Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Western Union WU Stock Holding History

Capital Fund Management (CFM)’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-29,866
Closed -$250K – 2725
2025
Q2 		$251K Buy
+29,866
New +$284K ﹤0.01% 2294
2024
Q3 		– Sell
-521,091
Closed -$6.29M – 2175
2024
Q2 		$6.37M Sell
521,091
-72,656
-12% -$944K 0.02% 849
2024
Q1 		$8.3M Sell
593,747
-703,684
-54% -$9.06M 0.02% 831
2023
Q4 		$15.5M Sell
1,297,431
-79,009
-6% -$964K 0.04% 565
2023
Q3 		$18.1M Sell
1,376,440
-88,360
-6% -$1.08M 0.06% 389
2023
Q2 		$17.2M Buy
1,464,800
+1,356,058
+1,247% +$15.6M 0.07% 381
2023
Q1 		$1.21M Buy
+108,742
New +$1.42M 0.01% 1214
2022
Q3 		– Sell
-161,980
Closed -$2.67M – 1688
2022
Q2 		$2.67M Buy
161,980
+54,530
+51% +$961K 0.02% 733
2022
Q1 		$2.01M Buy
107,450
+10,644
+11% +$197K 0.02% 950
2021
Q4 		$1.73M Buy
+96,806
New +$1.79M 0.01% 1091
2021
Q3 		– Sell
-22,778
Closed -$523K – 1821
2021
Q2 		$523K Sell
22,778
-440,394
-95% -$11M ﹤0.01% 1297
2021
Q1 		$11.4M Sell
463,172
-22,365
-5% -$527K 0.13% 205
2020
Q4 		$10.7M Sell
485,537
-204,124
-30% -$4.43M 0.1% 243
2020
Q3 		$14.8M Buy
689,661
+217,669
+46% +$4.94M 0.18% 150
2020
Q2 		$10.2M Buy
+471,992
New +$9.58M 0.16% 182
2016
Q1 		– Sell
-293,709
Closed -$5.26M – 1895
2015
Q4 		$5.26M Buy
+293,709
New +$5.55M 0.05% 432
2014
Q2 		– Sell
-833,664
Closed -$13.6M – 1971
2014
Q1 		$13.6M Buy
833,664
+559,854
+204% +$9.12M 0.17% 132
2013
Q4 		$4.72M Buy
+273,810
New +$4.8M 0.06% 401

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Capital Fund Management (CFM)'s WU Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of Western Union (WU) in Q3 2025, closing a stake of 29,866 shares — an estimated $250K sold.

Capital Fund Management (CFM) first reported a position in WU in Q4 2013 and held it in 18 quarters. The position peaked at $18.1M in Q3 2023. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 29,866 Western Union shares in Q3 2025, an estimated $250K.
  • Capital Fund Management (CFM) first reported a position in Western Union in Q4 2013 and held it in 18 quarters.
  • Capital Fund Management (CFM)'s Western Union position peaked at $18.1M in Q3 2023.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.