SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

54 hedge funds and large institutions have $45.1M invested in Western Asset Intermediate Muni Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.21M
2
RCM
2
Rivernorth Capital Management
Florida
$10.5M
3
TCM
3
Traub Capital Management
Massachusetts
$982K
4
RCM
4
Robinson Capital Management
Michigan
$1.46M
5
WA
5
Whipplewood Advisors
Colorado
$640K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$159K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$1.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$554K
4
WA
4
Whitebox Advisors
Minnesota
$1.9M
5
1CP
5
1607 Capital Partners
Virginia
$4.47M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$330K 43,898 +9,943 +29%
WT
27
Whittier Trust
California
$322K 42,850 -11,229 -21%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$243K 32,362 +2,084 +7%
TIM
29
Tortoise Investment Management
New York
$222K 29,475 – –
SI
30
Stephens Inc
Arkansas
$184K 24,450 – –
Osaic Holdings
31
Osaic Holdings
Arizona
$180K 23,475 +3,140 +15%
ATPW
32
Ashton Thomas Private Wealth
Arizona
$170K 22,463 – –
SIA
33
Sit Investment Associates
Minnesota
$159K 21,200 -607,021 -97%
IWM
34
IHT Wealth Management
Illinois
$153K 20,328 +4,113 +25%
AWA
35
Aquire Wealth Advisors
Utah
$148K 19,660 – –
HighTower Advisors
36
HighTower Advisors
Illinois
$148K 19,640 -164 -0.8%
Mariner
37
Mariner
Kansas
$148K 19,618 – –
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$126K 16,809 -718 -4%
BHWM
39
Bar Harbor Wealth Management
New Hampshire
$114K 15,110 – –
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$109K 14,483 -517 -3%
SIA
41
SkyView Investment Advisors
New Jersey
$106K 14,058 – –
NFA
42
Northwest Financial Advisors
Virginia
$102K 13,500 – –
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$95.6K 12,711 +12,711 New
RIL
44
Rothschild Investment LLC
Illinois
$94K 12,500 – –
HKAM
45
Horizon Kinetics Asset Management
New York
$85.2K 11,334 +11,334 New
PMG
46
ProVise Management Group
Florida
$80.8K 10,750 – –
LCM
47
Landscape Capital Management
New Jersey
$78K 10,370 +10,370 New
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$76.7K 10,197 -5,480 -35%
SPIA
49
Steward Partners Investment Advisory
New York
$59.1K 7,865 -351 -4%
FFA
50
Farther Finance Advisors
California
$27.1K 3,600 – –
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2
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