We are live on ! Find out more
UNP icon

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
NAAA
2551
New Age Alpha Advisors
New York
$17.3K +$17K +70 New
FIA
2552
FNY Investment Advisers
New York
$17K +$17.2K +71 New
BGA
2553
Battery Global Advisors
Massachusetts
$16.7K +$16.5K +68 New
KSWA
2554
Kathleen S. Wright Associates
Pennsylvania
$16K
UFF
2555
USA Financial Formulas
Michigan
$15.5K -$21.1K -87 -58%
HWP
2556
Highline Wealth Partners
California
$15.3K +$2.42K +10 +19%
BHWM
2557
Beaird Harris Wealth Management
Texas
$15.3K +$12.1K +50 +417%
FAM
2558
Flaharty Asset Management
Florida
$14.8K +$14.5K +60 New
GGI
2559
Godsey & Gibb Inc
Virginia
$12.8K +$12.6K +52 New
LWA
2560
Lowe Wealth Advisors
Maryland
$12.3K
TFIAP
2561
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$12.3K
PCM
2562
Penserra Capital Management
California
$12K
KHC
2563
Koesten Hirschmann & Crabtree
Kansas
$11.8K
DPW
2564
DiNuzzo Private Wealth
Pennsylvania
$11.6K -$242 -1 -2%
PCWA
2565
Pacific Capital Wealth Advisors
California
$11.6K +$1.94K +8 +21%
WFA
2566
West Financial Advisors
Iowa
$11.6K +$11.4K +47 New
RFG
2567
REAP Financial Group
Texas
$11.3K +$11.2K +46 New
SIC
2568
SJS Investment Consulting
Ohio
$11.1K -$242 -1 -2%
LFA
2569
Legend Financial Advisors
Pennsylvania
$10.1K
RAM
2570
Riggs Asset Management
Pennsylvania
$9.86K
TCM
2571
TD Capital Management
Tennessee
$9.86K
PCM
2572
Perritt Capital Management
Illinois
$9.82K
ETS
2573
ESL Trust Services
New York
$9.12K -$12.1K -50 -57%
EIM
2574
Essex Investment Management
Massachusetts
$8.63K
SFA
2575
Semmax Financial Advisors
North Carolina
$8.46K -$5.09K -21 -38%

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.