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MFS Intermediate Income Trust

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
$44K
RFA
53
Register Financial Advisors
Georgia
$41.6K
HF
54
HRT Financial
New York
$40K
FFA
55
Farther Finance Advisors
California
$39.7K
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
Truist Financial
60
Truist Financial
North Carolina
$31.8K
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$30.4K
WQ
62
Wealth Quarterback
New Jersey
$28K
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
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