MIN

MFS Intermediate Income Trust

86 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, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
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
OC
26
Oppenheimer & Co
New York
$190K
DWM
27
Dakota Wealth Management
Florida
$178K
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$175K
PM
29
Penbrook Management
New York
$170K
UBS Group
30
UBS Group
Switzerland
$166K
SMC
31
Smith, Moore & Co
Missouri
$158K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$156K
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$148K
EFG
34
Ethos Financial Group
Pennsylvania
$139K
MC
35
Moors & Cabot
Massachusetts
$137K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$130K
CAM
37
Cresset Asset Management
Illinois
$125K
WANY
38
Wealthspire Advisors (New York)
New York
$117K
AC
39
AlphaCore Capital
California
$112K
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$106K
CSP
41
Cary Street Partners
Virginia
$97K
MWM
42
Melfa Wealth Management
Massachusetts
$92.5K
MWM
43
Mission Wealth Management
California
$82.2K
BPAMU
44
BTG Pactual Asset Management US
New York
$77.5K
CL
45
Choreo LLC
Illinois
$73.2K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$73K
ATC
47
Argent Trust Co
Tennessee
$70.5K
LMKC
48
L.M. Kohn & Company
Ohio
$69.7K
SFS
49
Shaker Financial Services
Virginia
$67.9K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$65K