MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

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
+1
Holders Change %
+1.75%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$17.9M
2
Morgan Stanley
Morgan Stanley
New York
$51.6M
3
GA
GraniteShares Advisors
New York
$2.79M
4
SFS
Shaker Financial Services
Virginia
$2.17M
5
IAIM
International Assets Investment Management
Florida
$74.3K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$2.44M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
AFS
Anderson Financial Strategies
Ohio
$0
4
LCM
Landscape Capital Management
New Jersey
$94.8K
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.6M +$1.06M +166,875 +2%
SIA
2
Sit Investment Associates
Minnesota
$17.9M +$2.32M +365,254 +15%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.2M – – –
Invesco
4
Invesco
Georgia
$3.29M +$25.7K +4,047 +0.8%
GA
5
GraniteShares Advisors
New York
$2.79M +$174K +27,412 +7%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$2.44M -$269K -42,346 -10%
SFS
7
Shaker Financial Services
Virginia
$2.17M +$173K +27,153 +9%
Bank of America
8
Bank of America
North Carolina
$2.13M +$12.9K +2,034 +0.6%
Wells Fargo
9
Wells Fargo
California
$1M -$24.3K -3,828 -2%
Stifel Financial
10
Stifel Financial
Missouri
$997K -$95.1K -14,953 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$887K +$3.79K +595 +0.4%
LPL Financial
12
LPL Financial
California
$877K -$67.3K -10,587 -7%
NA
13
NewEdge Advisors
Louisiana
$716K -$14.3K -2,245 -2%
KAS
14
Kestra Advisory Services
Texas
$704K -$248 -39 -0%
Raymond James Financial
15
Raymond James Financial
Florida
$702K -$24.7K -3,885 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$662K +$4.5K +708 +0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$636K -$55.3K -8,683 -8%
RP
18
Riverbridge Partners
Minnesota
$633K +$22.8K +3,586 +4%
UBS Group
19
UBS Group
Switzerland
$571K -$21.8K -3,434 -4%
FAG
20
Fortitude Advisory Group
Washington
$364K – – –
ATS
21
Ashton Thomas Securities
New York
$341K – – –
SFPG
22
Stonebridge Financial Planning Group
Florida
$338K +$909 +143 +0.3%
CA
23
CoreCap Advisors
Michigan
$268K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$238K -$91.4K -14,320 -28%
WA
25
Waverly Advisors
Alabama
$235K -$4.66K -733 -2%
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