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MFS Intermediate Income Trust
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Overview Fund Activity

89 hedge funds and large institutions have $156M invested in MFS Intermediate Income Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
17
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.19M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
LPL Financial
LPL Financial
California
+$1.17M
4
Bank of America
Bank of America
North Carolina
+$738K
5
SIA
Sit Investment Associates
Minnesota
+$502K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.15M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$995K
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$571K
4
1CP
1607 Capital Partners
Virginia
-$551K
5
NA
NewEdge Advisors
Louisiana
-$104K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
Integrity Alliance
Iowa
$197K +$197K +73,067 New
OC
27
Oppenheimer & Co
New York
$188K -$78K -28,979 -29%
DWM
28
Dakota Wealth Management
Florida
$176K -$16.5K -6,147 -9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$160K -$30.7K -11,402 -16%
SMC
30
Smith, Moore & Co
Missouri
$156K +$40.4K +15,000 +35%
UBS Group
31
UBS Group
Switzerland
$153K -$272 -101 -0.2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$147K -$12.2K -4,536 -8%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$147K – – –
EFG
34
Ethos Financial Group
Pennsylvania
$138K +$138K +51,171 New
CAM
35
Cresset Asset Management
Illinois
$124K – – –
AC
36
AlphaCore Capital
California
$114K +$114K +42,200 New
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$105K – – –
PM
38
Penbrook Management
New York
$96.6K -$4.3K -1,600 -4%
CSP
39
Cary Street Partners
Virginia
$96.3K – – –
MWM
40
Melfa Wealth Management
Massachusetts
$91.8K – – –
MWM
41
Mission Wealth Management
California
$80.2K +$1.28K +477 +2%
BPAMU
42
BTG Pactual Asset Management US
New York
$77K – – –
TC
43
TownSquare Capital
Utah
$75.7K -$928 -345 -1%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$74K -$48.2K -18,001 -39%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$74K +$12.3K +4,579 +20%
CL
46
Choreo LLC
Illinois
$73.7K – – –
LMKC
47
L.M. Kohn & Company
Ohio
$68.9K +$1.31K +488 +2%
ATC
48
Argent Trust Co
Tennessee
$67.3K – – –
SFS
49
Shaker Financial Services
Virginia
$54.8K -$55.4K -20,600 -50%
AWS
50
Atria Wealth Solutions
New York
$52.5K -$2.69K -1,000 -5%
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