MFS High Yield Municipal TRXCMUX
13F holders, Q4 2025 (December 31)41holders +2
3new positions
3sold out
1famous investor
$3.51avg. 13F price*
At the end of Q4 2025, 41 institutions reported holding MFS High Yield Municipal TR (XCMUX) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 3 sold out. The largest holders were Bulldog Investors, LLP ($12.6M), Rivernorth Capital Management, LLC ($9.2M) and Almitas Capital LLC ($5.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS High Yield Municipal TR
- CUSIP
- 59318E102
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $228K |
| Exits | 3 | $111K |
All 13F filers, Q3 2025 → Q4 2025: 1,357,832 shares bought and 1,074,690 shares sold, net +283,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Bulldog Investors, LLP | 2.83% | Add +20.0% | 3,593,657 | $12.6M |
| Rivernorth Capital Management, LLC | 0.44% | Add +2.0% | 2,630,896 | $9.2M |
| Almitas Capital LLC | 1.16% | Reduce -0.6% | 1,497,718 | $5.3M |
| Icon Advisers Inc. | 0.64% | No change | 821,456 | $2.9M |
| City of London Investment Management Co. Ltd. | 0.15% | Add +9.7% | 568,249 | $2.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.66% | Add +2.2% | 558,611 | $2.0M |
| Bank of America Corp. | 0.00% | Add +175.1% | 405,971 | $1.4M |
| Morgan Stanley | 0.00% | Add +306.4% | 391,611 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 377,111 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.9% | 318,415 | $1.1M |
| Matisse Capital | 0.41% | No change | 262,208 | $920K |
| UBS Group AG | 0.00% | Reduce -4.2% | 238,830 | $838K |
| Lido Advisors, LLC | 0.00% | No change | 146,367 | $508K |
| Melfa Wealth Management, Inc. | 0.25% | Add +0.1% | 124,123 | $436K |
| Evolve Private Wealth, LLC | 0.02% | — | 92,603 | $325K |
| Osaic Holdings, Inc. | 0.00% | Add +26.7% | 64,223 | $225K |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 59,992 | $211K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 48,217 | $169K |
| Sit Investment Associates Inc. | 0.00% | Reduce -95.5% | 47,357 | $166K |
| Equitable Holdings, Inc. | 0.00% | Add +0.9% | 32,724 | $115K |
| Pathstone Holdings, LLC | 0.00% | Add +11.5% | 30,929 | $109K |
| Novak & Powell Financial Services, Inc. | 0.06% | New | 30,365 | $107K |
| Cetera Investment Advisers | 0.00% | Reduce -15.2% | 30,249 | $106K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 26,051 | $91K |
| Mutual Advisors, LLC | 0.00% | New | 20,998 | $74K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -4.6% | 20,921 | $73K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 20,000 | $70K |
| Citadel Advisors | 0.00% | Reduce -36.9% | 18,396 | $65K |
| Spirepoint Private Client, LLC | 0.01% | No change | 16,247 | $57K |
| Noble Wealth Management PBC | 0.03% | No change | 15,100 | $53K |
| Cohen & Steers, Inc. | 0.00% | No change | 15,000 | $53K |
| Susquehanna International Group, LLP | 0.00% | New | 13,703 | $48K |
| Closed-End Fund Advisors, Inc. | 0.03% | — | 13,091 | $46K |
| International Assets Investment Management, LLC | 0.00% | Reduce -2.2% | 12,864 | $45K |
| Kestra Advisory Services, LLC | 0.00% | No change | 12,756 | $45K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -28.0% | 11,696 | $41K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.4% | 11,673 | $41K |
| Wells Fargo & Company | 0.00% | Add +46.8% | 9,609 | $34K |
| Independence Bank of Kentucky | 0.00% | Reduce -42.9% | 2,860 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 1,537 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 844 | $3K |
"% of holder's portfolio" is XCMUX's weight in each manager's 13F, not the share of MFS High Yield Municipal TR the manager owns.