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
-112,700
Closed -$900K – 2719
2025
Q3 		$900K Buy
112,700
+66,300
+143% +$554K ﹤0.01% 2142
2025
Q2 		$391K Buy
+46,400
New +$441K ﹤0.01% 2238
2024
Q1 		– Sell
-39,600
Closed -$472K – 2309
2023
Q4 		$472K Sell
39,600
-65,800
-62% -$803K ﹤0.01% 1995
2023
Q3 		$1.39M Sell
105,400
-61,300
-37% -$751K ﹤0.01% 1519
2023
Q2 		$1.96M Buy
166,700
+61,800
+59% +$712K 0.01% 1198
2023
Q1 		$1.17M Buy
104,900
+79,900
+320% +$1.04M 0.01% 1229
2022
Q4 		$344K Buy
+25,000
New +$345K ﹤0.01% 1324
2022
Q3 		– Sell
-16,000
Closed -$264K – 1689
2022
Q2 		$264K Sell
16,000
-5,500
-26% -$97K ﹤0.01% 1350
2022
Q1 		$403K Buy
21,500
+7,900
+58% +$146K ﹤0.01% 1344
2021
Q4 		$243K Buy
+13,600
New +$251K ﹤0.01% 1540
2021
Q1 		– Sell
-18,100
Closed -$397K – 1637
2020
Q4 		$397K Sell
18,100
-10,500
-37% -$228K ﹤0.01% 1164
2020
Q3 		$613K Sell
28,600
-8,600
-23% -$195K 0.01% 1001
2020
Q2 		$804K Sell
37,200
-4,500
-11% -$91.4K 0.01% 757
2020
Q1 		$756K Buy
41,700
+30,700
+279% +$753K 0.01% 888
2019
Q4 		$295K Buy
+11,000
New +$285K ﹤0.01% 1606
2015
Q4 		– Sell
-11,300
Closed -$207K – 1752
2015
Q3 		$207K Sell
11,300
-10,900
-49% -$207K ﹤0.01% 1325
2015
Q2 		$451K Buy
+22,200
New +$473K 0.01% 1113
2014
Q2 		– Sell
-28,700
Closed -$470K – 1972
2014
Q1 		$470K Sell
28,700
-87,100
-75% -$1.42M 0.01% 1278
2013
Q4 		$2M Buy
115,800
+6,900
+6% +$121K 0.02% 700
2013
Q3 		$2.03M Buy
+108,900
New +$1.96M 0.03% 639

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.