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Western Union
WU

Overview Fund Activity

465 hedge funds and large institutions have $3.3B invested in Western Union in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 165 increasing their positions, 146 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+18
Holders Change %
+4.03%
% of All Funds
6.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
80
Increased
165
Reduced
146
Closed
56
Calls
$26.3M
Puts
$19.1M
Net Calls
+$7.21M
Net Calls Change
-$2.59M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$307M
2
Invesco
2
Invesco
Georgia
$60M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$119M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$95.6M
5
UBS Group
5
UBS Group
Switzerland
$26.4M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$23.4M
3
Millennium Management
3
Millennium Management
New York
$15.9M
4
Bank of America
4
Bank of America
North Carolina
$6.58M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DMBA
426
Deseret Mutual Benefit Administrators
Utah
$3.9K -$25.5K -2,407 -87%
Optiver Holding
427
Optiver Holding
Netherlands
$3.25K -$5.25K -495 -62%
OIA
428
Optimum Investment Advisors
Illinois
$3.18K – – –
HI
429
Human Investing
Oregon
$3.03K +$3.03K +286 New
SWM
430
Spire Wealth Management
Virginia
$2.95K +$668 +63 +29%
WBC
431
West Branch Capital
Massachusetts
$2.93K – – –
SRCM
432
Signature Resources Capital Management
California
$2.69K – – –
TSMHT
433
Thurston Springer Miller Herd & Titak
Indiana
$2.28K – – –
SSB
434
Sandy Spring Bank
Maryland
$2.26K – – –
WAS
435
Winch Advisory Services
Wisconsin
$2.21K +$42 +4 +2%
SL
436
Salomon & Ludwin
Virginia
$2.14K – – –
WB
437
Webster Bank
Connecticut
$2.12K – – –
BWM
438
Bernard Wealth Management
Michigan
$2.12K +$2.12K +200 New
CSC
439
Caldwell Sutter Capital
California
$1.86K – – –
JWA
440
JFS Wealth Advisors
Pennsylvania
$1.72K +$509 +48 +42%
T
441
Transce3nd
Texas
$1.59K +$1.59K +150 New
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$1.38K – – –
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$1.36K -$5.38K -507 -80%
GM
444
GeoWealth Management
Illinois
$1.1K +$1.1K +104 New
MFT
445
Moisand Fitzgerald Tamayo
Florida
$1.06K – – –
HWM
446
Hemington Wealth Management
Virginia
$1K +$360 +45 +56%
LDB
447
Lee, Danner & Bass
Tennessee
$912 +$912 +86 New
BGAI
448
Bruce G. Allen Investments
Colorado
$806 +$297 +28 +58%
BIM
449
Breakwater Investment Management
Washington
$679 – – –
BF
450
BOK Financial
Oklahoma
$462 – – –
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18
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