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Western Asset Intermediate Muni Fund

62 hedge funds and large institutions have $46M invested in Western Asset Intermediate Muni Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

13% more funds holding

Funds holding: 5562 (+7)

2% more capital invested

Capital invested by funds: $45.3M → $46M (+$728K)

0.7% more ownership

Funds ownership: 41.85%42.55% (+0.7%)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$386K +$394K +50,251 New
RP
27
Riverbridge Partners
Minnesota
$370K +$57.7K +7,363 +18%
NFA
28
Northwest Financial Advisors
Virginia
$357K +$20.3K +2,591 +6%
MWM
29
Melfa Wealth Management
Massachusetts
$356K
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$327K -$31.4K -4,000 -9%
CAM
31
Concorde Asset Management
Michigan
$323K -$111K -14,173 -25%
WT
32
Whittier Trust
California
$315K +$415 +53 +0.1%
LSC
33
Logan Stone Capital
Illinois
$310K -$113K -14,367 -26%
NWMP
34
Noble Wealth Management PBC
Colorado
$264K -$533 -68 -0.2%
CWM
35
Castle Wealth Management
Florida
$249K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$236K +$125K +15,926 +107%
BW
37
Basepoint Wealth
Iowa
$216K +$3.53K +450 +2%
SIA
38
Sit Investment Associates
Minnesota
$214K +$52.7K +6,728 +32%
IWM
39
IHT Wealth Management
Illinois
$199K +$16.6K +2,112 +9%
SI
40
Stephens Inc
Arkansas
$190K
PAG
41
Private Advisor Group
New Jersey
$169K +$65.5K +8,357 +61%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$152K
Mariner
43
Mariner
Kansas
$151K
SAI
44
Savvy Advisors Inc
New York
$139K +$142K +18,143 New
CEFA
45
Closed-End Fund Advisors
Virginia
$134K
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$129K
BHWM
47
Bar Harbor Wealth Management
New Hampshire
$116K
RIL
48
Rothschild Investment LLC
Illinois
$96K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$92.6K +$94.5K +12,061 New
HighTower Advisors
50
HighTower Advisors
Illinois
$80.1K -$33.1K -4,223 -29%