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
VFA
826
Valeo Financial Advisors
Indiana
$3.9M +$87.5K +361 +2%
DWM
827
Dakota Wealth Management
Florida
$3.9M +$54.8K +226 +1%
CW
828
CreativeOne Wealth
Kansas
$3.9M +$244K +1,008 +7%
Capstone Investment Advisors
829
Capstone Investment Advisors
New York
$3.9M -$2.7M -11,133 -41%
CTI
830
Community Trust & Investment
Kentucky
$3.89M +$128K +529 +3%
CIMLRA
831
CBRE Investment Management Listed Real Assets
Pennsylvania
$3.88M +$1.42M +5,841 +59%
FIM
832
Fruth Investment Management
Texas
$3.87M -$284K -1,172 -7%
TCOT
833
Trust Company of Toledo
Ohio
$3.87M +$102K +419 +3%
FTWA
834
Fifth Third Wealth Advisors
Ohio
$3.85M +$1.42M +5,840 +60%
BIM
835
Baldwin Investment Management
Pennsylvania
$3.85M -$40K -165 -1%
SWM
836
Spire Wealth Management
Virginia
$3.84M -$2.86M -11,787 -43%
CA
837
CoreCap Advisors
Michigan
$3.84M +$3.78M +15,570 New
CC
838
Cadinha & Co
Hawaii
$3.84M +$3.64K +15 +0.1%
LOAMS
839
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.83M +$3.77M +15,532 New
FB
840
Fulton Bank
Pennsylvania
$3.81M -$477K -1,969 -11%
APF
841
Alaska Permanent Fund
Alaska
$3.8M
BCM
842
Bretton Capital Management
California
$3.78M +$3.72M +15,350 New
MCP
843
Martin Capital Partners
Oregon
$3.77M -$1.24M -5,126 -25%
GIA
844
Guyasuta Investment Advisors
Pennsylvania
$3.77M +$627K +2,585 +20%
TIP
845
Torray Investment Partners
Maryland
$3.77M +$250K +1,031 +7%
IB
846
Intrust Bank
Kansas
$3.77M +$32.3K +133 +0.9%
VI
847
Vestcor Inc
New Brunswick, Canada
$3.77M +$54.1K +223 +1%
QPBE
848
Quintet Private Bank (Europe)
Luxembourg
$3.75M +$266K +1,099 +8%
AFG
849
Argent Financial Group
Louisiana
$3.74M +$3.68M +15,163 New
OKSA
850
O'Keefe Stevens Advisory
New York
$3.74M +$507K +2,090 +16%

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.