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WEA

Western Asset Premier Bond Fund
WEA

40 hedge funds and large institutions have $67M invested in Western Asset Premier Bond Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

3.5% more ownership

Funds ownership: 48.52% → 52.02% (+3.5%)

1% more capital invested

Capital invested by funds: $66.5M → $67M (+$434K)

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
20
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Whipplewood Advisors
Colorado
+$2M
2
Morgan Stanley
Morgan Stanley
New York
+$1.63M
3
IPW
Invictus Private Wealth
Colorado
+$434K
4
PAG
Private Advisor Group
New Jersey
+$231K
5
GC
Guggenheim Capital
Illinois
+$226K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$217K
2
LCM
Landscape Capital Management
New Jersey
-$191K
3
SFC
Strategic Financial Concepts
Texas
-$120K
4
UBS Group
UBS Group
Switzerland
-$107K
5
CPRC
Consolidated Portfolio Review Corp
New York
-$89.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
26
Medallion Wealth Advisors
Connecticut
$200K – – –
MWM
27
Melfa Wealth Management
Massachusetts
$188K – – –
SAM
28
Smith Asset Management
Florida
$135K +$5.96K +556 +5%
Wells Fargo
29
Wells Fargo
California
$135K -$12.8K -1,198 -9%
PI
30
PFG Investments
New York
$131K +$246 +23 +0.2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$123K +$300 +28 +0.2%
WAM
32
Wolverine Asset Management
Illinois
$99.3K +$98K +9,150 New
Comerica Bank
33
Comerica Bank
Texas
$40.7K – – –
UBS Group
34
UBS Group
Switzerland
$40.3K -$107K -10,003 -73%
HI
35
Harbour Investments
Wisconsin
$39.6K – – –
BCMLT
36
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.1K – – –
AAS
37
Ameritas Advisory Services
Nebraska
$15.5K +$15.3K +1,428 New
Osaic Holdings
38
Osaic Holdings
Arizona
$14.9K +$7.42K +693 +102%
FIA
39
FNY Investment Advisers
New York
$3K – – –
GWM
40
Geneos Wealth Management
Colorado
$2.94K -$2.9K -271 -50%
HNB
41
Huntington National Bank
Ohio
$11 – – –
LCM
42
Landscape Capital Management
New Jersey
– -$191K -17,016 Closed
SFC
43
Strategic Financial Concepts
Texas
– -$120K -10,724 Closed
1
2

WEA Hedge Fund Activity: Q2 2025 in Review

40 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2025, worth a combined $67M — up 0.65% from $66.5M a quarter earlier.

Fund positioning in WEA was balanced in Q2 2025: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 12 trimmed.

The largest buyer was Whipplewood Advisors, adding an estimated $2M. The largest seller was Allspring Global Investments, cutting an estimated $217K.

  • 40 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $67M of Western Asset Premier Bond Fund stock for Q2 2025, up 0.65% quarter-over-quarter.
  • 2 funds opened new Western Asset Premier Bond Fund positions in Q2 2025 and 2 closed out, a net change of 0 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q2 2025 was Whipplewood Advisors, an estimated $2M added.
  • The largest Western Asset Premier Bond Fund seller in Q2 2025 was Allspring Global Investments, an estimated $217K sold.

Based on aggregated 13F filings for Q2 2025.