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MSIF

MSC Income Fund Inc

96 hedge funds and large institutions have $65M invested in MSC Income Fund Inc in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,167% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 3

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

200% more funds holding

Funds holding: 3296 (+64)

63% more capital invested

Capital invested by funds: $40M → $65M (+$25M)

5.29% more ownership

Funds ownership: 5.16%10.45% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
96
Holders Change
+64
Holders Change %
+200%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
68
Increased
21
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
26
Joel Isaacson & Co
New York
$427K
FLPIM
27
F.L. Putnam Investment Management
Massachusetts
$421K +$477K +32,065 New
VIA
28
Virtus Investment Advisers
Connecticut
$396K +$449K +30,158 New
AC
29
Almitas Capital
California
$396K +$448K +30,146 New
PCIA
30
Prime Capital Investment Advisors
Kansas
$380K +$430K +28,942 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$368K +$364K +24,467 +693%
HAG
32
HighPoint Advisor Group
Illinois
$354K +$401K +26,990 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$334K +$379K +25,474 New
SFP
34
Strategic Financial Partners
Oregon
$330K +$374K +25,156 New
HI
35
Harbour Investments
Wisconsin
$329K +$358K +24,090 +2,409%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$308K +$349K +23,451 New
UBS Group
37
UBS Group
Switzerland
$300K +$315K +21,156 +1,254%
MG
38
Marex Group
$281K +$319K +21,423 New
ZIG
39
Zuckerman Investment Group
Illinois
$263K +$297K +20,000 New
BFA
40
Beacon Financial Advisory
Ohio
$261K +$295K +19,858 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$255K +$96.7K +6,503 +50%
CFG
42
Cooper Financial Group
California
$245K +$278K +18,692 New
BAM
43
BOS Asset Management
Illinois
$242K +$274K +18,411 New
Mariner
44
Mariner
Kansas
$226K +$256K +17,206 New
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$220K +$245K +16,494 New
TWM
46
TCFG Wealth Management
California
$217K +$250K +16,799 New
PWM
47
Perigon Wealth Management
California
$215K +$244K +16,376 New
Creative Planning
48
Creative Planning
Kansas
$200K +$227K +15,248 New
AF
49
Allworth Financial
California
$197K +$223K +14,992 New
Raymond James Financial
50
Raymond James Financial
Florida
$196K -$265K -17,836 -54%

MSIF Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in MSC Income Fund Inc (MSIF) for Q3 2025, worth a combined $65M — up 63% from $40M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MSIF positions and 3 closed out — a net gain of 65 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was CF Capital, opening a new position worth an estimated $4.76M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $2.69M sold.

  • 96 institutional investors held MSC Income Fund Inc (MSIF) as of Q3 2025, up from 32 in Q2 2025.
  • Funds reported $65M of MSC Income Fund Inc stock for Q3 2025, up 63% quarter-over-quarter.
  • 68 funds opened new MSC Income Fund Inc positions in Q3 2025 and 3 closed out, a net change of +65 holders.
  • The largest MSC Income Fund Inc buyer in Q3 2025 was CF Capital, an estimated $4.76M added.
  • The largest MSC Income Fund Inc seller in Q3 2025 was T. Rowe Price Associates, an estimated $2.69M sold.

Based on aggregated 13F filings for Q3 2025.