Who Owns MFS High Income Municipal Trust (CXE)?Hedge Fund & Institutional Holders

$3.82+0.02 (+0.53%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.45400034950003e+201T

% of Float Held

—

QoQ Change in Holders

+12 / -4

Price History

$3.41$3.56$3.71$3.86$4.00Aug 24Jun 25Mar 26

CXE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ROBINSON CAPITAL MANAGEMENT, LLCNew Position+580K+$2.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+665K+$2.0B
UBS Group AGIncreased+535K+$2.0B
MELFA WEALTH MANAGEMENT, INC.New Position+165K+$611.0M
Catalina Capital Group, LLCNew Position+82K+$302.0M
Matisse CapitalNew Position+73K+$270.0M
Capital Investment Advisors, LLCNew Position+65K+$238.0M
WOLVERINE ASSET MANAGEMENT LLCNew Position+52K+$192.0M
Thomas J. Herzfeld Advisors, Inc.Increased+45K+$162.4M
Novak & Powell Financial Services, Inc.New Position+38K+$139.0M
PFG Investments, LLCNew Position+35K+$128.0M
WHITEBOX ADVISORS LLCIncreased+29K+$99.1M
BOKF, NANew Position+20K+$74.0M
Collar Capital Management, LLCNew Position+14K+$51.0M
Park Place Capital CorpNew Position+10K+$37.0M

CXE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Saba Capital Management, L.P.Decreased-1.0M-$3.8B
CITADEL ADVISORS LLCClosed Position-26K-$96.0M
WELLS FARGO & COMPANY/MNDecreased-2K-$86.6M
LPL Financial LLCDecreased-4K-$75.5M
NOMURA HOLDINGS INCClosed Position-15K-$55.8M
Logan Stone Capital, LLCDecreased-9K-$36.8M
Newbridge Financial Services Group, Inc.Closed Position-978-$3.6M
RIVERBRIDGE PARTNERS LLCDecreased-359-$3.3M
SIT INVESTMENT ASSOCIATES INCDecreased-109K-$1.2M
Independence Bank of KentuckyClosed Position-3K-$12K
BANK OF AMERICA CORP /DE/Decreased-25K-$-3.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Saba Capital Management, L.P.1,203,922$4.5B0.13%Share
2RIVERNORTH CAPITAL MANAGEMENT, LLC944,613$3.5B0.17%Share
3BANK OF AMERICA CORP /DE/1,024,795$3.0B0.22%Share
4UBS Group AG722,339$2.7B0.43%Share
5ROBINSON CAPITAL MANAGEMENT, LLC580,075$2.1B0.88%Share
6COMMONWEALTH EQUITY SERVICES, LLC665,235$2.0B2.67%Share
7WHITEBOX ADVISORS LLC512,763$1.9B26.92%Share
8UBS Group AG511,400$1.9B0.31%Share
9CITY OF LONDON INVESTMENT MANAGEMENT CO LTD195,885$724.0M0.05%Share
10Thomas J. Herzfeld Advisors, Inc.166,696$616.0M0.21%Share
11MELFA WEALTH MANAGEMENT, INC.165,291$611.0M0.35%Share
12Logan Stone Capital, LLC154,058$570.0M0.14%Share
13RIVERBRIDGE PARTNERS LLC86,286$319.0M5.98%Share
14Catalina Capital Group, LLC81,793$302.0M0.18%Share
15Matisse Capital73,090$270.0M0.12%Share
16Capital Investment Advisors, LLC64,517$238.0M3.63%Share
17WOLVERINE ASSET MANAGEMENT LLC52,053$192.0M1.51%Share
18Novak & Powell Financial Services, Inc.37,638$139.0M0.07%Share
19PFG Investments, LLC34,700$128.0M0.01%Share
20DAVIS R M INC31,104$115.0M1.98%Share
21HORIZON KINETICS ASSET MANAGEMENT LLC26,714$98.0M1.33%Share
22BOKF, NA20,143$74.0M1.13%Share
23ACT Advisors, LLC.17,689$65.0M0.03%Share
24Collar Capital Management, LLC14,000$51.0M0.03%Share
25Park Place Capital Corp10,262$37.0M0.01%Share
26UBS Group AG1,371$5.0M0.00%Share
27Almitas Capital LLC1,193,886$4.4M0.97%Share
28Pathstone Holdings, LLC873,018$3.0M0.01%Share
29HIGHLINE WEALTH PARTNERS LLC1,000$3.0M0.00%Share
30Summit Financial, LLC608,800$2.0M0.03%Share
31Bulldog Investors, LLP449,633$1.7M0.37%Share
32SIT INVESTMENT ASSOCIATES INC493,464$1.0M0.02%Share
33Closed-End Fund Advisors, Inc.269,342$996K0.59%Share
34Noble Wealth Management PBC115,675$430K0.23%Share
35BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100,752$372K0.05%Share
36TRUIST FINANCIAL CORP63,341$234K0.00%Share
37Allworth Financial LP13,000$48K0.00%Share
38THOMPSON SIEGEL & WALMSLEY LLC12,623$47K0.00%Share
39Indivisible Partners10,500$38K0.00%Share
40NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO8,207$35K0.00%Share
41Mascoma Wealth Management LLC2,517$9K0.00%Share
42ROYAL BANK OF CANADA180$00.00%Share
43MORGAN STANLEY270,203$00.00%Share
44Cambridge Investment Research Advisors, Inc.107,250$00.00%Share
45ENVESTNET ASSET MANAGEMENT INC55,367$00.00%Share
46LPL Financial LLC16,620$00.00%Share
47Pathstone Holdings, LLC2,828$00.00%Share
48Arax Advisory Partners50$00.00%Share
49EVOLVE PRIVATE WEALTH, LLC24,900$00.00%Share
50Steward Partners Investment Advisory, LLC87,857$00.00%Share

CXE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202561$26.1B+21
Q3 202540$20.8B-4
Q2 202544$29.1B-8
Q1 202552$33.7B+3
Q4 202449$44.7B+15
Q3 202434$374.7B-7
Q2 202441$216.5B+6
Q1 202435$52.6T—

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As of Q4 2025, 50 institutional investors hold CXE (MFS High Income Municipal Trust). The largest holder is Saba Capital Management, L.P. with $4.5B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own CXE?

As of Q4 2025, 50 institutional investors report holding CXE (MFS High Income Municipal Trust) in their 13F filings.

Who is the largest institutional holder of CXE?

The largest institutional holder of CXE is Saba Capital Management, L.P. with $4.5B in shares.

Is institutional ownership of CXE increasing or decreasing?

This quarter, 12 institutions opened new positions in CXE and 4 closed their positions.