We are live on ! Find out more
WU icon

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
HSBC Holdings
251
HSBC Holdings
United Kingdom
$296K -$18.2K -1,640 -6%
KPWS
252
Kestra Private Wealth Services
Texas
$295K -$88.7K -8,003 -22%
VI
253
Vestcor Inc
New Brunswick, Canada
$283K +$296K +26,692 New
CCIA
254
Campbell & Co Investment Adviser
Maryland
$280K -$7.13K -643 -2%
EMPI
255
Elo Mutual Pension Insurance
Finland
$275K +$288K +25,960 New
SAM
256
Securian Asset Management
Minnesota
$271K -$8.08K -729 -3%
LIA
257
Lynx Investment Advisory
District of Columbia
$263K +$3.85K +347 +1%
IPW
258
Impact Partnership Wealth
Georgia
$260K -$119K -10,754 -30%
VA
259
Vident Advisory
Georgia
$254K +$40K +3,614 +18%
MGP
260
Metis Global Partners
California
$251K -$33.6K -3,035 -11%
Group One Trading
261
Group One Trading
Illinois
$251K +$59.3K +5,353 +29%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$236K +$10.9K +982 +5%
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$235K +$245K +22,156 New
Creative Planning
264
Creative Planning
Kansas
$234K +$11.4K +1,029 +5%
USAA
265
United Services Automobile Association
Texas
$232K
William Blair & Company
266
William Blair & Company
Illinois
$232K -$25.4K -2,296 -9%
PCS
267
Personal CFO Solutions
New Jersey
$221K -$1.3K -117 -0.6%
AAM
268
Auxier Asset Management
Oregon
$219K -$27.7K -2,504 -11%
MW
269
Maia Wealth
Colorado
$219K +$234K +21,101 New
AWM
270
AE Wealth Management
Kansas
$219K +$81.2K +7,328 +55%
AIMCA
271
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$218K +$228K +20,600 New
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$214K
IA
273
IFP Advisors
Florida
$214K +$46.8K +4,225 +26%
Truist Financial
274
Truist Financial
North Carolina
$214K -$22.9K -2,064 -9%
OAM
275
Oxford Asset Management
United Kingdom
$214K +$224K +20,173 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.