed out, a net change of -1 holder.
- The largest MFS Investment Grade Municipal Trust buyer in Q4 2025 was Focus Partners Wealth, an estimated $2.17M added.
- The largest MFS Investment Grade Municipal Trust seller in Q4 2025 was Sit Investment Associates, an estimated $2.21M sold.
Based on aggregated 13F filings for Q4 2025.