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MHF

Western Asset Municipal High Income Fund

42 hedge funds and large institutions have $31.5M invested in Western Asset Municipal High Income Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% more ownership

Funds ownership: 20.22%20.92% (+0.7%)

3% less capital invested

Capital invested by funds: $32.4M → $31.5M (-$963K)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

5% less funds holding

Funds holding: 4442 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
26
Fortitude Advisory Group
Washington
$160K
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$145K +$21.3K +3,000 +17%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$140K +$45K +6,332 +46%
CWM
29
Collaborative Wealth Management
Florida
$136K
PI
30
PFG Investments
New York
$99.6K -$40.2K -5,663 -28%
PAS
31
PKS Advisory Services
New York
$97.3K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$92.4K +$94.5K +13,296 New
FSA
33
Fort Sheridan Advisors
Illinois
$87.6K
VIPI
34
Vista Investment Partners II
Indiana
$82.5K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$71K -$89.1K -12,538 -55%
SPF
36
South Plains Financial
Texas
$69.3K
SPIA
37
Steward Partners Investment Advisory
New York
$66.3K -$4.93K -694 -7%
Osaic Holdings
38
Osaic Holdings
Arizona
$50.9K +$27.7K +3,900 +114%
BCWM
39
Bartlett & Co Wealth Management
Ohio
$17.5K
M
40
MOTCO
Texas
$10.2K -$5.47K -770 -34%
AF
41
Allworth Financial
California
$8.69K +$8.88K +1,250 New
FIA
42
FNY Investment Advisers
New York
$1K
WJWM
43
Williams Jones Wealth Management
New York
-$182K -24,500 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$169K -22,783 Closed
Comerica Bank
45
Comerica Bank
Texas
-$111K -15,000 Closed
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
-$81.7K -11,020 Closed
CAL
47
Capital Analysts LLC
Pennsylvania
-$78K -10,541 Closed
US Bancorp
48
US Bancorp
Minnesota
-$5.28K -713 Closed

MHF Hedge Fund Activity: Q2 2025 in Review

42 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q2 2025, worth a combined $31.5M — down 3% from $32.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MHF and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Guggenheim Capital, adding an estimated $694K. The largest seller was HighTower Advisors, cutting an estimated $570K.

  • 42 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q2 2025, down from 44 in Q1 2025.
  • Funds reported $31.5M of Western Asset Municipal High Income Fund stock for Q2 2025, down 3% quarter-over-quarter.
  • 4 funds opened new Western Asset Municipal High Income Fund positions in Q2 2025 and 6 closed out, a net change of -2 holders.
  • The largest Western Asset Municipal High Income Fund buyer in Q2 2025 was Guggenheim Capital, an estimated $694K added.
  • The largest Western Asset Municipal High Income Fund seller in Q2 2025 was HighTower Advisors, an estimated $570K sold.

Based on aggregated 13F filings for Q2 2025.