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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 %
ASN
51
Advisory Services Network
Georgia
$45.7K – – –
PTC
52
Philadelphia Trust Company
Pennsylvania
$43K – – –
EWA
53
EP Wealth Advisors
California
$42.4K +$42.4K +15,750 New
RFA
54
Register Financial Advisors
Georgia
$40.4K +$872 +324 +2%
FFA
55
Farther Finance Advisors
California
$39.5K +$39.5K +14,565 New
HighTower Advisors
56
HighTower Advisors
Illinois
$35.8K – – –
PI
57
PFG Investments
New York
$34.4K – – –
Citadel Advisors
58
Citadel Advisors
Florida
$33.3K -$46.5K -17,290 -58%
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 -$36.4K -13,527 -54%
TSS
62
Two Sigma Securities
New York
$30K +$30K +11,167 New
RPC
63
Rossmore Private Capital
Connecticut
$27.6K – – –
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$27.5K -$18.9K -7,040 -41%
BAM
65
Brave Asset Management
New Jersey
$26.9K – – –
WIC
66
Woodmont Investment Counsel
Tennessee
$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 +$7.82K +2,908 New
NS
72
NBC Securities
Alabama
$7K +$7K +2,680 +134,000%
MSWA
73
Marshall & Sterling Wealth Advisors
New York
$4.76K – – –
EB
74
Eastern Bank
Massachusetts
$4.3K +$4.3K +1,600 New
SS
75
Sunbelt Securities
Texas
$2.69K – – –
1 2
3
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