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SBI

Western Asset Intermediate Muni Fund
SBI

60 hedge funds and large institutions have $48.2M invested in Western Asset Intermediate Muni Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 58 → 60 (+2)

5.67% less ownership

Funds ownership: 48.95% → 43.28% (-5.7%)

10% less capital invested

Capital invested by funds: $53.4M → $48.2M (-$5.14M)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$535K
2
RCM
Robinson Capital Management
Michigan
+$525K
3
Invesco
Invesco
Georgia
+$423K
4
WAM
Wolverine Asset Management
Illinois
+$224K
5
CA
Carson Advisory
Georgia
+$180K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.33M
2
RCM
Rivernorth Capital Management
Florida
-$2.5M
3
WA
Whipplewood Advisors
Colorado
-$648K
4
IAA
Independent Advisor Alliance
North Carolina
-$389K
5
LA
LexAurum Advisors
Kansas
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
51
Logan Stone Capital
Illinois
$90.3K -$32.5K -4,154 -26%
MC
52
Moors & Cabot
Massachusetts
$87.5K +$87.8K +11,216 New
PMG
53
ProVise Management Group
Florida
$83.8K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$64.1K +$61.6K +7,865 +2,241%
FFA
55
Farther Finance Advisors
California
$28.3K +$28.2K +3,600 New
MCM
56
MAI Capital Management
Ohio
$4.91K +$47 +6 +1%
Bank of America
57
Bank of America
North Carolina
$3.9K +$3.92K +500 New
SWA
58
SOA Wealth Advisors
New York
$3.77K – – –
SWM
59
Spire Wealth Management
Virginia
$2.57K – – –
IAA
60
Independent Advisor Alliance
North Carolina
– -$389K -50,251 Closed
LA
61
LexAurum Advisors
Kansas
– -$271K -35,000 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$105K -13,568 Closed
AWM
63
Avior Wealth Management
Nebraska
– -$20.3K -2,618 Closed
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
– -$4.72K -610 Closed
Bessemer Group
65
Bessemer Group
New Jersey
– -$3K -437 Closed
FIA
66
FNY Investment Advisers
New York
– +$392 +50 New
1 2
3

SBI Hedge Fund Activity: Q1 2025 in Review

60 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q1 2025, worth a combined $48.2M — down 9.6% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SBI positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $535K. The largest seller was Sit Investment Associates, cutting an estimated $4.33M.

  • 60 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $48.2M of Western Asset Intermediate Muni Fund stock for Q1 2025, down 9.6% quarter-over-quarter.
  • 8 funds opened new Western Asset Intermediate Muni Fund positions in Q1 2025 and 6 closed out, a net change of +2 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q1 2025 was Wells Fargo, an estimated $535K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q1 2025 was Sit Investment Associates, an estimated $4.33M sold.

Based on aggregated 13F filings for Q1 2025.