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MFS Intermediate Income Trust
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Overview Fund Activity

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
Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
21
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$5.12M
2
1CP
1607 Capital Partners
Virginia
+$761K
3
MHS
M Holdings Securities
Oregon
+$703K
4
AAM
Advisors Asset Management
Colorado
+$628K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$553K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$5.26M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.32M
3
Morgan Stanley
Morgan Stanley
New York
-$711K
4
IA
Integrity Alliance
Iowa
-$197K
5
Osaic Holdings
Osaic Holdings
Arizona
-$88.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$190K – – –
DWM
27
Dakota Wealth Management
Florida
$178K – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$175K -$26.7K -9,847 -13%
PM
29
Penbrook Management
New York
$170K +$73.1K +27,093 +75%
UBS Group
30
UBS Group
Switzerland
$166K +$12.1K +4,469 +8%
SMC
31
Smith, Moore & Co
Missouri
$158K – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$156K -$5.19K -1,914 -3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$148K – – –
EFG
34
Ethos Financial Group
Pennsylvania
$139K – – –
MC
35
Moors & Cabot
Massachusetts
$137K -$63K -23,232 -32%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$130K -$18.2K -6,733 -12%
CAM
37
Cresset Asset Management
Illinois
$125K – – –
WANY
38
Wealthspire Advisors (New York)
New York
$117K +$117K +43,025 New
AC
39
AlphaCore Capital
California
$112K -$2.71K -1,000 -2%
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 +$1.32K +488 +2%
BPAMU
44
BTG Pactual Asset Management US
New York
$77.5K – – –
CL
45
Choreo LLC
Illinois
$73.2K -$1.02K -375 -1%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$73K -$2.19K -804 -3%
ATC
47
Argent Trust Co
Tennessee
$70.5K +$2.71K +1,000 +4%
LMKC
48
L.M. Kohn & Company
Ohio
$69.7K +$306 +113 +0.4%
SFS
49
Shaker Financial Services
Virginia
$67.9K +$12.7K +4,680 +23%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$65K -$9.02K -3,344 -12%
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