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Western Union

468 hedge funds and large institutions have $3.32B invested in Western Union in 2024 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 166 increasing their positions, 149 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $19.1M

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

11% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 149

3% more funds holding

Funds holding: 453468 (+15)

2.05% more ownership

Funds ownership: 90.68%92.73% (+2%)

9% less capital invested

Capital invested by funds: $3.65B → $3.32B (-$333M)

Holders
468
Holders Change
+15
Holders Change %
+3.31%
% of All Funds
6.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
79
Increased
166
Reduced
149
Closed
58
Calls
$26.3M
Puts
$19.1M
Net Calls
+$7.21M
Net Calls Change
-$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$494K -$1.68M -151,357 -76%
DADC
227
D.A. Davidson & Co
Montana
$486K +$17.3K +1,565 +4%
TRCT
228
Tower Research Capital (TRC)
New York
$484K +$327K +29,523 +183%
OTL
229
Oak Thistle LLC
New York
$476K +$498K +44,918 New
Nomura Holdings
230
Nomura Holdings
Japan
$475K +$497K +44,822 New
DZ Bank
231
DZ Bank
Germany
$473K +$494K +44,612 New
X
232
Xponance
Pennsylvania
$464K +$9.73K +878 +2%
AAM
233
Advisors Asset Management
Colorado
$458K -$189K -17,084 -28%
KFA
234
Krane Funds Advisors
New York
$456K +$94.2K +8,505 +25%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$444K -$446K -40,260 -49%
CCP
236
Clifford Capital Partners
Utah
$441K -$215K -19,363 -32%
BPA
237
Beacon Pointe Advisors
California
$425K -$375K -33,806 -46%
NSEDCP
238
NJ State Employees Deferred Compensation Plan
New Jersey
$424K
EC
239
EntryPoint Capital
New York
$413K +$432K +38,965 New
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$380K -$11K -989 -3%
IWC
241
Integrated Wealth Concepts
Massachusetts
$366K -$147K -13,234 -28%
CA
242
Clearstead Advisors
Ohio
$366K
HighTower Advisors
243
HighTower Advisors
Illinois
$356K -$3.54K -319 -0.9%
MML Investors Services
244
MML Investors Services
Massachusetts
$345K +$37.1K +3,345 +11%
AWS
245
Atria Wealth Solutions
New York
$343K -$55.8K -5,037 -13%
SA
246
Sanctuary Advisors
Indiana
$341K +$52.7K +4,752 +17%
Envestnet Portfolio Solutions
247
Envestnet Portfolio Solutions
Illinois
$338K +$58K +5,232 +20%
KRSITF
248
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$337K +$217K +19,557 New
LRIC
249
Long Road Investment Counsel
Michigan
$335K
I
250
InceptionR
California
$328K +$343K +30,912 New

WU Hedge Fund Activity: Q4 2024 in Review

468 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2024, worth a combined $3.32B — down 9.1% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new WU positions and 58 closed out — a net gain of 21 holders — while 166 added to existing stakes and 149 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $49M. The largest seller was Jupiter Asset Management, exiting entirely with an estimated $82.9M sold.

  • 468 institutional investors held Western Union (WU) as of Q4 2024, up from 453 in Q3 2024.
  • Funds reported $3.32B of Western Union stock for Q4 2024, down 9.1% quarter-over-quarter.
  • 79 funds opened new Western Union positions in Q4 2024 and 58 closed out, a net change of +21 holders.
  • The largest Western Union buyer in Q4 2024 was T. Rowe Price Associates, an estimated $49M added.
  • The largest Western Union seller in Q4 2024 was Jupiter Asset Management, an estimated $82.9M sold.

Based on aggregated 13F filings for Q4 2024.