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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
SMH
1
Sanders Morris Harris
Texas
$14.9M +$1.16M +78,136 +7%
AM
2
Ares Management
California
$5.36M
BlackRock
3
BlackRock
New York
$4.28M +$1.15M +77,531 +31%
CC
4
CF Capital
Massachusetts
$4.2M +$4.76M +319,780 New
Franklin Resources
5
Franklin Resources
California
$4.06M +$2.32M +155,847 +101%
Marshall Wace
6
Marshall Wace
United Kingdom
$2.77M +$3.14M +211,103 New
LPL Financial
7
LPL Financial
California
$2.06M +$2.12M +142,232 +987%
LWMI
8
Legacy Wealth Management (Idaho)
Idaho
$1.85M +$2.09M +140,820 New
Millennium Management
9
Millennium Management
New York
$1.8M +$2.04M +137,414 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.67M +$1.89M +126,913 New
USCWA
11
U.S. Capital Wealth Advisors
Texas
$1.45M +$49.8K +3,345 +3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.38M +$1.56M +105,060 New
JWCA
13
J.W. Cole Advisors
Florida
$1.17M +$1.33M +89,387 New
DAS
14
Diversify Advisory Services
Utah
$1.11M +$1.3M +87,425 New
Osaic Holdings
15
Osaic Holdings
Arizona
$770K +$841K +56,565 +4,536%
SPC
16
Sigma Planning Corp
Michigan
$722K +$818K +54,971 New
RW
17
Rockport Wealth
Ohio
$693K +$785K +52,752 New
RP
18
Riverbridge Partners
Minnesota
$675K +$765K +51,397 New
CF
19
Centaurus Financial
California
$667K +$755K +50,776 New
KAS
20
Kestra Advisory Services
Texas
$563K -$179K -12,049 -22%
MFG
21
Merit Financial Group
Georgia
$526K +$596K +40,093 New
FPAS
22
Focus Partners Advisor Solutions
Missouri
$490K +$360K +24,225 +142%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$451K +$511K +34,363 New
SAG
24
SageView Advisory Group
California
$446K +$99.6K +6,693 +25%
PAG
25
Private Advisor Group
New Jersey
$443K +$502K +33,730 New

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.