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MHF

Western Asset Municipal High Income Fund

44 hedge funds and large institutions have $32.4M invested in Western Asset Municipal High Income Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $30.4M → $32.4M (+$2.05M)

0.42% less ownership

Funds ownership: 20.65%20.22% (-0.42%)

17% less funds holding

Funds holding: 5344 (-9)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
44
Holders Change
-9
Holders Change %
-16.98%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$7.05M -$106K -14,467 -1%
Bank of America
2
Bank of America
North Carolina
$4.09M -$298K -40,814 -7%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.46M -$58.9K -8,071 -2%
Morgan Stanley
4
Morgan Stanley
New York
$3.43M -$8.08K -1,107 -0.2%
GC
5
Guggenheim Capital
Illinois
$3.02M +$553K +75,770 +23%
PFS
6
Prospera Financial Services
Texas
$1.07M +$76K +10,410 +8%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$952K
HighTower Advisors
8
HighTower Advisors
Illinois
$939K +$6.78K +929 +0.7%
LPL Financial
9
LPL Financial
California
$822K +$448K +61,348 +124%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$679K -$42.9K -5,870 -6%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$577K +$113K +15,427 +25%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$555K -$45.1K -6,177 -8%
VanEck Associates
13
VanEck Associates
New York
$540K -$285K -39,032 -35%
OWP
14
ORG Wealth Partners
Texas
$522K +$497K +68,054 +2,713%
Invesco
15
Invesco
Georgia
$475K +$468K +64,120 New
MWM
16
Melfa Wealth Management
Massachusetts
$468K
QCIG
17
Quad-Cities Investment Group
Iowa
$334K +$2.26K +310 +0.7%
GCP
18
Gill Capital Partners
Colorado
$300K
UBS Group
19
UBS Group
Switzerland
$296K -$6.18K -847 -2%
RIL
20
Rothschild Investment LLC
Illinois
$237K
HIP
21
HUB Investment Partners
Texas
$222K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$217K +$121K +16,622 +132%
Wells Fargo
23
Wells Fargo
California
$205K -$176K -24,140 -47%
WJWM
24
Williams Jones Wealth Management
New York
$182K -$49.5K -6,775 -22%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$169K +$84.5K +11,577 +103%

MHF Hedge Fund Activity: Q1 2025 in Review

44 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q1 2025, worth a combined $32.4M — up 6.8% from $30.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MHF and 2 opened new positions — a net loss of 9 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Guggenheim Capital, adding an estimated $553K. The largest seller was Tortoise Investment Management, exiting entirely with an estimated $724K sold.

  • 44 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q1 2025, down from 53 in Q4 2024.
  • Funds reported $32.4M of Western Asset Municipal High Income Fund stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 2 funds opened new Western Asset Municipal High Income Fund positions in Q1 2025 and 11 closed out, a net change of -9 holders.
  • The largest Western Asset Municipal High Income Fund buyer in Q1 2025 was Guggenheim Capital, an estimated $553K added.
  • The largest Western Asset Municipal High Income Fund seller in Q1 2025 was Tortoise Investment Management, an estimated $724K sold.

Based on aggregated 13F filings for Q1 2025.