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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
TWP
2676
Triad Wealth Partners
Kansas
-$205K -907 Closed
PPG
2677
Peak Planning Group
Colorado
-$204K -901 Closed
3IP
2678
3Chopt Investment Partners
Virginia
-$203K -898 Closed
VCP
2679
Verus Capital Partners
Arizona
-$201K -888 Closed
LP
2680
LMR Partners
United Kingdom
-$146K -602 Closed
WFS
2681
Widmann Financial Services
Maryland
-$113K -500 Closed
LTI
2682
Laffer Tengler Investments
Tennessee
-$99.1K -438 Closed
GI
2683
Gradient Investments
Minnesota
-$90.3K -399 Closed
MB
2684
Mizuho Bank
Japan
-$83.7K -370 Closed
VAG
2685
VisionPoint Advisory Group
Texas
-$79K -349 Closed
RFG
2686
RFP Financial Group
Georgia
-$78.3K -346 Closed
KFS
2687
Kelly Financial Services
Massachusetts
-$71.8K -317 Closed
CHA
2688
Carmichael Hill & Associates
Maryland
-$63.5K -262 Closed
AFIA
2689
America First Investment Advisors
Nebraska
-$56.4K -249 Closed
CP
2690
Camelot Portfolios
Ohio
-$52K -230 Closed
TSWM
2691
Tyler-Stone Wealth Management
Ohio
-$36K -159 Closed
CC
2692
Cultivar Capital
Texas
-$27.2K -120 Closed
DWS
2693
Dynamic Wealth Strategies
California
-$24K -107 Closed
BFA
2694
BBJS Financial Advisors
Washington
-$20.4K -90 Closed
OCM
2695
Orion Capital Management
California
-$18.8K -83 Closed
NFSG
2696
Newbridge Financial Services Group
Florida
-$15.6K -69 Closed
FW
2697
Fairway Wealth
Ohio
-$13.1K -58 Closed
WAG
2698
Wiser Advisor Group
Arizona
-$11.1K -50 Closed
UWS
2699
Unique Wealth Strategies
Illinois
-$10.3K -42 Closed
BIM
2700
Breakwater Investment Management
Washington
-$7.47K -33 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.