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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
AF
376
Advisornet Financial
Minnesota
$19.1K +$19.8K +1,790 +17,900%
PB
377
Pinnacle Bancorp
Nebraska
$18.6K
LFG
378
Larson Financial Group
Missouri
$18.3K +$1.44K +130 +8%
FHA
379
First Horizon Advisors
Tennessee
$18.2K +$2.76K +249 +17%
SAM
380
Smartleaf Asset Management
Massachusetts
$17.3K +$4.21K +380 +30%
CT
381
Colonial Trust
South Carolina
$17.2K +$18K +1,627 New
FMP
382
Financial Management Professionals
Texas
$17.2K
GCM
383
Gables Capital Management
Florida
$17.1K
GRP
384
Global Retirement Partners
California
$17K -$3.42K -309 -16%
TF
385
Tandem Financial
Colorado
$17K +$17.7K +1,600 New
WTC
386
WhitTier Trust Company
Nevada
$16.9K
WA
387
WPG Advisers
Maryland
$16.4K +$17.2K +1,549 New
PTC
388
Private Trust Company
Ohio
$16.2K
FMB
389
Field & Main Bank
Kentucky
$15.9K
BLC
390
Brown, Lisle/Cummings
Rhode Island
$15.3K
HIM
391
Hillsdale Investment Management
Ontario, Canada
$14.8K +$15.5K +1,400 New
BIA
392
Bell Investment Advisors
California
$14.8K +$11.5K +1,039 +291%
BWAM
393
Boyd Watterson Asset Management
Ohio
$14.4K
MCM
394
Manchester Capital Management
Vermont
$14.2K +$7.73K +698 +108%
Bessemer Group
395
Bessemer Group
New Jersey
$14K +$6.11K +551 +68%
GI
396
GAMMA Investing
California
$14K +$12.1K +1,089 +471%
RIL
397
Rothschild Investment LLC
Illinois
$13K +$576 +52 +4%
RA
398
Rise Advisors
New York
$12.8K +$288 +26 +2%
W
399
WealthCollab
Washington
$12.7K -$12.7K -1,149 -49%
MCM
400
MV Capital Management
Maryland
$12.7K +$166 +15 +1%

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.