Who Owns MFSI?
MFS ACTIVE — Institutional Ownership & 13F Holdings
$31.36
+0.54 (+1.74%)
Market Cap
—
Shares Outstanding
28,800,000
Institutional Holders
19
Total Inst. Value
$143.7M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Annex Advisory Services, LLC | $56.0M | 2,176,084 |
| 2 | OLD SECOND NATIONAL BANK OF AURORA | $31.3M | 1,217,798 |
| 3 | River Street Advisors LLC | $12.7M | 494,064 |
| 4 | Baron Wealth Management LLC | $12.0M | 468,096 |
| 5 | JANE STREET GROUP, LLC | $8.6M | 332,750 |
| 6 | Integrated Wealth Concepts LLC | $8.4M | 326,112 |
| 7 | Soltis Investment Advisors LLC | $7.2M | 280,539 |
| 8 | STIFEL FINANCIAL CORP | $2.6M | 102,235 |
| 9 | DAVENPORT & Co LLC | $2.4M | 94,960 |
| 10 | BENJAMIN EDWARDS INC | $680K | 26,438 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SMITH, MOORE & CO. | +650 | $335K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold MFSI?
As of Q1 2025, 19 institutional investors report holding MFSI (MFS ACTIVE) in their 13F filings.
Which hedge fund owns the most MFSI?
The largest institutional holder of MFSI is Annex Advisory Services, LLC with $56.0M in shares.
Are institutions buying or selling MFSI?
This quarter, 18 institutions opened new positions in MFSI and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.