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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
IA
1626
IFG Advisors
Missouri
$743K
LA
1627
LVW Advisors
New York
$743K -$1.21K -5 -0.2%
MP
1628
McDonald Partners
Ohio
$740K +$44.6K +184 +7%
PWP
1629
Private Wealth Partners
California
$740K
CFO
1630
CVA Family Office
Colorado
$740K +$5.58K +23 +0.8%
GDP
1631
Great Diamond Partners
Maine
$737K -$176K -726 -20%
CAM
1632
Cozad Asset Management
Illinois
$736K -$48.5K -200 -6%
NVIM
1633
New Vernon Investment Management
Illinois
$736K
MFWP
1634
Mosaic Family Wealth Partners
Missouri
$735K +$1.21K +5 +0.2%
LWM
1635
Lakeridge Wealth Management
Ohio
$734K -$4.85K -20 -0.7%
RWP
1636
Revolve Wealth Partners
New Jersey
$733K +$491K +2,026 +214%
PWPS
1637
Pinnacle Wealth Planning Services
Ohio
$731K +$17K +70 +2%
RW
1638
REDW Wealth
New Mexico
$729K +$1.46K +6 +0.2%
BWM
1639
BigSur Wealth Management
Florida
$729K +$59.9K +247 +9%
JSL
1640
JT Stratford LLC
Georgia
$728K +$13.1K +54 +2%
BMA
1641
Brooks Moore & Associates
Tennessee
$727K -$24.2K -100 -3%
MFA
1642
Mayflower Financial Advisors
Massachusetts
$726K -$1.7K -7 -0.2%
DWA
1643
Dougherty Wealth Advisers
Minnesota
$726K -$4.12K -17 -0.6%
LC
1644
Lindbrook Capital
California
$725K +$41.7K +172 +6%
MAM
1645
Mirabaud Asset Management
United Kingdom
$725K -$417K -1,718 -37%
PWMAG
1646
Pinnacle Wealth Management Advisory Group
New Jersey
$724K -$17.2K -71 -2%
TSS
1647
Thomas Story & Son
Indiana
$721K
TNB
1648
Thomasville National Bank
Georgia
$721K +$8.73K +36 +1%
CSB
1649
City State Bank
Iowa
$721K +$95.8K +395 +16%
AIA
1650
Alera Investment Advisors
Illinois
$717K +$31.3K +129 +5%

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.