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MMD

MainStay MacKay DefinedTerm Municipal Opportunities Fund

63 hedge funds and large institutions have $71.8M invested in MainStay MacKay DefinedTerm Municipal Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

8.9% more ownership

Funds ownership: 16.36%25.26% (+8.9%)

6% more capital invested

Capital invested by funds: $67.6M → $71.8M (+$4.19M)

5% more funds holding

Funds holding: 6063 (+3)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
AlphaCore Capital
California
$167K -$24K -1,617 -13%
OC
52
Oppenheimer & Co
New York
$166K
MSFS
53
Main Street Financial Solutions
Pennsylvania
$153K -$31.3K -2,111 -17%
Comerica Bank
54
Comerica Bank
Texas
$78.3K
CA
55
CoreCap Advisors
Michigan
$59.2K
CFFP
56
Center for Financial Planning
Michigan
$30.3K
KFA
57
Kelleher Financial Advisors
New York
$13.9K +$13.6K +920 New
KG
58
Kilter Group
New York
$12K +$11.8K +796 New
SWIM
59
Smallwood Wealth Investment Management
New Jersey
$11.3K
FIA
60
FNY Investment Advisers
New York
$9K
FFA
61
Farther Finance Advisors
California
$7.57K
HNB
62
Huntington National Bank
Ohio
$3.78K
MWPCG
63
Measured Wealth Private Client Group
New Hampshire
$212 +$207 +14 New
EB
64
Eastern Bank
Massachusetts
$15 +$15 +1 New
SP
65
Stonebrook Private
Michigan
-$895K -60,492 Closed
WAM
66
Wolverine Asset Management
Illinois
-$545K -36,880 Closed
SXL
67
Summit X LLC
Missouri
-$446K -30,161 Closed
Calamos Advisors
68
Calamos Advisors
Illinois
-$435K -29,436 Closed
SFWA
69
Summit Financial Wealth Advisors
Louisiana
-$200K -13,500 Closed
LSC
70
Logan Stone Capital
Illinois
-$189K -12,802 Closed

MMD Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) for Q3 2025, worth a combined $71.8M — up 6.2% from $67.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MMD positions and 6 closed out — a net gain of 3 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $3.24M. The largest seller was Stonebrook Private, exiting entirely with an estimated $895K sold.

  • 63 institutional investors held MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) as of Q3 2025, up from 60 in Q2 2025.
  • Funds reported $71.8M of MainStay MacKay DefinedTerm Municipal Opportunities Fund stock for Q3 2025, up 6.2% quarter-over-quarter.
  • 9 funds opened new MainStay MacKay DefinedTerm Municipal Opportunities Fund positions in Q3 2025 and 6 closed out, a net change of +3 holders.
  • The largest MainStay MacKay DefinedTerm Municipal Opportunities Fund buyer in Q3 2025 was Hennion & Walsh Asset Management, an estimated $3.24M added.
  • The largest MainStay MacKay DefinedTerm Municipal Opportunities Fund seller in Q3 2025 was Stonebrook Private, an estimated $895K sold.

Based on aggregated 13F filings for Q3 2025.