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
BI
1326
Ballast Inc
Kentucky
$1.31M -$8.73K -36 -0.7%
SIG
1327
Sky Investment Group
Connecticut
$1.31M +$66.4K +274 +5%
SFI
1328
SPC Financial Inc
Maryland
$1.31M -$12.1K -50 -0.9%
DWM
1329
Dechtman Wealth Management
Colorado
$1.31M +$4.37K +18 +0.3%
Balyasny Asset Management
1330
Balyasny Asset Management
Illinois
$1.31M -$20.4M -83,963 -94%
TTWM
1331
TCV Trust & Wealth Management
Virginia
$1.31M +$6.06K +25 +0.5%
FSA
1332
Fort Sheridan Advisors
Illinois
$1.31M
PPA
1333
Painted Porch Advisors
California
$1.29M -$131K -540 -9%
PMSA
1334
Patrick M. Sweeney & Associates
Illinois
$1.29M +$23.8K +98 +2%
SPI
1335
Sutton Place Investors
New York
$1.29M +$12.4K +51 +1%
CAG
1336
Crestwood Advisors Group
Massachusetts
$1.29M +$52.1K +215 +4%
PAS
1337
Point72 Asia (Singapore)
Singapore
$1.29M +$1.27M +5,229 New
ERIM
1338
Eagle Ridge Investment Management
Connecticut
$1.28M -$110K -454 -8%
MCA
1339
Magnolia Capital Advisors
Mississippi
$1.28M +$36.6K +151 +3%
PAM
1340
Palisade Asset Management
Minnesota
$1.28M +$18.2K +75 +1%
TPI
1341
Trust Point Inc
Wisconsin
$1.28M +$21.6K +89 +2%
CMP
1342
Courage Miller Partners
Virginia
$1.28M
NAMA
1343
Nikko Asset Management Americas
New York
$1.28M -$134K -554 -10%
FAM
1344
Formidable Asset Management
Ohio
$1.27M -$7.03K -29 -0.6%
ECM
1345
Exchange Capital Management
Michigan
$1.27M -$36.6K -151 -3%
EA
1346
Ellsworth Advisors
Ohio
$1.27M +$217K +893 +21%
GWAG
1347
Garrett Wealth Advisory Group
Texas
$1.27M +$32.7K +135 +3%
NFG
1348
Nations Financial Group
Iowa
$1.27M +$369K +1,522 +42%
TW
1349
TrinityPoint Wealth
Connecticut
$1.27M +$51.6K +213 +4%
RBC
1350
Romano Brothers & Co
Illinois
$1.26M

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.