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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
$71.3M
2
1CP
1607 Capital Partners
Virginia
$20.7M
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
$13.8M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$19.1M
3
Morgan Stanley
Morgan Stanley
New York
$3.05M
4
IA
Integrity Alliance
Iowa
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$71.3M +$5.12M +1,888,903 +8%
1CP
2
1607 Capital Partners
Virginia
$20.7M +$761K +280,629 +4%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$19.1M -$1.32M -486,395 -6%
KIM
4
Karpus Investment Management
New York
$13.8M -$5.26M -1,941,111 -28%
Ameriprise
5
Ameriprise
Minnesota
$8.19M +$215K +79,470 +3%
Morgan Stanley
6
Morgan Stanley
New York
$3.05M -$711K -262,221 -19%
Invesco
7
Invesco
Georgia
$3.04M +$60.3K +22,248 +2%
LPL Financial
8
LPL Financial
California
$2.22M -$56.2K -20,743 -2%
Bank of America
9
Bank of America
North Carolina
$1.93M +$118K +43,686 +7%
Wells Fargo
10
Wells Fargo
California
$1.47M +$9.35K +3,450 +0.6%
EH
11
Equitable Holdings
New York
$1.37M +$74.4K +27,453 +6%
EW
12
Evoke Wealth
California
$889K – – –
AAS
13
Ameritas Advisory Services
Nebraska
$886K +$210K +77,457 +31%
PAG
14
Private Advisor Group
New Jersey
$788K +$12.2K +4,500 +2%
MHS
15
M Holdings Securities
Oregon
$703K +$703K +260,817 New
KWM
16
Kingsview Wealth Management
Oregon
$669K +$3.2K +1,180 +0.5%
AAM
17
Advisors Asset Management
Colorado
$628K +$628K +231,571 New
FAG
18
Fortitude Advisory Group
Washington
$617K – – –
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$553K +$553K +204,095 New
Raymond James Financial
20
Raymond James Financial
Florida
$360K +$35.2K +12,998 +11%
TWM
21
Tolleson Wealth Management
Texas
$351K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$310K -$10.7K -3,962 -3%
SI
23
Stephens Inc
Arkansas
$281K -$32.5K -12,000 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
$243K -$88.9K -33,418 -27%
NA
25
NewEdge Advisors
Louisiana
$220K -$34.6K -12,750 -14%
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