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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
PS
2576
Planned Solutions
California
$7.8K +$7.76K +32 New
HWM
2577
Horizons Wealth Management
North Carolina
$7.64K
IHWM
2578
Iron Horse Wealth Management
Iowa
$7.64K
MWA
2579
Miller Wealth Advisors
Colorado
$7.25K
PIS
2580
POM Investment Strategies
North Carolina
$6.9K -$13.8K -57 -67%
JFG
2581
JDM Financial Group
Texas
$6.66K +$2.18K +9 +50%
MAM
2582
Morse Asset Management
Connecticut
$6.66K +$6.55K +27 New
CJH
2583
Christopher J. Hasenberg
Wisconsin
$6.65K
CWA
2584
Carolina Wealth Advisors
South Carolina
$6.41K +$6.3K +26 New
CAM
2585
Creekmur Asset Management
Illinois
$6.16K -$26.9K -111 -82%
NFA
2586
Northwest Financial Advisors
Virginia
$5.67K +$5.58K +23 New
CCA
2587
Criterion Capital Advisors
Tennessee
$5.66K
WCM
2588
Westend Capital Management
California
$5.42K
PA
2589
PSI Advisors
Florida
$5.18K
PP
2590
PFS Partners
New Jersey
$5.07K +$242 +1 +5%
TWD
2591
True Wealth Design
Ohio
$4.93K -$242 -1 -5%
FRA
2592
Front Row Advisors
California
$4.93K
APC
2593
Aspire Private Capital
North Carolina
$4.51K
MIA
2594
MeadowBrook Investment Advisors
Michigan
$4.19K
PS
2595
PayPay Securities
Japan
$3.94K +$2.67K +11 +220%
CA
2596
Claris Advisors
Missouri
$3.2K +$3.15K +13 New
RS
2597
Rakuten Securities
Japan
$2.22K -$25K -103 -92%
WOC
2598
West Oak Capital
California
$2.08K
NMM
2599
Naples Money Management
Florida
$1.48K +$1.46K +6 New
CAM
2600
Chesapeake Asset Management
New York
$1.23K +$1.21K +5 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.