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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 %
ASN
51
Advisory Services Network
Georgia
$45.7K – – –
PTC
52
Philadelphia Trust Company
Pennsylvania
$44K – – –
RFA
53
Register Financial Advisors
Georgia
$41.6K +$897 +331 +2%
HF
54
HRT Financial
New York
$40K +$40K +14,965 New
FFA
55
Farther Finance Advisors
California
$39.7K +$260 +96 +0.7%
HighTower Advisors
56
HighTower Advisors
Illinois
$36K – – –
PI
57
PFG Investments
New York
$34.6K – – –
CFS
58
Commonwealth Financial Services
West Virginia
$32.5K – – –
EWA
59
EP Wealth Advisors
California
$31.8K -$10.8K -4,000 -25%
Truist Financial
60
Truist Financial
North Carolina
$31.8K – – –
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$30.4K +$2.82K +1,048 +10%
WQ
62
Wealth Quarterback
New Jersey
$28K +$28K +10,324 New
RPC
63
Rossmore Private Capital
Connecticut
$27.8K – – –
BAM
64
Brave Asset Management
New Jersey
$27.1K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$21.7K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
AIM
67
Anchor Investment Management
South Carolina
$10.8K – – –
CWP
68
Concord Wealth Partners
Virginia
$10.5K – – –
NS
69
NBC Securities
Alabama
$7K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$5.42K +$5.42K +2,000 New
MSWA
71
Marshall & Sterling Wealth Advisors
New York
$4.8K – – –
EB
72
Eastern Bank
Massachusetts
$4.34K – – –
SS
73
Sunbelt Securities
Texas
$2.66K – – –
CA
74
Clearstead Advisors
Ohio
$2.44K – – –
AFG
75
Albion Financial Group
Utah
$1.71K – – –
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3
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