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SBI

Western Asset Intermediate Muni Fund

57 hedge funds and large institutions have $45.7M invested in Western Asset Intermediate Muni Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 43.28%43.16% (-0.12%)

5% less funds holding

Funds holding: 6057 (-3)

5% less capital invested

Capital invested by funds: $48.2M → $45.7M (-$2.51M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$349K +$89.1K +11,850 +34%
WAM
27
Wolverine Asset Management
Illinois
$330K +$74.8K +9,943 +29%
WT
28
Whittier Trust
California
$322K -$84.4K -11,229 -21%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$243K +$15.7K +2,084 +7%
TIM
30
Tortoise Investment Management
New York
$222K
BW
31
Basepoint Wealth
Iowa
$221K -$98 -13 -0%
SI
32
Stephens Inc
Arkansas
$184K
ATPW
33
Ashton Thomas Private Wealth
Arizona
$170K
SIA
34
Sit Investment Associates
Minnesota
$159K -$4.56M -607,021 -97%
IWM
35
IHT Wealth Management
Illinois
$153K +$30.9K +4,113 +25%
AWA
36
Aquire Wealth Advisors
Utah
$148K
HighTower Advisors
37
HighTower Advisors
Illinois
$148K -$1.23K -164 -0.8%
Mariner
38
Mariner
Kansas
$148K
Osaic Holdings
39
Osaic Holdings
Arizona
$139K -$13.5K -1,801 -9%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$126K -$5.4K -718 -4%
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$114K
GC
42
GatePass Capital
Ohio
$113K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$109K -$3.89K -517 -3%
SIA
44
SkyView Investment Advisors
New Jersey
$106K
NFA
45
Northwest Financial Advisors
Virginia
$102K
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$95.6K +$95.6K +12,711 New
RIL
47
Rothschild Investment LLC
Illinois
$94K
HKAM
48
Horizon Kinetics Asset Management
New York
$85.2K +$85.2K +11,334 New
PMG
49
ProVise Management Group
Florida
$80.8K
LCM
50
Landscape Capital Management
New Jersey
$78K +$78K +10,370 New

SBI Hedge Fund Activity: Q2 2025 in Review

57 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q2 2025, worth a combined $45.7M — down 5.2% from $48.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SBI and 4 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $1.36M. The largest seller was Sit Investment Associates, cutting an estimated $4.56M.

  • 57 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q2 2025, down from 60 in Q1 2025.
  • Funds reported $45.7M of Western Asset Intermediate Muni Fund stock for Q2 2025, down 5.2% quarter-over-quarter.
  • 4 funds opened new Western Asset Intermediate Muni Fund positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest Western Asset Intermediate Muni Fund buyer in Q2 2025 was Wells Fargo, an estimated $1.36M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q2 2025 was Sit Investment Associates, an estimated $4.56M sold.

Based on aggregated 13F filings for Q2 2025.