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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$535K |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$525K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$423K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$224K |
| 5 |
CA
Carson Advisory
Athens,
Georgia
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$4.33M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.5M |
| 3 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
-$648K |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$389K |
| 5 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$271K |
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.