MCR

MFS Charter Income Trust

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.

New
Increased
Maintained
Reduced
Closed
Holders
64
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

Top Buyers

1 +$3.53M
2 +$579K
3 +$441K
4
LSC
Logan Stone Capital
Illinois
+$341K
5
Morgan Stanley
Morgan Stanley
New York
+$230K

Top Sellers

1 -$3.09M
2 -$554K
3 -$328K
4
LPL Financial
LPL Financial
California
-$320K
5
Stifel Financial
Stifel Financial
Missouri
-$283K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$284K
DI
27
Decision Investments
California
$229K
WA
28
Waverly Advisors
Alabama
$228K
BEI
29
Benjamin Edwards Inc
Missouri
$221K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$215K
CEFA
31
Closed-End Fund Advisors
Virginia
$193K
EFG
32
Ethos Financial Group
Pennsylvania
$136K
CIA
33
Concurrent Investment Advisors
Florida
$134K
VBCG
34
Valley Brook Capital Group
Pennsylvania
$131K
GRP
35
Global Retirement Partners
California
$130K
RAM
36
Readystate Asset Management
Illinois
$116K
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$109K
WAM
38
Wolverine Asset Management
Illinois
$100K
BRWA
39
B. Riley Wealth Advisors
Florida
$79.1K
Millennium Management
40
Millennium Management
New York
$76K
PTC
41
Philadelphia Trust Company
Pennsylvania
$75K
Mariner
42
Mariner
Kansas
$74.5K
LCM
43
Landscape Capital Management
New Jersey
$72.7K
FFA
44
Farther Finance Advisors
California
$71K
WS
45
Wedbush Securities
California
$68K
Comerica Bank
46
Comerica Bank
Texas
$55K
PWPS
47
Pinnacle Wealth Planning Services
Ohio
$29.5K
LFG
48
Larson Financial Group
Missouri
$27.7K
AF
49
Allworth Financial
California
$21.9K
VWM
50
Vermillion Wealth Management
Minnesota
$17.7K