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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
Raymond James Financial
1
Raymond James Financial
Florida
$7.2M +$600K +84,431 +9%
Bank of America
2
Bank of America
North Carolina
$4.05M +$215K +30,265 +5%
GC
3
Guggenheim Capital
Illinois
$3.51M +$694K +97,670 +24%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.02M -$229K -32,205 -7%
Morgan Stanley
5
Morgan Stanley
New York
$3M -$223K -31,332 -7%
LPL Financial
6
LPL Financial
California
$1.28M +$517K +72,790 +66%
PFS
7
Prospera Financial Services
Texas
$1.07M +$67.4K +9,481 +7%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$893K
Jones Financial Companies
9
Jones Financial Companies
Missouri
$653K +$126K +17,713 +23%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$628K -$8.66K -1,219 -1%
OWP
11
ORG Wealth Partners
Texas
$555K +$58.3K +8,212 +12%
VanEck Associates
12
VanEck Associates
New York
$543K +$36.6K +5,147 +7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$469K -$52.3K -7,362 -10%
Invesco
14
Invesco
Georgia
$442K -$3.24K -456 -0.7%
MWM
15
Melfa Wealth Management
Massachusetts
$439K
HighTower Advisors
16
HighTower Advisors
Illinois
$324K -$570K -80,192 -63%
QCIG
17
Quad-Cities Investment Group
Iowa
$311K -$2.79K -393 -0.9%
UBS Group
18
UBS Group
Switzerland
$295K +$17.9K +2,513 +6%
GCP
19
Gill Capital Partners
Colorado
$281K
RIL
20
Rothschild Investment LLC
Illinois
$222K
HIP
21
HUB Investment Partners
Texas
$209K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$196K -$7.22K -1,016 -3%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$194K +$199K +27,943 New
SWP
24
Stratos Wealth Partners
Ohio
$190K +$194K +27,300 New
Wells Fargo
25
Wells Fargo
California
$175K -$18K -2,539 -9%

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.