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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
GAA
2651
Global Assets Advisory
Florida
-$406K -1,795 Closed
BOSSRA
2652
B.O.S.S. Retirement Advisors
Utah
-$398K -1,759 Closed
CIS
2653
Custom Index Systems
New York
-$390K -1,725 Closed
TPWA
2654
TRUE Private Wealth Advisors
Oregon
-$375K -1,655 Closed
CWA
2655
Continuum Wealth Advisors
New York
-$367K -1,622 Closed
BHA
2656
Beech Hill Advisors
New York
-$362K -1,600 Closed
OTPPB
2657
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$348K -1,540 Closed
AWM
2658
Avaii Wealth Management
Wisconsin
-$330K -1,459 Closed
CT
2659
ClearAlpha Technologies
Connecticut
-$329K -1,455 Closed
AFP
2660
Alpha Financial Partners
Kentucky
-$329K -1,453 Closed
GCIM
2661
Gunn & Company Investment Management
Florida
-$316K -1,395 Closed
UBV
2662
United Bank (Virginia)
Virginia
-$308K -1,360 Closed
SWS
2663
SYSTM Wealth Solutions
Illinois
-$282K -1,247 Closed
MFS
2664
Mirabella Financial Services
United Kingdom
-$275K -1,215 Closed
EFA
2665
Evernest Financial Advisors
Indiana
-$275K -1,213 Closed
SLWA
2666
San Luis Wealth Advisors
California
-$262K -1,159 Closed
PCM
2667
Prelude Capital Management
New York
-$260K -1,150 Closed
MYIA
2668
Mount Yale Investment Advisors
Colorado
-$259K -1,145 Closed
PSP
2669
Principal Street Partners
Tennessee
-$253K -1,120 Closed
GAB
2670
German American Bancorp
Indiana
-$243K -1,076 Closed
LHC
2671
Little House Capital
Massachusetts
-$234K -1,032 Closed
CA
2672
CGN Advisors
Kansas
-$231K -1,021 Closed
GFA
2673
Gallagher Fiduciary Advisors
Illinois
-$216K -953 Closed
OR
2674
Olympiad Research
Connecticut
-$214K -948 Closed
STB
2675
S&T Bank
Pennsylvania
-$210K -928 Closed

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.