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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
GC
926
Gould Capital
Washington
$3.08M -$1.13M -4,655 -27%
MA
927
Montag & Associates
Georgia
$3.04M -$3.23M -13,322 -52%
ITC
928
Inspire Trust Company
Nevada
$3.03M +$267K +1,103 +10%
DSC
929
Duncker Streett & Co
Missouri
$3.03M -$326K -1,343 -10%
IA
930
IFP Advisors
Florida
$3.02M +$159K +655 +6%
ATS
931
Ashton Thomas Securities
New York
$3.01M +$271K +1,117 +10%
RBA
932
Richard Bernstein Advisors
New York
$3M
BA
933
Bridgewater Advisors
New York
$3M +$1.7K +7 +0.1%
OC
934
Oakworth Capital
Alabama
$3M +$16.5K +68 +0.6%
CT
935
Chicago Trust
Illinois
$2.99M -$5.33K -22 -0.2%
CNBTD
936
Citizens National Bank Trust Department
Mississippi
$2.97M
HFM
937
Hartford Financial Management
Connecticut
$2.95M -$21.8K -90 -0.7%
AWCI
938
Alpine Woods Capital Investors
New York
$2.95M
NIM
939
Nexus Investment Management
Ontario, Canada
$2.95M +$24.2K +100 +0.8%
JIP
940
Jaffetilchin Investment Partners
Florida
$2.95M +$255K +1,053 +10%
MHIC
941
Marble Harbor Investment Counsel
Massachusetts
$2.94M
PT
942
Plimoth Trust
Massachusetts
$2.94M +$74.9K +309 +3%
4WM
943
44 Wealth Management
Oregon
$2.93M +$2.94M +12,133 New
RCM
944
Radnor Capital Management
Pennsylvania
$2.92M +$2.88M +11,857 New
PWA
945
Phoenix Wealth Advisors
North Carolina
$2.9M -$21.3K -88 -0.7%
FMWA
946
Forvis Mazars Wealth Advisors
Missouri
$2.9M -$25K -103 -0.9%
III
947
Independent Investors Inc
New York
$2.87M
MWM
948
Mission Wealth Management
California
$2.86M -$10.4K -43 -0.4%
FHB
949
First Hawaiian Bank
Hawaii
$2.84M -$682K -2,813 -20%
MME
950
Meag Munich Ergo
Germany
$2.84M -$3.49M -14,381 -56%

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.