MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
64 hedge funds and large institutions have $108M invested in MFS Charter Income Trust in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
8% more funds holding
Funds holding: 59 → 64 (+5)
0.45% more ownership
Funds ownership: 41% → 41.45% (+0.45%)
1% less capital invested
Capital invested by funds: $110M → $108M (-$1.34M)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.53M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$579K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$441K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$341K |
| 5 |
Morgan Stanley
New York
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
GraniteShares Advisors
New York
|
-$3.09M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$554K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$328K |
| 4 |
LPL Financial
San Diego,
California
|
-$320K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$283K |
MCR Hedge Fund Activity: Q4 2025 in Review
64 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q4 2025, worth a combined $108M — down 1.2% from $110M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MCR positions and 3 closed out — a net gain of 6 holders — while 16 added to existing stakes and 22 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.53M. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $3.09M sold.
- 64 institutional investors held MFS Charter Income Trust (MCR) as of Q4 2025, up from 59 in Q3 2025.
- Funds reported $108M of MFS Charter Income Trust stock for Q4 2025, down 1.2% quarter-over-quarter.
- 9 funds opened new MFS Charter Income Trust positions in Q4 2025 and 3 closed out, a net change of +6 holders.
- The largest MFS Charter Income Trust buyer in Q4 2025 was Sit Investment Associates, an estimated $3.53M added.
- The largest MFS Charter Income Trust seller in Q4 2025 was GraniteShares Advisors, an estimated $3.09M sold.
Based on aggregated 13F filings for Q4 2025.