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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
AWM
426
Avior Wealth Management
Nebraska
$4.24K
CSB
427
City State Bank
Iowa
$4.19K
RTL
428
Red Tortoise LLC
Georgia
$4.08K -$3.27K -295 -43%
DMBA
429
Deseret Mutual Benefit Administrators
Utah
$3.9K -$26.7K -2,407 -87%
Optiver Holding
430
Optiver Holding
Netherlands
$3.25K -$5.49K -495 -62%
OIA
431
Optimum Investment Advisors
Illinois
$3.18K
HI
432
Human Investing
Oregon
$3.03K +$3.17K +286 New
SWM
433
Spire Wealth Management
Virginia
$2.95K +$698 +63 +29%
WBC
434
West Branch Capital
Massachusetts
$2.93K
SRCM
435
Signature Resources Capital Management
California
$2.69K
TSMHT
436
Thurston Springer Miller Herd & Titak
Indiana
$2.28K
SSB
437
Sandy Spring Bank
Maryland
$2.26K
WAS
438
Winch Advisory Services
Wisconsin
$2.21K +$44 +4 +2%
SL
439
Salomon & Ludwin
Virginia
$2.14K
WB
440
Webster Bank
Connecticut
$2.12K
BWM
441
Bernard Wealth Management
Michigan
$2.12K +$2.22K +200 New
CSC
442
Caldwell Sutter Capital
California
$1.85K
JWA
443
JFS Wealth Advisors
Pennsylvania
$1.72K +$532 +48 +42%
T
444
Transce3nd
Texas
$1.59K +$1.66K +150 New
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$1.38K
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$1.36K -$5.62K -507 -80%
GM
447
GeoWealth Management
Illinois
$1.1K +$1.15K +104 New
MFT
448
Moisand Fitzgerald Tamayo
Florida
$1.06K
HWM
449
Hemington Wealth Management
Virginia
$1K +$499 +45 +56%
LDB
450
Lee, Danner & Bass
Tennessee
$912 +$953 +86 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.