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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
TLFA
1476
True Link Financial Advisors
California
$990K +$11.4K +47 +1%
FCAS
1477
First Command Advisory Services
Texas
$987K -$22.8K -94 -2%
REMPR
1478
Roof Eidam Maycock Peralta (REMP)
California
$986K
GWA
1479
Gratus Wealth Advisors
Virginia
$979K +$20.1K +83 +2%
MIM
1480
Morningstar Investment Management
Illinois
$977K +$465K +1,917 +93%
S
1481
SimplyRich
California
$975K
TFA
1482
Transamerica Financial Advisors
Florida
$973K -$303K -1,251 -24%
JWCA
1483
J.W. Coons Advisors
Ohio
$971K +$1.7K +7 +0.2%
BFA
1484
Beaumont Financial Advisors
Massachusetts
$966K -$155K -638 -14%
MWM
1485
Modern Wealth Management
Kansas
$964K +$40K +165 +4%
CANC
1486
Culbertson A N & Co
Virginia
$964K
MIS
1487
Morningstar Investment Services
Illinois
$962K +$233K +959 +32%
SMA
1488
Sage Mountain Advisors
Georgia
$962K +$292K +1,205 +45%
PR
1489
Payden & Rygel
California
$961K -$9.94M -41,000 -91%
SCI
1490
Stableford Capital II
Arizona
$957K +$6.55K +27 +0.7%
MMEA
1491
Main Management ETF Advisors
California
$956K +$941K +3,880 New
KP
1492
Keel Point
Alabama
$955K -$2.91K -12 -0.3%
MCM
1493
Maple Capital Management
Vermont
$955K -$18.4K -76 -2%
IP
1494
Isthmus Partners
Wisconsin
$953K
IFS
1495
Intelligent Financial Strategies
Minnesota
$949K
WB
1496
Webster Bank
Connecticut
$948K +$37.1K +153 +4%
FPF
1497
First Pacific Financial
Washington
$945K -$8K -33 -0.9%
TA
1498
Tectonic Advisors
Texas
$939K +$34.2K +141 +4%
HCM
1499
Howard Capital Management
Georgia
$934K +$919K +3,788 New
CAC
1500
Core Alternative Capital
Georgia
$930K -$34.2K -141 -4%

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.