MSC Income Fund, Inc.: which funds bought and sold

Institutions that bought and sold MSC Income Fund shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 71 institutions that filed 13F reports for both quarters added to or opened positions in MSC Income Fund, and 80 cut or closed them. Together they added a net 2.4M shares, +19.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 137K shares (+5.8%); index fund managers were net sellers of 3,558 shares (−2.0%). 29 opened a new position and 21 sold out entirely.

Bought, Q2 2026 71 institutions, 29 of them new holders Sold, Q2 2026 80 institutions, 21 of them sold out

Net change, all compared +2.4M shares (+19.2%)

Net change, active managers +137K shares (+5.8%), 8 bought, 7 sold

Buyers versus sellers

institutions compared, 184

71 bought 33 80 sold

Active managers and hedge funds 8 bought · 7 sold · +137K

Index fund managers 0 bought · 1 sold · −3,558

Other institutions 63 bought · 72 sold · +2.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Sanders Morris Harris LLC	+457K +25.3%	2.3M	$26.2M
Ares Management LLC	+441K +53.4%	1.3M	$14.7M
Cambridge Investment Research Advisors, Inc.	+284K +107.3%	549K	$6.3M
Van Eck Associates Corp	+241K +35.8%	916K	$10.6M
Marshall Wace, LLP Hedge fund	+229K +256.9%	319K	$3.7M
UBS Group AG	+210K +26.3%	1.0M	$11.6M
J.W. Cole Advisors, Inc.	+202K New position	202K	$2.3M
Franklin Resources Inc Active manager	+152K +24.3%	780K	$9M
Qube Research & Technologies Ltd Hedge fund	+151K +208.1%	223K	$2.6M
Intrinsic Edge Capital Management LLC	+130K New position	130K	$1.5M
Arax Advisory Partners	+107K New position	107K	$1.2M
Atom Investors LP	+96K +574.1%	113K	$1.3M
Morgan Stanley	+93K +226.5%	135K	$1.6M
North Ground Capital	+89K +19.8%	538K	$6.2M
Osaic Holdings, Inc.	+63K +42.6%	212K	$2.5M
Rfg Advisory, LLC	+57K New position	57K	$655,600
Garrett Wealth Advisory Group, LLC	+56K +161.3%	90K	$1M
Aviso Wealth Management	+50K +78.2%	114K	$1.3M
Brevan Howard Capital Management LP Hedge fund	+42K New position	42K	$482,469
Diversify Advisory Services, LLC	+37K +53.9%	106K	$1.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+229K +256.9%	319K	$3.7M
Franklin Resources Inc Active manager	+152K +24.3%	780K	$9M
Qube Research & Technologies Ltd Hedge fund	+151K +208.1%	223K	$2.6M
Brevan Howard Capital Management LP Hedge fund	+42K New position	42K	$482,469
Fisher Asset Management, LLC Active manager	+24K New position	24K	$273,433
Schonfeld Strategic Advisors LLC Hedge fund	+15K New position	15K	$170,610
Price T Rowe Associates Inc Active manager	+1,524 +11.6%	15K	$170,000
Riverbridge Partners LLC Active manager	+1,371 +1.2%	115K	$1.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−350K −30.9%	784K	$9.1M
Legacy Wealth Managment, LLC	−66K −47.9%	72K	$832,458
Millennium Management LLC Hedge fund	−57K −45.6%	69K	$793,690
Alpine Global Management, LLC	−54K −26.0%	152K	$1.8M
Cetera Investment Advisers	−53K −17.0%	259K	$3M
Trexquant Investment LP Hedge fund	−34K Sold out	0	—
Virtu Financial LLC	−32K Sold out	0	—
Prime Capital Investment Advisors, LLC	−29K −66.3%	15K	$169,218
W1M Asset Management Ltd	−27K Sold out	0	—
Commonwealth Equity Services, LLC	−25K −25.0%	75K	$871,001
Sigma Planning Corp	−25K −12.0%	183K	$2.1M
Farther Finance Advisors, LLC	−25K −95.2%	1,260	$14,584
Squarepoint Ops LLC Hedge fund	−24K Sold out	0	—
Csenge Advisory Group	−23K Sold out	0	—
Cooper Financial Group	−19K Sold out	0	—
Focus Partners Advisor Solutions, LLC	−18K Sold out	0	—
Patriot Financial Group Insurance Agency, LLC	−18K Sold out	0	—
Strategic Financial Partners, Ltd.	−17K −36.8%	28K	$327,662
Creative Planning	−16K −31.8%	34K	$398,586
Susquehanna International Group, LLP	−14K −44.9%	17K	$195,140

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−350K −30.9%	784K	$9.1M
Millennium Management LLC Hedge fund	−57K −45.6%	69K	$793,690
Trexquant Investment LP Hedge fund	−34K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−24K Sold out	0	—
Magnetar Financial LLC Hedge fund	−5,489 −6.3%	81K	$940,097
Neuberger Berman Group LLC Active manager	−5,377 −8.6%	58K	$665,402
Quantbot Technologies LP Hedge fund	−1,783 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
J.W. Cole Advisors, Inc.	202K	$2.3M
Intrinsic Edge Capital Management LLC	130K	$1.5M
Arax Advisory Partners	107K	$1.2M
Rfg Advisory, LLC	57K	$655,600
Brevan Howard Capital Management LPHedge fund	42K	$482,469
Eagle Global Advisors LLC	26K	$304,812
Fisher Asset Management, LLCActive manager	24K	$273,433
Integrated Wealth Concepts LLC	23K	$262,918
Independent Solutions Wealth Management, LLC	21K	$242,264
Mackenzie Financial Corp	18K	$213,166

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Trexquant Investment LPHedge fund	34K	$412,464
Virtu Financial LLC	32K	$385,000
W1M Asset Management Ltd	27K	$323,108
Squarepoint Ops LLCHedge fund	24K	$295,000
Csenge Advisory Group	23K	$282,466
Cooper Financial Group	19K	$236,195
Focus Partners Advisor Solutions, LLC	18K	$221,859
Patriot Financial Group Insurance Agency, LLC	18K	$215,392
Demars Financial Group, LLC	13K	$153,127
Richmond Investment Services, LLC	12K	$148,498

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 166
Ten largest holders: 58.5%
Index fund managers: 1.2%
Active managers and hedge funds: 16.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	8	7	3	3	+137K	+5.8%
Index fund managers	0	1	0	0	−3,558	−2.0%
Other institutions	63	72	26	18	+2.3M	+22.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on MSC Income Fund.

Only managers that filed a holdings report for both quarters are compared (184 here). 8 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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