SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

58 hedge funds and large institutions have $47.9M invested in Western Asset Intermediate Muni Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$882K
2
RCM
2
Robinson Capital Management
Michigan
$523K
3
Invesco
3
Invesco
Georgia
$1.03M
4
WAM
4
Wolverine Asset Management
Illinois
$265K
5
CA
5
Carson Advisory
Georgia
$1.54M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$663K
2
SIA
2
Sit Investment Associates
Minnesota
$4.9M
3
RCM
3
Rivernorth Capital Management
Florida
$9.54M
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
LA
5
LexAurum Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
26
Kempner Capital Management
Texas
$373K 47,800 – –
MWM
27
Melfa Wealth Management
Massachusetts
$269K 34,497 – –
WAM
28
Wolverine Asset Management
Illinois
$265K 33,955 +28,663 +542%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$236K 30,278 +3,600 +13%
TIM
30
Tortoise Investment Management
New York
$230K 29,475 -12,820 -30%
SI
31
Stephens Inc
Arkansas
$191K 24,450 -300 -1%
ATPW
32
Ashton Thomas Private Wealth
Arizona
$176K 22,463 – –
Osaic Holdings
33
Osaic Holdings
Arizona
$159K 20,335 -3,540 -15%
HighTower Advisors
34
HighTower Advisors
Illinois
$154K 19,804 -2,811 -12%
AWA
35
Aquire Wealth Advisors
Utah
$153K 19,660 – –
Mariner
36
Mariner
Kansas
$153K 19,618 – –
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$137K 17,527 – –
IWM
38
IHT Wealth Management
Illinois
$126K 16,215 +16,215 New
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$122K 15,677 – –
BHWM
40
Bar Harbor Wealth Management
New Hampshire
$118K 15,110 – –
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$117K 15,000 -5,721 -28%
SIA
42
SkyView Investment Advisors
New Jersey
$110K 14,058 – –
PAS
43
PKS Advisory Services
New York
$109K 14,000 – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$105K 13,514 – –
NFA
45
Northwest Financial Advisors
Virginia
$105K 13,500 +13,500 New
RIL
46
Rothschild Investment LLC
Illinois
$97.5K 12,500 – –
SWMG
47
Sard Wealth Management Group
Georgia
$92.8K 11,892 – –
CAM
48
Concorde Asset Management
Michigan
$90.5K 11,840 +11,840 New
LSC
49
Logan Stone Capital
Illinois
$90.3K 11,574 -4,154 -26%
MC
50
Moors & Cabot
Massachusetts
$87.5K 11,216 +11,216 New
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2
3