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MSIF

MSC Income Fund Inc

32 hedge funds and large institutions have $40M invested in MSC Income Fund Inc in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

55% more capital invested

Capital invested by funds: $25.7M → $40M (+$14.3M)

39% more funds holding

Funds holding: 2332 (+9)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

1.83% more ownership

Funds ownership: 3.34%5.16% (+1.8%)

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
8
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMH
1
Sanders Morris Harris
Texas
$17.4M +$16.9M +1,060,407 New
AM
2
Ares Management
California
$6.71M -$1.78M -111,607 -21%
BlackRock
3
BlackRock
New York
$4.08M +$1M +62,893 +34%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.69M -$2.38M -149,700 -48%
Franklin Resources
5
Franklin Resources
California
$2.53M +$364K +22,902 +18%
USCWA
6
U.S. Capital Wealth Advisors
Texas
$1.76M +$288K +18,094 +20%
KAS
7
Kestra Advisory Services
Texas
$904K -$75.8K -4,767 -8%
Raymond James Financial
8
Raymond James Financial
Florida
$539K -$382K -24,000 -42%
JIC
9
Joel Isaacson & Co
New York
$534K +$517K +32,500 New
SAG
10
SageView Advisory Group
California
$441K
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$384K +$373K +23,454 New
Goldman Sachs
12
Goldman Sachs
New York
$296K +$33K +2,077 +13%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$280K +$26.9K +1,692 +11%
HighTower Advisors
14
HighTower Advisors
Illinois
$246K +$17.4K +1,092 +8%
LPL Financial
15
LPL Financial
California
$237K +$229K +14,409 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$212K +$25K +1,573 +14%
Jane Street
17
Jane Street
New York
$200K +$193K +12,153 New
CIM
18
Confluence Investment Management
Missouri
$174K +$169K +10,602 New
Morgan Stanley
19
Morgan Stanley
New York
$172K -$30.7K -1,932 -16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$58K +$5.34K +336 +11%
UBS Group
21
UBS Group
Switzerland
$27.7K +$26.8K +1,687 New
FGC
22
Financial Gravity Companies
Texas
$22.7K +$22.1K +1,391 New
MCM
23
MAI Capital Management
Ohio
$21.9K
Osaic Holdings
24
Osaic Holdings
Arizona
$20.5K
HI
25
Harbour Investments
Wisconsin
$16.4K +$15.9K +1,000 New

MSIF Hedge Fund Activity: Q2 2025 in Review

32 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in MSC Income Fund Inc (MSIF) for Q2 2025, worth a combined $40M — up 55% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MSIF positions and 6 closed out — a net gain of 9 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Sanders Morris Harris, opening a new position worth an estimated $16.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.38M.

  • 32 institutional investors held MSC Income Fund Inc (MSIF) as of Q2 2025, up from 23 in Q1 2025.
  • Funds reported $40M of MSC Income Fund Inc stock for Q2 2025, up 55% quarter-over-quarter.
  • 15 funds opened new MSC Income Fund Inc positions in Q2 2025 and 6 closed out, a net change of +9 holders.
  • The largest MSC Income Fund Inc buyer in Q2 2025 was Sanders Morris Harris, an estimated $16.9M added.
  • The largest MSC Income Fund Inc seller in Q2 2025 was T. Rowe Price Associates, an estimated $2.38M sold.

Based on aggregated 13F filings for Q2 2025.