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MFS Intermediate Income Trust
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Overview Fund Activity

85 hedge funds and large institutions have $157M invested in MFS Intermediate Income Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
21
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$71.3M
2
1CP
2
1607 Capital Partners
Virginia
$20.7M
3
MHS
3
M Holdings Securities
Oregon
$703K
4
AAM
4
Advisors Asset Management
Colorado
$628K
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$553K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$13.8M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$19.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.05M
4
IA
4
Integrity Alliance
Iowa
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$243K
Name Market Value Shares Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$190K 70,000 – –
DWM
27
Dakota Wealth Management
Florida
$178K 65,553 – –
PM
28
Penbrook Management
New York
$170K 62,986 +27,093 +75%
UBS Group
29
UBS Group
Switzerland
$166K 61,401 +4,469 +8%
SMC
30
Smith, Moore & Co
Missouri
$158K 58,119 – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$156K 57,663 -1,914 -3%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$148K 54,647 – –
EFG
33
Ethos Financial Group
Pennsylvania
$139K 51,171 – –
MC
34
Moors & Cabot
Massachusetts
$137K 50,397 -23,232 -32%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$130K 48,016 -6,733 -12%
CAM
36
Cresset Asset Management
Illinois
$125K 46,200 – –
WANY
37
Wealthspire Advisors (New York)
New York
$117K 43,025 +43,025 New
AC
38
AlphaCore Capital
California
$112K 41,200 -1,000 -2%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$106K 39,100 – –
CSP
40
Cary Street Partners
Virginia
$97K 35,800 – –
MWM
41
Melfa Wealth Management
Massachusetts
$92.5K 34,133 – –
MWM
42
Mission Wealth Management
California
$82.2K 30,318 +488 +2%
BPAMU
43
BTG Pactual Asset Management US
New York
$77.5K 28,615 – –
CL
44
Choreo LLC
Illinois
$73.2K 27,015 -375 -1%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$73K 26,827 -804 -3%
ATC
46
Argent Trust Co
Tennessee
$70.5K 26,000 +1,000 +4%
LMKC
47
L.M. Kohn & Company
Ohio
$69.7K 25,710 +113 +0.4%
SFS
48
Shaker Financial Services
Virginia
$67.9K 25,050 +4,680 +23%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$65K 24,112 -3,344 -12%
ASN
50
Advisory Services Network
Georgia
$45.7K 17,000 – –
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