MCR

MFS Charter Income Trust

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, 14 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
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
LMKC
26
L.M. Kohn & Company
Ohio
$221K
CIA
27
Concurrent Investment Advisors
Florida
$210K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$175K
EFG
29
Ethos Financial Group
Pennsylvania
$156K
VBCG
30
Valley Brook Capital Group
Pennsylvania
$152K
BFS
31
Bard Financial Services
Connecticut
$137K
RAM
32
Readystate Asset Management
Illinois
$125K
LCM
33
Landscape Capital Management
New Jersey
$94.8K
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$86K
PTC
35
Philadelphia Trust Company
Pennsylvania
$76K
Mariner
36
Mariner
Kansas
$75.4K
IAIM
37
International Assets Investment Management
Florida
$74.3K
FFA
38
Farther Finance Advisors
California
$71.6K
BRWA
39
B. Riley Wealth Advisors
Florida
$70K
WS
40
Wedbush Securities
California
$69K
MWM
41
Melfa Wealth Management
Massachusetts
$68.4K
Comerica Bank
42
Comerica Bank
Texas
$54.8K
GWM
43
Geneos Wealth Management
Colorado
$31.8K
LFG
44
Larson Financial Group
Missouri
$28.1K
MCM
45
MAI Capital Management
Ohio
$24.9K
AF
46
Allworth Financial
California
$22.2K
VWM
47
Vermillion Wealth Management
Minnesota
$18K
BCWM
48
Bartlett & Co Wealth Management
Ohio
$14.2K
WA
49
WPG Advisers
Maryland
$13.5K
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$9.22K