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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
BGAI
451
Bruce G. Allen Investments
Colorado
$806 +$310 +28 +58%
BIM
452
Breakwater Investment Management
Washington
$679
BF
453
BOK Financial
Oklahoma
$462
DPW
454
DiNuzzo Private Wealth
Pennsylvania
$456 -$33 -3 -7%
Kayne Anderson Rudnick Investment Management
455
Kayne Anderson Rudnick Investment Management
California
$392
SIC
456
SJS Investment Consulting
Ohio
$382 -$211 -19 -35%
OSNBOA
457
Old Second National Bank of Aurora
Illinois
$223 +$233 +21 New
CA
458
CoreCap Advisors
Michigan
$201
CTC
459
Central Trust Company
Missouri
$191
NMG
460
New Millennium Group
Utah
$170 +$177 +16 New
VWM
461
Valley Wealth Managers
New Jersey
$159
GFPC
462
Global Financial Private Client
Florida
$138 +$144 +13 New
PWM
463
Parkworth Wealth Management
California
$138 +$144 +13 New
SWA
464
SOA Wealth Advisors
New York
$67
CAWM
465
Capital A Wealth Management
Pennsylvania
$64 +$66 +6 New
Toronto Dominion Bank
466
Toronto Dominion Bank
Ontario, Canada
$49 +$55 +5 New
OP
467
ORG Partners
Indiana
$6
JAM
468
Jupiter Asset Management
United Kingdom
-$82.9M -6,952,570 Closed
Marshall Wace
469
Marshall Wace
United Kingdom
-$24.5M -2,055,389 Closed
DGM
470
Delta Global Management
New York
-$22.4M -1,877,286 Closed
KCM
471
Kodai Capital Management
Illinois
-$22.3M -1,867,218 Closed
FP
472
Foundry Partners
Minnesota
-$8.12M -681,002 Closed
TC
473
TwinBeech Capital
New York
-$5.33M -446,896 Closed
BGIM
474
Brandywine Global Investment Management
Pennsylvania
-$3.05M -257,475 Closed
IMRF
475
Illinois Municipal Retirement Fund
Illinois
-$1.95M -163,418 Closed

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.