MCR

MFS Charter Income Trust

59 hedge funds and large institutions have $110M invested in MFS Charter Income Trust in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$232K
BEI
27
Benjamin Edwards Inc
Missouri
$230K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$175K
VBCG
29
Valley Brook Capital Group
Pennsylvania
$153K
EFG
30
Ethos Financial Group
Pennsylvania
$141K
BFS
31
Bard Financial Services
Connecticut
$138K
RAM
32
Readystate Asset Management
Illinois
$134K
CIA
33
Concurrent Investment Advisors
Florida
$131K
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$119K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$117K
SPIA
36
Steward Partners Investment Advisory
New York
$89.5K
PTC
37
Philadelphia Trust Company
Pennsylvania
$77K
Mariner
38
Mariner
Kansas
$76.4K
IAIM
39
International Assets Investment Management
Florida
$74.3K
FFA
40
Farther Finance Advisors
California
$72.5K
BRWA
41
B. Riley Wealth Advisors
Florida
$70.7K
WS
42
Wedbush Securities
California
$69K
Comerica Bank
43
Comerica Bank
Texas
$58K
LFG
44
Larson Financial Group
Missouri
$28.3K
MCM
45
MAI Capital Management
Ohio
$25.1K
AF
46
Allworth Financial
California
$22.4K
VWM
47
Vermillion Wealth Management
Minnesota
$18.1K
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$18K
BCWM
49
Bartlett & Co Wealth Management
Ohio
$14.3K
WA
50
WPG Advisers
Maryland
$13.6K