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
Q4 		– Sell
-267,100
Closed -$2.13M – 2718
2025
Q3 		$2.13M Buy
267,100
+190,900
+251% +$1.6M 0.01% 1753
2025
Q2 		$642K Buy
+76,200
New +$724K ﹤0.01% 2140
2025
Q1 		– Sell
-23,800
Closed -$252K – 2392
2024
Q4 		$252K Hold
23,800
– – ﹤0.01% 1978
2024
Q3 		$284K Sell
23,800
-400
-2% -$4.83K ﹤0.01% 1915
2024
Q2 		$296K Hold
24,200
– – ﹤0.01% 1821
2024
Q1 		$338K Sell
24,200
-58,400
-71% -$752K ﹤0.01% 1909
2023
Q4 		$985K Sell
82,600
-51,400
-38% -$627K ﹤0.01% 1836
2023
Q3 		$1.77M Sell
134,000
-142,200
-51% -$1.74M 0.01% 1418
2023
Q2 		$3.24M Buy
276,200
+121,500
+79% +$1.4M 0.01% 1014
2023
Q1 		$1.72M Buy
154,700
+106,600
+222% +$1.39M 0.01% 1105
2022
Q4 		$662K Buy
+48,100
New +$664K ﹤0.01% 1218
2022
Q3 		– Sell
-31,600
Closed -$520K – 1687
2022
Q2 		$520K Sell
31,600
-12,600
-29% -$222K ﹤0.01% 1240
2022
Q1 		$828K Buy
44,200
+20,500
+86% +$379K 0.01% 1202
2021
Q4 		$423K Buy
+23,700
New +$437K ﹤0.01% 1468
2020
Q4 		– Sell
-11,600
Closed -$249K – 1595
2020
Q3 		$249K Sell
11,600
-5,900
-34% -$134K ﹤0.01% 1152
2020
Q2 		$378K Sell
17,500
-80,300
-82% -$1.63M 0.01% 905
2020
Q1 		$1.77M Buy
97,800
+89,700
+1,107% +$2.2M 0.03% 564
2019
Q4 		$217K Buy
+8,100
New +$210K ﹤0.01% 1728
2017
Q2 		– Sell
-10,300
Closed -$210K – 1774
2017
Q1 		$210K Buy
+10,300
New +$210K ﹤0.01% 1383
2014
Q2 		– Sell
-25,100
Closed -$411K – 1970
2014
Q1 		$411K Sell
25,100
-90,900
-78% -$1.48M 0.01% 1329
2013
Q4 		$2M Buy
116,000
+34,000
+41% +$596K 0.02% 698
2013
Q3 		$1.53M Buy
+82,000
New +$1.47M 0.02% 730

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.