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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
MYAM
326
Meiji Yasuda Asset Management
Japan
$127K -$4.54K -410 -3%
MFG
327
Merit Financial Group
Georgia
$126K +$132K +11,915 New
EI
328
Ethic Inc
New York
$125K -$41.7K -3,765 -24%
OWA
329
One Wealth Advisors
California
$125K -$115K -10,349 -47%
FTWA
330
Fifth Third Wealth Advisors
Ohio
$119K -$4.85K -438 -4%
BCWM
331
Bartlett & Co Wealth Management
Ohio
$118K
AI
332
Atria Investments
North Carolina
$116K -$87.6K -7,905 -42%
ASN
333
Advisory Services Network
Georgia
$116K +$121K +10,940 New
BPAMU
334
BTG Pactual Asset Management US
New York
$114K +$120K +10,786 New
KTC
335
Kentucky Trust Company
Kentucky
$113K +$118K +10,620 New
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$112K +$5.63K +508 +5%
DIM
337
Delta Investment Management
California
$111K +$116K +10,477 New
RA
338
Royce & Associates
New York
$110K -$8.37K -755 -7%
P
339
&Partners
Tennessee
$109K +$115K +10,364 New
AF
340
Allworth Financial
California
$103K +$98.3K +8,876 +783%
AT
341
Avalon Trust
New Mexico
$91.2K
PAM
342
Parvin Asset Management
South Dakota
$91.2K +$95.3K +8,600 New
PFBT
343
Parkside Financial Bank & Trust
Missouri
$87.8K +$88.8K +8,013 +2,946%
CT
344
Caldwell Trust
Florida
$85.7K -$820 -74 -0.9%
QL
345
Quarry LP
New York
$85.3K +$61.1K +5,515 +218%
HCP
346
Hexagon Capital Partners
Arkansas
$80.7K -$19K -1,713 -18%
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80K +$13.8K +1,250 +20%
US Bancorp
348
US Bancorp
Minnesota
$69.1K -$4.89K -441 -6%
PS
349
Principal Securities
Iowa
$68.6K -$4.25K -384 -6%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$67.5K +$22.1K +1,993 +46%

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.