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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 %
PTC
51
Philadelphia Trust Company
Pennsylvania
$44K 16,100 – –
RFA
52
Register Financial Advisors
Georgia
$41.6K 15,358 +331 +2%
HF
53
HRT Financial
New York
$40K 14,965 +14,965 New
FFA
54
Farther Finance Advisors
California
$39.7K 14,661 +96 +0.7%
HighTower Advisors
55
HighTower Advisors
Illinois
$36K 13,300 – –
PI
56
PFG Investments
New York
$34.6K 12,777 – –
CFS
57
Commonwealth Financial Services
West Virginia
$32.5K 12,000 – –
EWA
58
EP Wealth Advisors
California
$31.8K 11,750 -4,000 -25%
Truist Financial
59
Truist Financial
North Carolina
$31.8K 11,750 – –
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$30.4K 11,283 +1,048 +10%
WQ
61
Wealth Quarterback
New Jersey
$28K 10,324 +10,324 New
RPC
62
Rossmore Private Capital
Connecticut
$27.8K 10,275 – –
BAM
63
Brave Asset Management
New Jersey
$27.1K 10,000 – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$21.7K 8,000 – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$13K 4,829 – –
AIM
66
Anchor Investment Management
South Carolina
$10.8K 4,000 – –
CWP
67
Concord Wealth Partners
Virginia
$10.5K 3,857 – –
NS
68
NBC Securities
Alabama
$7K 2,682 – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$5.42K 2,000 +2,000 New
MSWA
70
Marshall & Sterling Wealth Advisors
New York
$4.8K 1,771 – –
EB
71
Eastern Bank
Massachusetts
$4.34K 1,600 – –
SS
72
Sunbelt Securities
Texas
$2.66K 1,000 – –
CA
73
Clearstead Advisors
Ohio
$2.44K 900 – –
AFG
74
Albion Financial Group
Utah
$1.71K 631 – –
T
75
Transce3nd
Texas
$1.62K 596 – –
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