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WEA

Western Asset Premier Bond Fund

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: 3938 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.7M +$308K +27,798 +1%
SIA
2
Sit Investment Associates
Minnesota
$10.8M +$549K +49,505 +5%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$5.4M -$2.27K -205 -0%
WA
4
Whipplewood Advisors
Colorado
$4.05M +$1.03M +93,357 +34%
LPL Financial
5
LPL Financial
California
$3.58M +$468K +42,252 +15%
GC
6
Guggenheim Capital
Illinois
$2.96M +$589K +53,119 +25%
1CP
7
1607 Capital Partners
Virginia
$2.82M -$565K -51,000 -17%
Raymond James Financial
8
Raymond James Financial
Florida
$2.61M -$11.4K -1,030 -0.4%
PAG
9
Private Advisor Group
New Jersey
$2.48M +$13.1K +1,185 +0.5%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$2.12M +$361K +32,569 +20%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$1.44M -$47K -4,243 -3%
PMG
12
ProVise Management Group
Florida
$1.34M -$102K -9,214 -7%
Invesco
13
Invesco
Georgia
$1.3M +$139K +12,518 +12%
Bank of America
14
Bank of America
North Carolina
$1.26M -$22.1K -1,994 -2%
IPW
15
Invictus Private Wealth
Colorado
$1.09M +$280K +25,237 +34%
IWP
16
Insight Wealth Partners
Texas
$1.05M +$5.11K +461 +0.5%
ASN
17
Advisory Services Network
Georgia
$791K +$22 +2 +0%
SG
18
StoneX Group
New York
$745K -$244K -22,007 -25%
IWC
19
Integrated Wealth Concepts
Massachusetts
$611K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$318K +$754 +68 +0.2%
MHS
21
M Holdings Securities
Oregon
$271K +$9.43K +851 +4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$246K +$4.99K +450 +2%
MWA
23
Medallion Wealth Advisors
Connecticut
$203K
MWM
24
Melfa Wealth Management
Massachusetts
$191K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$187K -$495K -44,667 -73%

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.