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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
OFS
1426
Oldfather Financial Services
Nebraska
$1.08M -$4.37K -18 -0.4%
BP
1427
BNP Paribas
France
$1.08M
TYCC
1428
Texas Yale Capital Corp
Florida
$1.08M
GD
1429
Grandfield & Dodd
New York
$1.08M
IIA
1430
Integral Investment Advisors
California
$1.08M
VWA
1431
Visionary Wealth Advisors
Illinois
$1.08M -$23K -95 -2%
CP
1432
Covenant Partners
Tennessee
$1.08M +$24.7K +102 +2%
NEPPG
1433
New England Professional Planning Group
Rhode Island
$1.08M
LIG
1434
Lokken Investment Group
Delaware
$1.07M +$93.4K +385 +10%
CA
1435
Cornerstone Advisory
Maryland
$1.07M +$8K +33 +0.8%
HPG
1436
Harvest Portfolios Group
Ontario, Canada
$1.07M +$123K +508 +13%
SCM
1437
Stevens Capital Management
Pennsylvania
$1.07M -$141K -580 -12%
WTB
1438
Washington Trust Bank
Washington
$1.07M +$28.6K +118 +3%
TH
1439
TCTC Holdings
Texas
$1.07M
SSWM
1440
Sheets Smith Wealth Management
North Carolina
$1.07M +$970 +4 +0.1%
HIP
1441
HUB Investment Partners
Texas
$1.06M +$32.3K +133 +3%
TP
1442
Tranquility Partners
Tennessee
$1.06M +$3.64K +15 +0.3%
CIS
1443
Capital International Sarl
California
$1.06M +$311K +1,284 +43%
MA
1444
MCF Advisors
Kentucky
$1.06M -$64.3K -265 -6%
FCFC
1445
First Commonwealth Financial Corp
Pennsylvania
$1.06M
AWAG
1446
ARS Wealth Advisors Group
Florida
$1.05M
NWM
1447
Northwest Wealth Management
Iowa
$1.05M +$970 +4 +0.1%
QWM
1448
Quadcap Wealth Management
Texas
$1.05M +$119K +489 +13%
ADBIC
1449
A.D. Beadell Investment Counsel
Wisconsin
$1.05M -$84.9K -350 -8%
WBC
1450
West Branch Capital
Massachusetts
$1.04M -$8.73K -36 -0.8%

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.