Who Owns MFS ACTIVE (MFSI)?Hedge Fund & Institutional Holders

$29.68-0.33 (-1.08%)NYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.5000000429999995e+274T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$22.98$25.34$27.69$30.04$32.40Dec 24Jul 25Mar 26

MFSI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OLD SECOND NATIONAL BANK OF AURORANew Position+1.4M+$41.8B
RAYMOND JAMES FINANCIAL INCIncreased+1.2M+$36.4B
JONES FINANCIAL COMPANIES LLLPNew Position+1.0M+$31.0B
Baron Wealth Management LLCNew Position+978K+$29.8B
River Street Advisors LLCNew Position+643K+$19.6B
BANK OF AMERICA CORP /DE/New Position+515K+$14.0B
Spectrum Wealth Advisory Group, LLCNew Position+320K+$9.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+262K+$7.0B
Integrity Financial Corp /WANew Position+156K+$4.7B
CMH Wealth Management LLCNew Position+143K+$4.4B
VICTORY FINANCIAL GROUP, LLCNew Position+85K+$2.6B
Greykasell Wealth Strategies, Inc.New Position+76K+$2.3B
STIFEL FINANCIAL CORPIncreased+82K+$2.2B
ROYAL BANK OF CANADAIncreased+47K+$1.7B
Soltis Investment Advisors LLCIncreased+22K+$1.0B

MFSI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCDecreased-324K-$10.3B
JANE STREET GROUP, LLCDecreased-245K-$9.5B
MML INVESTORS SERVICES, LLCClosed Position-196K-$5.8B
CITADEL ADVISORS LLCClosed Position-92K-$2.7B
Steward Partners Investment Advisory, LLCDecreased-795-$941.6M
SMITH, MOORE & CO.Decreased-5K-$123.3M
OLD MISSION CAPITAL LLCDecreased-1K-$20.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC1,498,901$45.0B0.01%Share
2RAYMOND JAMES FINANCIAL INC1,437,348$43.0B0.01%Share
3OLD SECOND NATIONAL BANK OF AURORA1,332,133$40.6B8.11%Share
4JONES FINANCIAL COMPANIES LLLP1,039,411$31.0B0.02%Share
5Baron Wealth Management LLC978,004$29.8B9.18%Share
6River Street Advisors LLC637,443$19.4B7.27%Share
7Soltis Investment Advisors LLC427,146$13.0B0.84%Share
8ROYAL BANK OF CANADA396,444$12.0B0.00%Share
9BANK OF AMERICA CORP /DE/390,079$11.0B0.00%Share
10Spectrum Wealth Advisory Group, LLC319,738$9.7B3.58%Share
11STIFEL FINANCIAL CORP277,840$8.0B0.01%Share
12COMMONWEALTH EQUITY SERVICES, LLC262,482$7.0B0.01%Share
13Integrity Financial Corp /WA155,935$4.7B2.40%Share
14CMH Wealth Management LLC143,374$4.4B0.93%Share
15BANK OF AMERICA CORP /DE/125,143$3.0B0.00%Share
16VICTORY FINANCIAL GROUP, LLC85,286$2.6B0.33%Share
17Greykasell Wealth Strategies, Inc.75,908$2.3B0.91%Share
18OLD SECOND NATIONAL BANK OF AURORA40,404$1.2B0.25%Share
19Private Advisor Group, LLC53,850$1.0B0.00%Share
20Gladstone Institutional Advisory LLC61,517$1.0B0.04%Share
21BOYUM WEALTH ARCHITECTS LLC30,481$949.0M0.44%Share
22D.A. DAVIDSON & CO.22,811$694.0M0.00%Share
23SMITH, MOORE & CO.20,906$636.0M0.05%Share
24OLD MISSION CAPITAL LLC18,534$564.0M0.01%Share
25MONECO ADVISORS, LLC15,003$456.0M0.04%Share
26Lynx Investment Advisory7,000$213.0M0.12%Share
27River Street Advisors LLC5,116$155.0M0.06%Share
28Annex Advisory Services, LLC3,001,089$91.4M1.75%Share
29MORGAN DEMPSEY CAPITAL MANAGEMENT LLC2,954$89.0M0.04%Share
30Northwest Capital Management Inc2,427$73.0M0.32%Share
31LPL Financial LLC1,386,772$42.0M0.01%Share
32KESTRA PRIVATE WEALTH SERVICES, LLC1,005,457$30.6M0.38%Share
33River Street Advisors LLC799$24.0M0.01%Share
34Cetera Investment Advisers614,485$18.0M0.02%Share
35Capital Analysts, LLC539,233$16.4M0.50%Share
36NewEdge Advisors, LLC313,086$9.0M0.03%Share
37Flaharty Asset Management, LLC205,262$6.3M0.78%Share
38DAVENPORT & Co LLC193,369$5.9M0.03%Share
39Mariner, LLC171,499$5.0M0.01%Share
40Capital Analysts, LLC136,324$4.2M0.13%Share
41MARS JEWETT FINANCIAL GROUP, INC.79,234$2.5M0.75%Share
42NATIXIS ADVISORS, LLC76,297$2.0M0.00%Share
43JANE STREET GROUP, LLC75,593$2.0M0.00%Share
44ENVESTNET ASSET MANAGEMENT INC39,537$1.0M0.00%Share
45TRUIST FINANCIAL CORP31,375$955K0.00%Share
46BENJAMIN EDWARDS INC28,981$882K0.01%Share
47Sanctuary Advisors, LLC15,669$477K0.00%Share
48Walleye Partners, LLC8,200$249K0.28%Share
49JM2 Capital Inc.7,051$214K0.17%Share
50CWM, LLC2,427$74K0.00%Share

MFSI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202552$293.8B+27
Q3 202525$165.7B-3
Q2 202528$236.9B+9
Q1 202519$143.7B+17
Q4 20242$300.6M—

As of Q4 2025, 50 institutional investors hold MFSI (MFS ACTIVE). The largest holder is RAYMOND JAMES FINANCIAL INC with $45.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own MFSI?

As of Q4 2025, 50 institutional investors report holding MFSI (MFS ACTIVE) in their 13F filings.

Who is the largest institutional holder of MFSI?

The largest institutional holder of MFSI is RAYMOND JAMES FINANCIAL INC with $45.0B in shares.

Is institutional ownership of MFSI increasing or decreasing?

This quarter, 11 institutions opened new positions in MFSI and 2 closed their positions.