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SBI

Western Asset Intermediate Muni Fund

57 hedge funds and large institutions have $45.7M invested in Western Asset Intermediate Muni Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 43.28%43.16% (-0.12%)

5% less funds holding

Funds holding: 6057 (-3)

5% less capital invested

Capital invested by funds: $48.2M → $45.7M (-$2.51M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$10.5M +$1.32M +175,517 +14%
1CP
2
1607 Capital Partners
Virginia
$4.47M -$115K -15,272 -3%
GC
3
Guggenheim Capital
Illinois
$2.5M -$53.8K -7,153 -2%
Wells Fargo
4
Wells Fargo
California
$2.21M +$1.36M +180,555 +160%
WA
5
Whitebox Advisors
Minnesota
$1.9M -$141K -18,812 -7%
Morgan Stanley
6
Morgan Stanley
New York
$1.73M +$146K +19,383 +9%
Invesco
7
Invesco
Georgia
$1.54M +$550K +73,181 +55%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$1.5M -$382K -50,845 -20%
CA
9
Carson Advisory
Georgia
$1.47M -$21.8K -2,900 -1%
RCM
10
Robinson Capital Management
Michigan
$1.46M +$958K +127,413 +190%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.45M -$28K -3,728 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$1.43M +$88.1K +11,720 +7%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$1.29M
AAS
14
Avantax Advisory Services
Texas
$1.19M +$3.23K +430 +0.3%
LPL Financial
15
LPL Financial
California
$1.18M -$30.6K -4,069 -3%
TCM
16
Traub Capital Management
Massachusetts
$982K +$982K +130,531 New
WTC
17
WhitTier Trust Company
Nevada
$729K -$102K -13,565 -12%
WA
18
Whipplewood Advisors
Colorado
$640K +$639K +84,982 +81,713%
WA
19
Waverly Advisors
Alabama
$599K -$54.3K -7,223 -8%
UBS Group
20
UBS Group
Switzerland
$574K +$1.59K +211 +0.3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$554K -$227K -30,213 -29%
RPA
22
Rock Point Advisors
Vermont
$479K -$20.7K -2,750 -4%
LSC
23
Logan Stone Capital
Illinois
$389K +$302K +40,174 +347%
KCM
24
Kempner Capital Management
Texas
$359K
SFWA
25
Summit Financial Wealth Advisors
Louisiana
$350K -$13.5K -1,800 -4%

SBI Hedge Fund Activity: Q2 2025 in Review

57 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q2 2025, worth a combined $45.7M — down 5.2% from $48.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SBI and 4 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $1.36M. The largest seller was Sit Investment Associates, cutting an estimated $4.56M.

  • 57 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q2 2025, down from 60 in Q1 2025.
  • Funds reported $45.7M of Western Asset Intermediate Muni Fund stock for Q2 2025, down 5.2% quarter-over-quarter.
  • 4 funds opened new Western Asset Intermediate Muni Fund positions in Q2 2025 and 5 closed out, a net change of -1 holder.
  • The largest Western Asset Intermediate Muni Fund buyer in Q2 2025 was Wells Fargo, an estimated $1.36M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q2 2025 was Sit Investment Associates, an estimated $4.56M sold.

Based on aggregated 13F filings for Q2 2025.