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SBI

Western Asset Intermediate Muni Fund

55 hedge funds and large institutions have $45.3M invested in Western Asset Intermediate Muni Fund in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

0.23% less ownership

Funds ownership: 42.08%41.85% (-0.23%)

3% less capital invested

Capital invested by funds: $46.9M → $45.3M (-$1.6M)

4% less funds holding

Funds holding: 5755 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kempner Capital Management
Texas
$371K
SFWA
27
Summit Financial Wealth Advisors
Louisiana
$358K
MWM
28
Melfa Wealth Management
Massachusetts
$356K
NFA
29
Northwest Financial Advisors
Virginia
$337K +$237K +30,370 +225%
WT
30
Whittier Trust
California
$320K -$12.3K -1,577 -4%
RP
31
Riverbridge Partners
Minnesota
$314K -$1.27K -162 -0.4%
Osaic Holdings
32
Osaic Holdings
Arizona
$273K +$82.7K +10,576 +42%
NWMP
33
Noble Wealth Management PBC
Colorado
$265K -$45.7K -5,850 -15%
CWM
34
Castle Wealth Management
Florida
$249K
BW
35
Basepoint Wealth
Iowa
$212K -$7.09K -907 -3%
WAM
36
Wolverine Asset Management
Illinois
$196K +$199K +25,480 New
SI
37
Stephens Inc
Arkansas
$190K
IWM
38
IHT Wealth Management
Illinois
$183K +$16.4K +2,103 +10%
SIA
39
Sit Investment Associates
Minnesota
$163K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$152K +$17.2K +2,200 +12%
Mariner
41
Mariner
Kansas
$151K
CEFA
42
Closed-End Fund Advisors
Virginia
$134K +$137K +17,477 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$129K
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$116K
GC
45
GatePass Capital
Ohio
$115K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$114K +$116K +14,861 New
HighTower Advisors
47
HighTower Advisors
Illinois
$113K -$36.8K -4,713 -24%
PAG
48
Private Advisor Group
New Jersey
$105K +$16.6K +2,125 +18%
RIL
49
Rothschild Investment LLC
Illinois
$96K
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$78.3K

SBI Hedge Fund Activity: Q4 2025 in Review

55 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q4 2025, worth a combined $45.3M — down 3.4% from $46.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SBI and 3 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 18 added.

The largest buyer was Wells Fargo, adding an estimated $510K. The largest seller was 1607 Capital Partners, cutting an estimated $642K.

  • 55 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q4 2025, down from 57 in Q3 2025.
  • Funds reported $45.3M of Western Asset Intermediate Muni Fund stock for Q4 2025, down 3.4% quarter-over-quarter.
  • 3 funds opened new Western Asset Intermediate Muni Fund positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q4 2025 was Wells Fargo, an estimated $510K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q4 2025 was 1607 Capital Partners, an estimated $642K sold.

Based on aggregated 13F filings for Q4 2025.