MIN

MFS Intermediate Income Trust

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
ASN
51
Advisory Services Network
Georgia
$45.7K
PTC
52
Philadelphia Trust Company
Pennsylvania
$43K
EWA
53
EP Wealth Advisors
California
$42.4K
RFA
54
Register Financial Advisors
Georgia
$40.4K
FFA
55
Farther Finance Advisors
California
$39.5K
HighTower Advisors
56
HighTower Advisors
Illinois
$35.8K
PI
57
PFG Investments
New York
$34.4K
Citadel Advisors
58
Citadel Advisors
Florida
$33.3K
CFS
59
Commonwealth Financial Services
West Virginia
$32.3K
Truist Financial
60
Truist Financial
North Carolina
$31.6K
XT
61
XTX Topco
Cayman Islands
$31.3K
TSS
62
Two Sigma Securities
New York
$30K
RPC
63
Rossmore Private Capital
Connecticut
$27.6K
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$27.5K
WIC
65
Woodmont Investment Counsel
Tennessee
$26.9K
BAM
66
Brave Asset Management
New Jersey
$26.9K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$21.5K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$13K
AIM
69
Anchor Investment Management
South Carolina
$10.8K
CWP
70
Concord Wealth Partners
Virginia
$10.4K
GWM
71
Geneos Wealth Management
Colorado
$7.82K
NS
72
NBC Securities
Alabama
$7K
MSWA
73
Marshall & Sterling Wealth Advisors
New York
$4.76K
EB
74
Eastern Bank
Massachusetts
$4.3K
SS
75
Sunbelt Securities
Texas
$2.69K