Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WESTERN UN CO (WU)

457 + Investors. Track Smart Money conviction in WU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — WU

Based on 441 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
441 hedge funds hold WU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WU is almost the same as a year ago (+14 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

260 buying208 selling
Last quarter: 260 funds bought or added vs 208 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new WU position: 68 → 71 → 65 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 15% medium ■ 20% new
290 out of 441 hedge funds have held WU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +25% but shares only +7% — price-driven

Value
+24%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

67 → 68 → 71 → 65 → 99 new funds/Q
New funds entering each quarter: 68 → 71 → 65 → 99. A growing number of institutions are discovering WU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 8% 1-2yr ■ 22% new
Of 457 current holders: 319 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
39 of 441 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in WU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WU

How many hedge funds hold WU — quarterly history vs. share price
Quarterly hedge fund ownership of WU vs. share price

Market Analysis: WU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WU

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

67 top-rated funds 5 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: WU
2026 Q1 Stats Unlock in 20 days 457 + Investors

Track Smart Money conviction in WU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 457 424 7.78%
13F Shares 337M 314M 7.42%
Total Value $3.13B $2.51B 24.72%
New Positions 101 66 +35
Increased Positions 186 173 +13
Closed Positions 69 84 -15
Reduced Positions 159 164 -5
Total Calls 8 8 -
Total Puts 9 10 -10.0%
PUT/CALL Ratio 1.12 1.25 Neutral

Statistics: WU

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

457 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WU. Verified SEC 13F-HR filings.

Top 25 institutional holders of WU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brickwood Asset Management LLP 23.17% 3,537,577 $30.9M
2 TSP Capital Management Group, LLC 2.33% 1,091,864 $9.5M
3 Gilman Hill Asset Management, LLC 1.05% 799,012 $7.0M
4 Waycross Investment Management Co 0.89% 107,277 $937K
5 Range Financial Group LLC 0.59% 202,520 $1.8M
6 Friedenthal Financial 0.54% 122,541 $1.1M
7 Michels Family Financial, LLC 0.26% 41,488 $362K
8 TRED AVON FAMILY WEALTH, LLC 0.22% 76,615 $669K
9 Oak Thistle LLC 0.22% 258,339 $2.3M
10 Park Capital Management, LLC / WI 0.17% 20,311 $177K
11 EDMP, INC. 0.14% 20,067 $175K
12 Elevated Capital Advisors, LLC 0.13% 59,924 $523K
13 REXFORD CAPITAL INC 0.13% 20,562 $180K
14 ROWLANDMILLER & PARTNERS.ADV 0.12% 67,488 —
15 OLD NATIONAL BANCORP /IN/ 0.12% 814,364 $7.1M
16 Carolina Wealth Advisors, LLC 0.11% 29,940 $261K
17 SILVERLAKE WEALTH MANAGEMENT LLC 0.11% 59,609 $520K
18 William B. Walkup & Associates, Inc. 0.10% 15,070 $159K
19 Curat Global, LLC 0.09% 10,970 $96K
20 SEVEN MILE ADVISORY 0.09% 14,162 $124K
21 DGS Capital Management, LLC 0.09% 60,181 $525K
22 Brooklyn Investment Group 0.09% 311,646 $2.7M
23 Counterpoint Mutual Funds LLC 0.08% 63,428 $554K
24 CWA Asset Management Group, LLC 0.08% 263,033 $2.3M
25 Peak Wealth Management LLC 0.08% 10,500 $92K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WESTERN UN CO (WU)

What does the Smart Money Trend signal show for WU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WU?

Slight buying edge — 56% buying: Last quarter: 260 funds bought or added vs 208 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WU holders?

Elite ownership — 45% AUM from top-100 funds: 39 of 441 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in WU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WU?

66% of holders stayed for 2+ years: 290 out of 441 hedge funds have held WU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.