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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
CCWM
1601
Correct Capital Wealth Management
Missouri
$773K -$36.4K -150 -5%
USB
1602
Union Savings Bank
Connecticut
$772K -$5.58K -23 -0.7%
FFC
1603
First Financial Corp
Indiana
$770K
MSFS
1604
Main Street Financial Solutions
Pennsylvania
$769K -$174K -719 -19%
BFS
1605
Bard Financial Services
Connecticut
$767K -$121K -500 -14%
9WM
1606
9258 Wealth Management
Ohio
$765K +$9.21K +38 +1%
OPA
1607
Old Port Advisors
Maine
$765K -$1.94K -8 -0.3%
AC
1608
Avestar Capital
New York
$764K +$67.9K +280 +10%
HFA
1609
Harbert Fund Advisors
Alabama
$758K +$200K +825 +37%
SFWA
1610
Summit Financial Wealth Advisors
Louisiana
$756K +$514K +2,118 +223%
BA
1611
Bridgewater Associates
Connecticut
$755K -$16.5M -68,136 -96%
CWM
1612
Cornerstone Wealth Management
Missouri
$754K -$7.52K -31 -1%
SJIM
1613
St. Johns Investment Management
Florida
$753K +$60.9K +251 +9%
GCM
1614
Greenland Capital Management
New York
$752K +$739K +3,049 New
HAIM
1615
Hunter Associates Investment Management
Pennsylvania
$751K +$24.2K +100 +3%
LA
1616
Legacy Advisors
Pennsylvania
$750K +$133K +547 +22%
ECA
1617
Elevated Capital Advisors
Utah
$749K +$429K +1,769 +139%
VC
1618
Veracity Capital
Georgia
$748K +$13.6K +56 +2%
LB
1619
Legacy Bridge
Iowa
$748K
DDC
1620
DF Dent & Co
Maryland
$747K
KHCM
1621
Kirtland Hills Capital Management
Ohio
$747K +$72.3K +298 +11%
MCM
1622
McRae Capital Management
New Jersey
$746K
KSWWM
1623
Keyes Stange & Wooten Wealth Management
Florida
$745K +$35.4K +146 +5%
WAP
1624
Wealthcare Advisory Partners
Pennsylvania
$744K -$81.5K -336 -10%
RCA
1625
Ranch Capital Advisors
Florida
$744K -$62.8K -259 -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.