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SBI

Western Asset Intermediate Muni Fund
SBI

57 hedge funds and large institutions have $46.9M invested in Western Asset Intermediate Muni Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

3% more capital invested

Capital invested by funds: $45.7M → $46.9M (+$1.17M)

0% more funds holding

Funds holding: 57 → 57 (0)

1.08% less ownership

Funds ownership: 43.16% → 42.08% (-1.1%)

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.24M
2
Invesco
Invesco
Georgia
+$472K
3
RP
Riverbridge Partners
Minnesota
+$316K
4
Wells Fargo
Wells Fargo
California
+$310K
5
CWM
Castle Wealth Management
Florida
+$250K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.41M
2
1CP
1607 Capital Partners
Virginia
-$573K
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$369K
4
WA
Whitebox Advisors
Minnesota
-$368K
5
WAM
Wolverine Asset Management
Illinois
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$371K – – –
MWM
27
Melfa Wealth Management
Massachusetts
$367K – – –
WT
28
Whittier Trust
California
$339K +$539 +70 +0.2%
RP
29
Riverbridge Partners
Minnesota
$325K +$316K +41,033 New
NWMP
30
Noble Wealth Management PBC
Colorado
$319K +$311K +40,341 New
CWM
31
Castle Wealth Management
Florida
$258K +$250K +32,451 New
BW
32
Basepoint Wealth
Iowa
$226K -$6.53K -847 -3%
SI
33
Stephens Inc
Arkansas
$196K +$2.7K +350 +1%
TIM
34
Tortoise Investment Management
New York
$194K -$38.5K -5,000 -17%
Osaic Holdings
35
Osaic Holdings
Arizona
$193K +$49.7K +6,455 +35%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$179K – – –
IWM
37
IHT Wealth Management
Illinois
$172K +$10.6K +1,370 +7%
SIA
38
Sit Investment Associates
Minnesota
$168K – – –
AWA
39
Aquire Wealth Advisors
Utah
$156K – – –
Mariner
40
Mariner
Kansas
$155K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$153K -$2.11K -274 -1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$140K +$136K +17,650 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$133K – – –
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$120K – – –
GC
45
GatePass Capital
Ohio
$119K – – –
LSC
46
Logan Stone Capital
Illinois
$118K -$284K -36,853 -71%
NFA
47
Northwest Financial Advisors
Virginia
$107K – – –
RIL
48
Rothschild Investment LLC
Illinois
$98.9K – – –
PAG
49
Private Advisor Group
New Jersey
$91.4K +$89K +11,553 New
PMG
50
ProVise Management Group
Florida
$85K – – –
1
2
3

SBI Hedge Fund Activity: Q3 2025 in Review

57 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q3 2025, worth a combined $46.9M — up 2.6% from $45.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SBI positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.24M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.41M.

  • 57 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $46.9M of Western Asset Intermediate Muni Fund stock for Q3 2025, up 2.6% quarter-over-quarter.
  • 7 funds opened new Western Asset Intermediate Muni Fund positions in Q3 2025 and 6 closed out, a net change of +1 holder.
  • The largest Western Asset Intermediate Muni Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.24M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q3 2025 was Rivernorth Capital Management, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2025.