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MSIF

MSC Income Fund Inc

159 hedge funds and large institutions have $158M invested in MSC Income Fund Inc in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 20 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 20

58% more capital invested

Capital invested by funds: $99.7M → $158M (+$57.9M)

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

11.92% more ownership

Funds ownership: 16.17%28.09% (+12%)

9% more funds holding

Funds holding: 146159 (+13)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
93
Reduced
20
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
PFG Investments
New York
$181K +$25.6K +1,983 +15%
PFA
102
Pure Financial Advisors
California
$173K +$184K +14,240 New
WIP
103
WealthCare Investment Partners
Rhode Island
$173K +$170K +13,172 New
FIA
104
Foundations Investment Advisors
Arizona
$172K +$52.5K +4,060 +40%
SP
105
Sherman Porfolios
Idaho
$171K +$182K +14,073 New
Lido Advisors
106
Lido Advisors
California
$163K +$168K +12,999 New
CIA
107
Concurrent Investment Advisors
Florida
$162K -$137K -10,602 -44%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$161K +$170K +13,165 New
PIA
109
Perennial Investment Advisors
California
$157K +$167K +12,928 New
ACA
110
Aptus Capital Advisors
Alabama
$157K +$166K +12,872 New
GWANC
111
Guardian Wealth Advisors (North Carolina)
North Carolina
$157K +$166K +12,872 New
DFG
112
Demars Financial Group
Washington
$153K +$163K +12,572 New
AA
113
Armis Advisers
Georgia
$151K +$815 +63 +0.5%
Ameriprise
114
Ameriprise
Minnesota
$151K -$15.5K -1,202 -9%
RIS
115
Richmond Investment Services
Wisconsin
$148K +$158K +12,192 New
SIA
116
Soltis Investment Advisors
Utah
$143K +$152K +11,729 New
WIM
117
WealthPlan Investment Management
Nebraska
$142K -$5.95K -460 -4%
FCH
118
Freestone Capital Holdings
Washington
$141K +$149K +11,547 New
IWN
119
Independent Wealth Network
Iowa
$140K +$148K +11,458 New
IA
120
IFP Advisors
Florida
$131K +$57.5K +4,449 +70%
EWA
121
EP Wealth Advisors
California
$129K +$137K +10,620 New
OWP
122
ORG Wealth Partners
Texas
$126K +$134K +10,321 New
WIM
123
Westside Investment Management
California
$116K +$123K +9,500 New
PTC
124
Private Trust Company
Ohio
$111K +$36.7K +2,839 +45%
UFPG
125
United Financial Planning Group
New York
$102K +$108K +8,363 New

MSIF Hedge Fund Activity: Q1 2026 in Review

159 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in MSC Income Fund Inc (MSIF) for Q1 2026, worth a combined $158M — up 58% from $99.7M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MSIF positions and 27 closed out — a net gain of 15 holders — while 93 added to existing stakes and 20 trimmed.

The largest buyer was Sanders Morris Harris, opening a new position worth an estimated $23.4M. The largest seller was Millennium Management, cutting an estimated $4.22M.

  • 159 institutional investors held MSC Income Fund Inc (MSIF) as of Q1 2026, up from 146 in Q4 2025.
  • Funds reported $158M of MSC Income Fund Inc stock for Q1 2026, up 58% quarter-over-quarter.
  • 42 funds opened new MSC Income Fund Inc positions in Q1 2026 and 27 closed out, a net change of +15 holders.
  • The largest MSC Income Fund Inc buyer in Q1 2026 was Sanders Morris Harris, an estimated $23.4M added.
  • The largest MSC Income Fund Inc seller in Q1 2026 was Millennium Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q1 2026.