MFS MUNICIPAL INCOME TRUST (MFM) Institutional Ownership Changes & 13F Activity

MFS MUNICIPAL INCOME TRUST (MFM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Almitas Capital Llc, Saba Capital Management, L.P., Rivernorth Capital Management, Llc, Whitebox Advisors Llc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+1,300+7.9%17,689$99.41KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+41,34541,345$232.36KQ2 2026Sep 02, 2026
1607 Capital Partners, LlcBuy+13,62713,627$76.58KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+14,44714,447$81.19KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+26,30526,305$147.84KQ2 2026Aug 18, 2026
Almitas Capital LlcBuy+878,531878,531$4.94MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+21,916+53.7%62,728$352.53KQ2 2026Aug 17, 2026
Saba Capital Management, L.P.Buy+758,143+285.2%1,023,943$5.75MQ2 2026Aug 14, 2026
Rivernorth Capital Management, LlcBuy+601,827+66.3%1,509,877$8.49MQ2 2026Aug 14, 2026
Whitebox Advisors LlcBuy+575,062575,062$3.23MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+567,834+35.4%2,173,502$12.22MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+455,662455,662$2.56MQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+337,358+86.1%728,998$4.10MQ2 2026Aug 14, 2026
Bulldog Investors, LlpBuy+230,382230,382$1.29MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+226,142+131.1%398,602$2.24MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+141,399+67.6%350,691$1.97MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+135,376+134.9%235,722$1.32MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+99,72699,726$560.46KQ2 2026Aug 14, 2026
Logan Stone Capital, LlcSell-73,895-22.3%256,998$1.44MQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-60,105-4.7%1,212,792$6.82MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+42,46742,467$238.66KQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+31,67631,676$178.02KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+21,244+16.6%149,453$840.00KQ2 2026Aug 14, 2026
Nomura Holdings IncBuy+20,00020,000$112.40KQ2 2026Aug 14, 2026
Davis R M IncBuy+15,77315,773$88.64KQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Sell-12,000-7.1%158,000$888.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+11,55411,554$64.93KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+9,560+2148.3%10,005$56.23KQ2 2026Aug 14, 2026
Park Place Capital CorpBuy+7,0057,005$39.37KQ2 2026Aug 14, 2026
&PartnersBuy+6,777+20.0%40,583$228.08KQ2 2026Aug 14, 2026
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Frequently asked questions about MFM activity

  • Which institutional owners are buying MFM?

    Institutional owners buying MFM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MFM activity?

    "Buy" means an investor increased their reported position in MFM compared to the prior reporting period. This reflects growing exposure to MFS MUNICIPAL INCOME TRUST (MFM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MFM increasing?

    Institutional interest in MFM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.