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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$403M +$3.52M +317,711 +0.8%
BlackRock
2
BlackRock
New York
$354M -$2.74M -247,176 -0.7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$307M +$49M +4,426,126 +18%
State Street
4
State Street
Massachusetts
$139M +$1.98M +178,809 +1%
Charles Schwab
5
Charles Schwab
California
$132M +$6.09M +549,931 +5%
AQR Capital Management
6
AQR Capital Management
Connecticut
$119M +$34.9M +3,146,395 +39%
LSV Asset Management
7
LSV Asset Management
Illinois
$109M -$2.81M -253,900 -2%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$95.6M +$24.3M +2,194,403 +32%
Capital Research Global Investors
9
Capital Research Global Investors
California
$81.3M +$48.4K +4,366 +0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$75.3M -$842K -76,015 -1%
Northern Trust
11
Northern Trust
Illinois
$74.9M +$463K +41,772 +0.6%
Allianz Asset Management
12
Allianz Asset Management
Germany
$72.7M -$12.6M -1,137,479 -14%
DG
13
Discerene Group
Connecticut
$70.8M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$66.8M +$20.6M +1,857,012 +42%
Invesco
15
Invesco
Georgia
$60M +$42M +3,792,683 +203%
Morgan Stanley
16
Morgan Stanley
New York
$57M +$18.2M +1,639,381 +44%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$53.8M +$4.75M +428,856 +9%
First Trust Advisors
18
First Trust Advisors
Illinois
$37.7M +$5.41M +487,865 +16%
BAM
19
Brickwood Asset Management
United Kingdom
$31.2M +$32.6M +2,941,229 New
Macquarie Group
20
Macquarie Group
Australia
$31.1M +$736K +66,438 +2%
Ameriprise
21
Ameriprise
Minnesota
$27.9M +$7.43M +670,480 +34%
WCM
22
Wedge Capital Management
North Carolina
$27.4M -$619K -55,835 -2%
UBS Group
23
UBS Group
Switzerland
$26.4M +$24.2M +2,188,066 +727%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$26.1M +$16.4M +1,479,751 +151%
Citadel Advisors
25
Citadel Advisors
Florida
$23.4M -$64.3M -5,804,618 -72%

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.