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WEA

Western Asset Premier Bond Fund
WEA

39 hedge funds and large institutions have $72.9M invested in Western Asset Premier Bond Fund in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

9% more capital invested

Capital invested by funds: $67M → $72.9M (+$5.89M)

2.66% more ownership

Funds ownership: 52.02% → 54.68% (+2.7%)

3% less funds holding

Funds holding: 40 → 39 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.46M
2
Morgan Stanley
Morgan Stanley
New York
+$919K
3
Raymond James Financial
Raymond James Financial
Florida
+$519K
4
MHS
M Holdings Securities
Oregon
+$261K
5
CPRC
Consolidated Portfolio Review Corp
New York
+$213K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$373K
2
1CP
1607 Capital Partners
Virginia
-$300K
3
IPW
Invictus Private Wealth
Colorado
-$207K
4
GC
Guggenheim Capital
Illinois
-$191K
5
WAM
Wolverine Asset Management
Illinois
-$99.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
26
Medallion Wealth Advisors
Connecticut
$207K – – –
MWM
27
Melfa Wealth Management
Massachusetts
$194K – – –
BEI
28
Benjamin Edwards Inc
Missouri
$171K -$45.8K -4,170 -22%
PI
29
PFG Investments
New York
$169K +$33.2K +3,023 +25%
SAM
30
Smith Asset Management
Florida
$152K +$12.2K +1,108 +9%
Wells Fargo
31
Wells Fargo
California
$147K +$7.66K +697 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$129K +$1.2K +109 +1%
Comerica Bank
33
Comerica Bank
Texas
$42.1K – – –
HI
34
Harbour Investments
Wisconsin
$41K – – –
UBS Group
35
UBS Group
Switzerland
$38.6K -$3.06K -278 -7%
AAS
36
Ameritas Advisory Services
Nebraska
$16K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$5.85K -$9.34K -850 -62%
GWM
38
Geneos Wealth Management
Colorado
$3.04K – – –
FIA
39
FNY Investment Advisers
New York
$3K – – –
HNB
40
Huntington National Bank
Ohio
$11 – – –
WAM
41
Wolverine Asset Management
Illinois
– -$99.3K -9,150 Closed
BCMLT
42
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$37.1K -3,419 Closed
1
2

WEA Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2025, worth a combined $72.9M — up 8.8% from $67M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WEA and 1 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 17 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.46M. The largest seller was Allspring Global Investments, cutting an estimated $373K.

  • 39 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2025, down from 40 in Q2 2025.
  • Funds reported $72.9M of Western Asset Premier Bond Fund stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 1 fund opened new Western Asset Premier Bond Fund positions in Q3 2025 and 2 closed out, a net change of -1 holder.
  • The largest Western Asset Premier Bond Fund buyer in Q3 2025 was Sit Investment Associates, an estimated $2.46M added.
  • The largest Western Asset Premier Bond Fund seller in Q3 2025 was Allspring Global Investments, an estimated $373K sold.

Based on aggregated 13F filings for Q3 2025.