MFS GOVT MKTS INCOME TR SH BEN INT (MGF): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

MFS GOVT MKTS INCOME TR SH BEN INT (MGF)

45 + Investors. Track Smart Money conviction in MGF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MGF

Based on 45 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their MGF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

45 funds currently hold this stock — 94% of the 3.0-year high of 48 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q

+2 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

21 buying20 selling

Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 5 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 9% medium ■ 31% new

27 out of 45 hedge funds have held MGF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~9 new funds/quarter

5 → 2 → 5 → 10 → 9 new funds/Q

New funds entering each quarter: 2 → 5 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 9% 1-2yr ■ 27% new

Of 45 current holders: 29 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

6 of 45 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	45	48	-6.25%
13F Shares	17M	19M	-11.47%
Total Value	$51M	$60M	-14.16%
New Positions	9	10	-1
Increased Positions	12	10	+2
Closed Positions	12	3	+9
Reduced Positions	8	14	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-6.25%

13F Shares

17M

19M

-11.47%

Total Value

$51M

$60M

-14.16%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

45 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MGF. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 15 institutional holders of MGF — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DECISION INVESTMENTS, INC	0.30%	89,500	$263K
2	Fortitude Advisory Group L.L.C.	0.11%	83,929	$247K
3	TrueMark Investments, LLC	0.03%	60,618	$178K
4	Private Advisor Group, LLC	0.02%	1,425,641	$4.2M
5	CHAPIN DAVIS, INC.	0.01%	13,049	$38K
6	Dynamic Advisor Solutions LLC	0.01%	90,082	$265K
7	Carnegie Investment Counsel	0.01%	136,000	$400K
8	Csenge Advisory Group	0.01%	41,828	$123K
9	WEDBUSH SECURITIES INC	0.00%	48,248	—
10	Global Wealth Strategies & Associates	0.00%	2,136	$6K
11	Cambridge Investment Research Advisors, Inc.	0.00%	118,319	—
12	OPPENHEIMER & CO INC	0.00%	19,222	$57K
13	Farther Finance Advisors, LLC	0.00%	12,039	$35K
14	Westfuller Advisors, LLC	0.00%	59	—
15	EASTERN BANK	0.00%	320	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — MFS GOVT MKTS INCOME TR SH BEN INT (MGF)

What does the Smart Money Trend signal show for MGF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MGF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MGF?

Slight buying edge — 51% buying: Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MGF holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 45 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MGF?

60% of holders stayed for 2+ years: 27 out of 45 hedge funds have held MGF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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MFS GOVT MKTS INCOME TR SH BEN INT (MGF)

Smart Money Signals — MGF

Selling streak — 1 quarter in a row

High ownership — 94% of 3.0Y peak

Steady growth — +5% more funds vs a year ago

Slight buying edge — 51% buying

Steady new buyers — ~9 new funds per quarter

60% of holders stayed for 2+ years

Steady discovery — ~9 new funds/quarter

Deep conviction — 64% of holders stayed 2+ years

Smaller funds dominant — 3% AUM from top-100

Hedge Fund Ownership: MGF

Market Analysis: MGF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MGF

Hedge Fund Positioning: MGF

Statistics: MGF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — MFS GOVT MKTS INCOME TR SH BEN INT (MGF)

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