MFS Charter Income Trust
MCR
MCR was delisted on the 18th of June, 2026.
58 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 4 closing their positions.
4% more capital invested
Capital invested by funds: $101M → $105M (+$4.06M)
0.97% more ownership
Funds ownership: 38.37% → 39.34% (+0.97%)
0% more funds holding
Funds holding: 58 → 58 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
25% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.27M |
| 2 |
Morgan Stanley
New York
|
+$1.04M |
| 3 |
GA
GraniteShares Advisors
New York
|
+$170K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$169K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$263K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$226K |
| 3 |
AFS
Anderson Financial Strategies
Dayton,
Ohio
|
-$212K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$133K |
| 5 |
HF
HRT Financial
New York
|
-$100K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $6.65K | – | – | – |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $6.49K | +$6.34K | +1,020 | New |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | – | – | – |
|
|
PSB
54
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $3.58K | – | – | – |
|
|
AAG
55
Armstrong Advisory Group
Needham,
Massachusetts
| $3.18K | – | – | – |
|
56
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3.02K | – | – | – |
|
57
CIBC Private Wealth Group
Atlanta,
Georgia
| $1.91K | – | – | – |
|
|
KFI
58
Key Financial Inc
West Chester,
Pennsylvania
| $1.45K | – | – | – |
|
|
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$226K | -35,968 | Closed |
|
|
AFS
60
Anderson Financial Strategies
Dayton,
Ohio
| – | -$212K | -33,775 | Closed |
|
|
HF
61
HRT Financial
New York
| – | -$100K | -16,001 | Closed |
|
|
SWP
62
SIMA Wealth Partners
North Chesterfield,
Virginia
| – | -$11.4K | -1,813 | Closed |
|
MCR Hedge Fund Activity: Q2 2025 in Review
58 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in MFS Charter Income Trust (MCR) for Q2 2025, worth a combined $105M — up 4% from $101M a quarter earlier.
Fund positioning in MCR was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 20 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.27M. The largest seller was Pathstone Holdings, cutting an estimated $263K.
- 58 institutional investors held MFS Charter Income Trust (MCR) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $105M of MFS Charter Income Trust stock for Q2 2025, up 4% quarter-over-quarter.
- 4 funds opened new MFS Charter Income Trust positions in Q2 2025 and 4 closed out, a net change of 0 holders.
- The largest MFS Charter Income Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $2.27M added.
- The largest MFS Charter Income Trust seller in Q2 2025 was Pathstone Holdings, an estimated $263K sold.
Based on aggregated 13F filings for Q2 2025.