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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
RCM
1
Rivernorth Capital Management
Florida
$9.07M -$282K -36,047 -3%
1CP
2
1607 Capital Partners
Virginia
$3.36M -$642K -82,096 -16%
Wells Fargo
3
Wells Fargo
California
$3.07M +$510K +65,251 +20%
GC
4
Guggenheim Capital
Illinois
$2.35M -$124K -15,883 -5%
Invesco
5
Invesco
Georgia
$2.31M +$271K +34,631 +13%
Morgan Stanley
6
Morgan Stanley
New York
$2.29M +$303K +38,788 +15%
WA
7
Whitebox Advisors
Minnesota
$1.57M
RCM
8
Robinson Capital Management
Michigan
$1.51M +$16.2K +2,074 +1%
LPL Financial
9
LPL Financial
California
$1.47M +$158K +20,265 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.45M -$115K -14,677 -7%
Raymond James Financial
11
Raymond James Financial
Florida
$1.44M -$17.3K -2,210 -1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.36M +$20.7K +2,643 +2%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$1.32M
CA
14
Carson Advisory
Georgia
$1.31M -$106K -13,600 -7%
TCM
15
Traub Capital Management
Massachusetts
$728K -$76.5K -9,788 -9%
WA
16
Whipplewood Advisors
Colorado
$700K +$13K +1,663 +2%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$668K -$508K -64,923 -43%
UBS Group
18
UBS Group
Switzerland
$662K +$69K +8,822 +11%
WTC
19
WhitTier Trust Company
Nevada
$629K -$122K -15,668 -16%
RPA
20
Rock Point Advisors
Vermont
$545K +$54.7K +7,000 +11%
WA
21
Waverly Advisors
Alabama
$496K -$58.4K -7,471 -10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$482K +$16.9K +2,165 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$469K -$98.8K -12,643 -17%
CAM
24
Concorde Asset Management
Michigan
$431K +$38.2K +4,887 +10%
LSC
25
Logan Stone Capital
Illinois
$420K +$311K +39,790 +267%

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.