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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 %
SIA
1
Sit Investment Associates
Minnesota
$65.7M +$502K +186,567 +0.8%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$20.2M -$995K -369,807 -5%
1CP
3
1607 Capital Partners
Virginia
$19.8M -$551K -205,000 -3%
KIM
4
Karpus Investment Management
New York
$19M -$3.15M -1,171,084 -14%
Ameriprise
5
Ameriprise
Minnesota
$7.93M +$3.19M +1,187,688 +68%
Morgan Stanley
6
Morgan Stanley
New York
$3.73M -$102K -37,838 -3%
Invesco
7
Invesco
Georgia
$2.96M -$37.2K -13,815 -1%
LPL Financial
8
LPL Financial
California
$2.26M +$1.17M +433,432 +106%
Bank of America
9
Bank of America
North Carolina
$1.8M +$738K +274,283 +70%
Wells Fargo
10
Wells Fargo
California
$1.45M +$1.19M +440,606 +441%
EH
11
Equitable Holdings
New York
$1.29M +$54.3K +20,192 +4%
EW
12
Evoke Wealth
California
$882K – – –
PAG
13
Private Advisor Group
New Jersey
$770K +$32.3K +12,000 +4%
AAS
14
Ameritas Advisory Services
Nebraska
$664K – – –
KWM
15
Kingsview Wealth Management
Oregon
$661K -$55.7K -20,718 -8%
FAG
16
Fortitude Advisory Group
Washington
$604K +$1.98K +746 +0.3%
TW
17
Transform Wealth
Colorado
$541K – – –
TWM
18
Tolleson Wealth Management
Texas
$349K – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$336K +$71.9K +26,725 +27%
Raymond James Financial
20
Raymond James Financial
Florida
$322K +$22.1K +8,212 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$318K -$34.2K -12,716 -10%
SI
22
Stephens Inc
Arkansas
$311K -$10.2K -3,800 -3%
NA
23
NewEdge Advisors
Louisiana
$253K -$104K -38,700 -29%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$200K -$87.2K -32,418 -30%
MC
25
Moors & Cabot
Massachusetts
$198K +$198K +73,629 New
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