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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
MC
1451
Martin & Co
Tennessee
$1.04M -$242 -1 -0%
TWM
1452
Thrive Wealth Management
Pennsylvania
$1.04M -$485 -2 -0%
DMBA
1453
Deseret Mutual Benefit Administrators
Utah
$1.04M -$75.9K -313 -7%
QWP
1454
Quotient Wealth Partners
Texas
$1.04M +$56.5K +233 +6%
CWP
1455
Core Wealth Partners
California
$1.03M -$13.6K -56 -1%
CC
1456
Courier Capital
New York
$1.03M +$195K +805 +24%
NWMG
1457
Nicholson Wealth Management Group
South Carolina
$1.03M +$1.01M +4,167 New
FFO
1458
Fiduciary Family Office
Florida
$1.03M +$475K +1,958 +89%
LSA
1459
Lion Street Advisors
Texas
$1.02M -$4.85K -20 -0.5%
GWSG
1460
GPS Wealth Strategies Group
Colorado
$1.02M -$3.15K -13 -0.3%
SCM
1461
Spreng Capital Management
Ohio
$1.02M -$455K -1,875 -31%
HA
1462
Herold Advisors
New York
$1.02M
SWK
1463
Stephen W. Kidder
$1.01M -$135K -555 -12%
EWA
1464
EverSource Wealth Advisors
Alabama
$1.01M +$10.9K +45 +1%
BCM
1465
Barden Capital Management
Texas
$1.01M +$78.8K +325 +9%
GLA
1466
Good Life Advisors
Pennsylvania
$1.01M +$136K +562 +16%
KCM
1467
Kanawha Capital Management
Virginia
$1.01M -$3.4K -14 -0.3%
HP
1468
Hikari Power
Japan
$1.01M
OIA
1469
Optimum Investment Advisors
Illinois
$1M -$121K -500 -11%
SVWAG
1470
Sound View Wealth Advisors Group
Georgia
$998K -$10.7K -44 -1%
GSB
1471
Greenfield Savings Bank
Massachusetts
$996K -$1.46K -6 -0.1%
GIA
1472
Gateway Investment Advisers
Ohio
$995K -$1.8M -7,410 -65%
LJHT
1473
Laurie J. Hall Trustee
$993K +$723K +2,980 +284%
PHS
1474
Pekin Hardy Strauss
Illinois
$993K
CWP
1475
Curated Wealth Partners
California
$992K +$8.49K +35 +0.9%

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.