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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 %
CA
76
Clearstead Advisors
Ohio
$2.42K – – –
WA
77
WPG Advisers
Maryland
$1.87K -$43 -16 -2%
AFG
78
Albion Financial Group
Utah
$1.7K – – –
T
79
Transce3nd
Texas
$1.6K +$1.6K +596 New
S
80
Sachetta
Massachusetts
$1.53K – – –
BlackRock
81
BlackRock
New York
$1.52K +$1.52K +566 New
PP
82
PFS Partners
New Jersey
$1.5K +$32 +12 +2%
SWA
83
SOA Wealth Advisors
New York
$1.35K – – –
BWL
84
Bogart Wealth LLC
Virginia
$896 – – –
SIS
85
Strategic Investment Solutions
Illinois
$438 – – –
CTB
86
Country Trust Bank
Illinois
$404 +$404 +150 New
Comerica Bank
87
Comerica Bank
Texas
$277 -$250 -93 -47%
KFI
88
Key Financial Inc
Pennsylvania
$202 – – –
PS
89
Principal Securities
Iowa
$35 – – –
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
– -$571K -214,737 Closed
LCM
91
Landscape Capital Management
New Jersey
– -$46.4K -17,455 Closed
Jane Street
92
Jane Street
New York
– -$32.1K -12,058 Closed
QPWM
93
Quadrant Private Wealth Management
Pennsylvania
– -$31.9K -12,000 Closed
SAM
94
Synergy Asset Management
Washington
– -$8.43K -3,100 Closed
IA
95
IFP Advisors
Florida
– -$2.68K -1,007 Closed
CAS
96
Coppell Advisory Solutions
Texas
– -$2.6K -991 Closed
SPIA
97
Steward Partners Investment Advisory
New York
– -$835 -314 Closed
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