SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

54 hedge funds and large institutions have $45.1M invested in Western Asset Intermediate Muni Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.21M
2
RCM
Rivernorth Capital Management
Florida
$10.5M
3
RCM
Robinson Capital Management
Michigan
$1.46M
4
WA
Whipplewood Advisors
Colorado
$640K
5
Invesco
Invesco
Georgia
$1.54M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$159K
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$554K
4
WA
Whitebox Advisors
Minnesota
$1.9M
5
1CP
1607 Capital Partners
Virginia
$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
MAI Capital Management
Ohio
$4.81K +$83 +11 +2%
SWA
52
SOA Wealth Advisors
New York
$3.63K – – –
SWM
53
Spire Wealth Management
Virginia
$2.48K – – –
PAS
54
PKS Advisory Services
New York
– -$109K -14,000 Closed
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
– -$105K -13,514 Closed
SWMG
56
Sard Wealth Management Group
Georgia
– -$92.8K -11,892 Closed
MC
57
Moors & Cabot
Massachusetts
– -$87.5K -11,216 Closed
Bank of America
58
Bank of America
North Carolina
– -$3.9K -500 Closed
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