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WEA

Western Asset Premier Bond Fund

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: 4039 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.8M +$919K +83,630 +5%
SIA
2
Sit Investment Associates
Minnesota
$10.4M +$2.46M +223,979 +32%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$5.5M -$373K -33,905 -6%
1CP
4
1607 Capital Partners
Virginia
$3.44M -$300K -27,343 -8%
LPL Financial
5
LPL Financial
California
$3.17M +$8.74K +795 +0.3%
WA
6
Whipplewood Advisors
Colorado
$3.07M +$18.3K +1,665 +0.6%
CPRC
7
Consolidated Portfolio Review Corp
New York
$2.68M +$213K +19,349 +9%
Raymond James Financial
8
Raymond James Financial
Florida
$2.67M +$519K +47,213 +25%
PAG
9
Private Advisor Group
New Jersey
$2.51M +$90.1K +8,198 +4%
GC
10
Guggenheim Capital
Illinois
$2.42M -$191K -17,383 -7%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.8M +$112K +10,212 +7%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$1.52M -$8.65K -787 -0.6%
PMG
13
ProVise Management Group
Florida
$1.47M -$13.7K -1,250 -0.9%
Bank of America
14
Bank of America
North Carolina
$1.31M +$5.07K +461 +0.4%
Invesco
15
Invesco
Georgia
$1.18M +$103K +9,364 +10%
IWP
16
Insight Wealth Partners
Texas
$1.06M +$31.6K +2,874 +3%
SG
17
StoneX Group
New York
$1.01M +$73.9K +6,727 +8%
IPW
18
Invictus Private Wealth
Colorado
$831K -$207K -18,860 -20%
ASN
19
Advisory Services Network
Georgia
$805K -$14.6K -1,333 -2%
IA
20
IFP Advisors
Florida
$719K -$45.6K -4,153 -6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$692K +$17.7K +1,612 +3%
IWC
22
Integrated Wealth Concepts
Massachusetts
$622K -$29.6K -2,692 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$323K -$7.56K -688 -2%
MHS
24
M Holdings Securities
Oregon
$266K +$261K +23,725 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$245K -$36.6K -3,335 -13%

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.