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WEA

Western Asset Premier Bond Fund
WEA

38 hedge funds and large institutions have $70.6M invested in Western Asset Premier Bond Fund in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

0.7% less ownership

Funds ownership: 54.68% → 53.98% (-0.7%)

3% less capital invested

Capital invested by funds: $72.9M → $70.6M (-$2.21M)

3% less funds holding

Funds holding: 39 → 38 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
19
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Whipplewood Advisors
Colorado
+$1.03M
2
GC
Guggenheim Capital
Illinois
+$589K
3
SIA
Sit Investment Associates
Minnesota
+$549K
4
LPL Financial
LPL Financial
California
+$468K
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$361K

Top Sellers

Rank Fund Capital Flow
1
CPRC
Consolidated Portfolio Review Corp
New York
-$2.68M
2
IA
IFP Advisors
Florida
-$588K
3
1CP
1607 Capital Partners
Virginia
-$565K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$495K
5
SG
StoneX Group
New York
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Smith Asset Management
Florida
$165K +$15.8K +1,426 +11%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$165K +$166K +14,934 New
PI
28
PFG Investments
New York
$144K -$21.8K -1,969 -13%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$127K +$421 +38 +0.3%
IA
30
IFP Advisors
Florida
$120K -$588K -53,091 -83%
Wells Fargo
31
Wells Fargo
California
$91.5K -$53.4K -4,820 -37%
HI
32
Harbour Investments
Wisconsin
$90.2K +$50.2K +4,532 +124%
UBS Group
33
UBS Group
Switzerland
$49K +$11.1K +1,005 +29%
Comerica Bank
34
Comerica Bank
Texas
$41.4K – – –
CMP
35
Coston McIsaac & Partners
Maine
$31K +$31.3K +2,823 New
WAM
36
Wolverine Asset Management
Illinois
$29.8K +$29.9K +2,700 New
Osaic Holdings
37
Osaic Holdings
Arizona
$7.01K +$1.25K +113 +22%
GWM
38
Geneos Wealth Management
Colorado
$2.99K – – –
HNB
39
Huntington National Bank
Ohio
$11 – – –
CPRC
40
Consolidated Portfolio Review Corp
New York
– -$2.68M -238,489 Closed
BEI
41
Benjamin Edwards Inc
Missouri
– -$171K -15,200 Closed
AAS
42
Ameritas Advisory Services
Nebraska
– -$16K -1,428 Closed
FIA
43
FNY Investment Advisers
New York
– -$3K -300 Closed
1
2

WEA Hedge Fund Activity: Q4 2025 in Review

38 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2025, worth a combined $70.6M — down 3% from $72.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WEA and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 19 added.

The largest buyer was Whipplewood Advisors, adding an estimated $1.03M. The largest seller was Consolidated Portfolio Review Corp, exiting entirely with an estimated $2.68M sold.

  • 38 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2025, down from 39 in Q3 2025.
  • Funds reported $70.6M of Western Asset Premier Bond Fund stock for Q4 2025, down 3% quarter-over-quarter.
  • 3 funds opened new Western Asset Premier Bond Fund positions in Q4 2025 and 4 closed out, a net change of -1 holder.
  • The largest Western Asset Premier Bond Fund buyer in Q4 2025 was Whipplewood Advisors, an estimated $1.03M added.
  • The largest Western Asset Premier Bond Fund seller in Q4 2025 was Consolidated Portfolio Review Corp, an estimated $2.68M sold.

Based on aggregated 13F filings for Q4 2025.