M
MFS Charter Income Trust
MCR • NYSE
MFS Charter Income Trust is a publicly traded company on NYSE. As of Q3 2025, 52 institutional investors hold shares in this company, with total holdings valued at $84.9M. MORGAN STANLEY is the largest holder with a position valued at $51.8M.
Websitemfs.com
Overview
Overview of institutional ownership in MCR as of Q3 2025
All Institutions
- Institutions
- 52
- Value Held
- $84.9M
- Shares Held
- 13.2M
- Avg Position
- $1.6M
- Median Position
- $135.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $133.7K
- Shares Held
- 20.8K
- Avg Position
- $133.7K
- Median Position
- $133.7K
Biggest Investors
Institutions with the largest positions in MCR as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $51.8M 0.00% of portfolio |
 Allspring Global Investments Holdings, LLC Long Only Manager | $8.2M 0.01% of portfolio |
 Invesco Ltd. ETF Provider | $3.4M 0.00% of portfolio |
G GraniteShares Advisors LLC Institution | $3.1M 1.79% of portfolio |
 Pathstone Holdings, LLC Family Office | $2.8M 0.01% of portfolio |
 Shaker Financial Services, LLC RIA/Wealth | $2.4M 0.83% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $2.3M 0.00% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $1.1M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $905.7K 0.00% of portfolio |
L LPL Financial LLC Institution | $862.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MCR in Q3 2025
- Traded
- −$1.0M
- Buyers
- 22
- Sellers
- 16
- Total Bought
- +$2.1M
- Total Sold
- −$3.1M
- Avg Position
- $1.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Pathstone Holdings, LLC Family Office | +$370.2K +57.7K shares |
G GraniteShares Advisors LLC Institution | +$272.0K +42.4K shares |
B BENJAMIN EDWARDS INC Institution | +$229.5K +35.7K shares |
Shaker Financial Services, LLC RIA/Wealth | +$224.4K +35.0K shares |
 UBS Group AG Institution | +$208.0K +32.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$165.6K +25.8K shares |
 Cetera Investment Advisers RIA/Wealth | +$118.7K +18.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$117.2K +18.2K shares |
 ASHTON THOMAS SECURITIES, LLC RIA/Wealth | +$89.3K +15.0K shares |
+$82.9K +12.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Allspring Global Investments Holdings, LLC Long Only Manager | −$2.1M −323.1K shares |
MORGAN STANLEY RIA/Wealth | −$280.6K −43.7K shares |
 L.M. KOHN & COMPANY RIA/Wealth | −$221.2K −34.8K shares |
WELLS FARGO & COMPANY/MN Institution | −$107.0K −16.7K shares |
 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | −$94.8K −14.9K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | −$81.3K −12.7K shares |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | −$68.4K −10.8K shares |
 HighTower Advisors, LLC RIA/Wealth | −$34.9K −5.4K shares |
 Geneos Wealth Management Inc. RIA/Wealth | −$31.8K −5.0K shares |
L LPL Financial LLC Institution | −$22.7K −3.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MCR in Q3 2025
- New Positions
- 4
- New Value
- $235.2K
- Exited Positions
- 6
- Exited Value
- $416.2K
New Positions
| Institution | Position Value |
|---|---|
B BENJAMIN EDWARDS INC Institution | $229.5K 35.7K shares |
 FIRST HORIZON NATIONAL CORP RIA/Wealth | $5.7K 882.0 shares |
 CWM, LLC RIA/Wealth | - - shares |
 PEAPACK GLADSTONE FINANCIAL CORP Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
L.M. KOHN & COMPANY RIA/Wealth | $221.2K 34.8K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | $94.8K 14.9K shares |
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | $68.4K 10.8K shares |
Geneos Wealth Management Inc. RIA/Wealth | $31.8K 5.0K shares |
CWM, LLC RIA/Wealth | - 974.0 shares |
PEAPACK GLADSTONE FINANCIAL CORP Institution | - 13.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in MCR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MCR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
G GraniteShares Advisors LLC Institution | 1.79% $3.1M |
Shaker Financial Services, LLC RIA/Wealth | 0.83% $2.4M |
 Fortitude Advisory Group L.L.C. RIA/Wealth | 0.20% $367.3K |
0.12% $326.1K | |
 Valley Brook Capital Group, Inc. RIA/Wealth | 0.10% $153.1K |
ASHTON THOMAS SECURITIES, LLC RIA/Wealth | 0.06% $408.6K |
B Bard Financial Services, Inc. RIA/Wealth | 0.02% $138.0K |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | 0.01% $133.7K |
Allspring Global Investments Holdings, LLC Long Only Manager | 0.01% $8.2M |
 Ethos Financial Group, LLC RIA/Wealth | 0.01% $140.9K |
Hedge Fund Spotlight
Discover hedge funds investing in MCR
R
READYSTATE ASSET MANAGEMENT LP
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Barnett Grossman
- Portfolio Value
- $1.0B
- Positions
- 259
- Last Reported
- Q3 2025
Sector Allocation
M
Position in MFS Charter Income Trust
- Market Value
- $133.7K
- Shares Held
- 20.8K
- Portfolio Weight
- 0.01%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $61.1M | 6.10% | |
Software - Infrastructure Technology | $54.5M | 5.44% | |
Medical - Diagnostics & Research Healthcare | $47.6M | 4.75% |
