MASSACHUSETTS FINANCIAL SERVICES CO /MA/
MASSACHUSETTS FINANCIAL SERVICES /MA/'s hedge fund based in Greenwich, CT — $297.5B in tracked AUM across 3,996 positions as of Q1 2026.
Massachusetts Financial Services (MFS) reported $297.5B in Q1 2026, down from $310.1B, with reductions far outnumbering additions — 36 positions decreased versus just 6 increased. Microsoft (-$2.4B), Nvidia (-$959M), and Alphabet (-$929M) led the trims among anchors Nvidia (3.89%), Microsoft (3.59%), and Apple (2.64%). Against the broad pruning, MFS added to Broadcom (+$628M), Apple (+$536M), and gold miner Agnico Eagle (+$519M). New positions opened in RTX, Honeywell, Visa, Schwab, Waters, and Dominion Energy; KKR and American Express were sold.
Quarter at a glance — Q1 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q1 2026.