Who Owns The Mexico Equity and Income Fund, Inc. (MXE)?Hedge Fund & Institutional Holders
Institutional Holders
23
as of Q4 2025
Total Institutional Value
$1.4143000411700017e+75T
% of Float Held
—
QoQ Change in Holders
+6 / -0
Price History
MXE — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | Increased | +202K | +$3.0B |
| Matisse Capital | New Position | +238K | +$2.9B |
| Shaker Financial Services, LLC | New Position | +76K | +$934.0M |
| EASTERN BANK | New Position | +1K | +$15.0M |
| Thomas J. Herzfeld Advisors, Inc. | Increased | +236 | +$3.4M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New Position | +68K | +$846K |
| SIGNATUREFD, LLC | New Position | +2K | +$30K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +28K | +$0 |
| WELLS FARGO & COMPANY/MN | Increased | +87 | +$-3K |
| MORGAN STANLEY | Increased | +5K | +$-284K |
| OSAIC HOLDINGS, INC. | Increased | +39 | +$-26.6M |
| LAZARD ASSET MANAGEMENT LLC | Increased | +3K | +$-313.5M |
MXE — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CSS LLC/IL | Decreased | -29K | -$171.3M |
| UBS Group AG | Decreased | -393 | -$5.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1,142,425 | $14.1B | 1.06% | Share |
| 2 | CSS LLC/IL | 332,579 | $4.1B | 0.18% | Share |
| 3 | Matisse Capital | 132,000 | $1.6B | 0.73% | Share |
| 4 | Saba Capital Management, L.P. | 118,600 | $1.5B | 0.04% | Share |
| 5 | Matisse Capital | 105,827 | $1.3B | 0.58% | Share |
| 6 | Shaker Financial Services, LLC | 75,513 | $934.0M | 0.30% | Share |
| 7 | US BANCORP \DE\ | 25,233 | $312.0M | 0.00% | Share |
| 8 | Thomas J. Herzfeld Advisors, Inc. | 1,380 | $17.0M | 0.01% | Share |
| 9 | EASTERN BANK | 1,261 | $15.0M | 0.00% | Share |
| 10 | UBS Group AG | 883 | $10.0M | 0.00% | Share |
| 11 | UBS Group AG | 243 | $3.0M | 0.00% | Share |
| 12 | Bulldog Investors, LLP | 101,158 | $1.3M | 0.28% | Share |
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 68,376 | $846K | 0.12% | Share |
| 14 | SIGNATUREFD, LLC | 2,488 | $30K | 0.00% | Share |
| 15 | LAZARD ASSET MANAGEMENT LLC | 29,695 | $0 | 0.00% | Share |
| 16 | HUNTINGTON NATIONAL BANK | 1 | $0 | 0.00% | Share |
| 17 | WELLS FARGO & COMPANY/MN | 87 | $0 | 0.00% | Share |
| 18 | OSAIC HOLDINGS, INC. | 2,287 | $0 | 0.00% | Share |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,586 | $0 | 0.00% | Share |
| 20 | BANK OF AMERICA CORP /DE/ | 100 | $0 | 0.00% | Share |
| 21 | WINMILL & CO. INC | 6,000 | $0 | 0.00% | Share |
| 22 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 23 | MORGAN STANLEY | 28,580 | $0 | 0.00% | Share |
MXE Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 20 | $24.0B | +6 |
| Q3 2025 | 14 | $17.6B | -8 |
| Q2 2025 | 22 | $18.8B | -1 |
| Q1 2025 | 23 | $15.4B | +0 |
| Q4 2024 | 23 | $10.0B | +3 |
| Q3 2024 | 20 | $10.3B | +2 |
| Q2 2024 | 18 | $10.1B | -1 |
| Q1 2024 | 19 | $10.6B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 23 institutional investors hold MXE (The Mexico Equity and Income Fund, Inc.). The largest holder is CITY OF LONDON INVESTMENT MANAGEMENT CO LTD with $14.1B in shares. This quarter, 6 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own MXE?
As of Q4 2025, 23 institutional investors report holding MXE (The Mexico Equity and Income Fund, Inc.) in their 13F filings.
Who is the largest institutional holder of MXE?
The largest institutional holder of MXE is CITY OF LONDON INVESTMENT MANAGEMENT CO LTD with $14.1B in shares.
Is institutional ownership of MXE increasing or decreasing?
This quarter, 6 institutions opened new positions in MXE and 0 closed their positions.