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Union Pacific

2,607 hedge funds and large institutions have $119B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,019 increasing their positions, 982 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 96

8% more capital invested

Capital invested by funds: $110B → $119B (+$9.09B)

8% more funds holding in top 10

Funds holding in top 10: 4953 (+4)

2% more funds holding

Funds holding: 2,5622,607 (+45)

4% more repeat investments, than reductions

Existing positions increased: 1,019 | Existing positions reduced: 982

1% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.22B

0.18% less ownership

Funds ownership: 79.68%79.49% (-0.18%)

Holders
2,607
Holders Change
+45
Holders Change %
+1.76%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.76%
New
175
Increased
1,019
Reduced
982
Closed
96
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
2476
IAG Wealth Partners
Wisconsin
$49.3K
BLC
2477
Brown, Lisle/Cummings
Rhode Island
$47.3K
VAMG
2478
Voisard Asset Management Group
Michigan
$46.6K -$43.4K -179 -49%
MWA
2479
MFA Wealth Advisors
Pennsylvania
$46.3K
LFA
2480
Livelsberger Financial Advisory
Ohio
$45.6K +$44.9K +185 New
HGA
2481
Hobbs Group Advisors
South Carolina
$45.4K
IAS
2482
IMA Advisory Services
Colorado
$44.4K +$43.6K +180 New
AWM
2483
Abound Wealth Management
Tennessee
$43.5K +$1.21K +5 +3%
FNWA
2484
Financial Network Wealth Advisors
Utah
$43.1K -$1.46K -6 -3%
Optiver Holding
2485
Optiver Holding
Netherlands
$42.9K +$42.2K +174 New
OC
2486
Oakmont Corp
California
$41.9K
WWP
2487
WR Wealth Planners
Missouri
$41.2K -$17.2K -71 -30%
RBC
2488
Roble Belko & Company
Pennsylvania
$41K
RA
2489
Rational Advisors
New York
$40.9K -$6.3K -26 -14%
TCM
2490
Tradewinds Capital Management
Washington
$39.4K +$4.85K +20 +14%
AFS
2491
Annapolis Financial Services
Maryland
$37.7K
PWA
2492
Provenance Wealth Advisors
Florida
$37.2K
CA
2493
Centerpoint Advisors
Massachusetts
$37K
KPP
2494
Kings Path Partners
Texas
$36.2K
SCA
2495
Stuart Chaussee & Associates
California
$36.2K
MSWM
2496
Mowery & Schoenfeld Wealth Management
Illinois
$36K
GIS
2497
Grayhawk Investment Strategies
Alberta, Canada
$35.7K
VWA
2498
Valued Wealth Advisors
Utah
$35.3K -$6.3K -26 -15%
CCMI
2499
Creative Capital Management Investments
California
$34.8K
FGC
2500
Financial Gravity Companies
Texas
$33.3K +$32.7K +135 New

UNP Hedge Fund Activity: Q3 2024 in Review

2,607 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2024, worth a combined $119B — up 8.3% from $110B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new UNP positions and 96 closed out — a net gain of 79 holders — while 1,019 added to existing stakes and 982 trimmed.

The largest buyer was DZ Bank, adding an estimated $818M. The largest seller was Bank of America, cutting an estimated $344M.

  • 2,607 institutional investors held Union Pacific (UNP) as of Q3 2024, up from 2,562 in Q2 2024.
  • Funds reported $119B of Union Pacific stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 175 funds opened new Union Pacific positions in Q3 2024 and 96 closed out, a net change of +79 holders.
  • The largest Union Pacific buyer in Q3 2024 was DZ Bank, an estimated $818M added.
  • The largest Union Pacific seller in Q3 2024 was Bank of America, an estimated $344M sold.

Based on aggregated 13F filings for Q3 2024.