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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
AWM
1351
Aberdeen Wealth Management
Illinois
$1.26M -$149K -613 -11%
VNA
1352
Valley National Advisers
Pennsylvania
$1.26M -$95.8K -395 -7%
OIS
1353
Okabena Investment Services
Minnesota
$1.26M
EFL
1354
ERn Financial LLC
Wisconsin
$1.25M -$15K -62 -1%
MPI
1355
Mairs & Power Inc
Minnesota
$1.25M -$103K -426 -8%
IFWM
1356
Institute for Wealth Management
Colorado
$1.25M -$19.6K -81 -2%
FNBSF
1357
First National Bank Sioux Falls
South Dakota
$1.25M
CNC
1358
Citizens & Northern Corp
Pennsylvania
$1.24M
OFS
1359
Orrstown Financial Services
Pennsylvania
$1.23M +$365K +1,507 +43%
HCM
1360
Hutchinson Capital Management
California
$1.23M +$14.5K +60 +1%
TSMHT
1361
Thurston Springer Miller Herd & Titak
Indiana
$1.23M +$118K +487 +11%
WCM
1362
Weaver Capital Management
Georgia
$1.23M +$295K +1,218 +32%
WIM
1363
Waverton Investment Management
United Kingdom
$1.22M -$1.62M -6,680 -57%
SFP
1364
Sweet Financial Partners
Minnesota
$1.22M +$2.42K +10 +0.2%
WCM
1365
Weik Capital Management
Pennsylvania
$1.22M -$26.7K -110 -2%
TFS
1366
Thoroughbred Financial Services
Tennessee
$1.22M -$60.1K -248 -5%
CWP
1367
CFM Wealth Partners
Texas
$1.21M -$1.46K -6 -0.1%
LMKC
1368
L.M. Kohn & Company
Ohio
$1.21M +$49K +202 +4%
CWM
1369
Circle Wealth Management
New Jersey
$1.21M -$54.6K -225 -4%
TAM
1370
Todd Asset Management
Kentucky
$1.21M -$14.4M -59,215 -92%
GWM
1371
Geneos Wealth Management
Colorado
$1.21M +$97.2K +401 +9%
Empower Advisory Group
1372
Empower Advisory Group
Colorado
$1.2M -$5.09K -21 -0.4%
PCG
1373
Prosperity Consulting Group
Maryland
$1.2M +$1.18M +4,885 New
BHPW
1374
Beverly Hills Private Wealth
California
$1.2M -$226K -932 -16%
FFN
1375
Focus Financial Network
Minnesota
$1.2M -$928K -3,827 -44%

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.