We are live on ! Find out more
UNP icon

Union Pacific

2,561 hedge funds and large institutions have $110B invested in Union Pacific in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,021 increasing their positions, 986 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $731M

4% more repeat investments, than reductions

Existing positions increased: 1,021 | Existing positions reduced: 986

0.17% more ownership

Funds ownership: 79.51%79.68% (+0.17%)

9% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 156

2% less funds holding

Funds holding: 2,6132,561 (-52)

8% less capital invested

Capital invested by funds: $119B → $110B (-$9.03B)

22% less funds holding in top 10

Funds holding in top 10: 6349 (-14)

Holders
2,561
Holders Change
-52
Holders Change %
-1.99%
% of All Funds
36.99%
Holding in Top 10
49
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-22.22%
% of All Funds
0.71%
New
142
Increased
1,021
Reduced
986
Closed
156
Calls
$1.11B
Puts
$731M
Net Calls
+$382M
Net Calls Change
-$87.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1776
Financial Advisors
Massachusetts
$517K -$13.8K -59 -3%
AF
1777
Advisornet Financial
Minnesota
$517K -$43.1K -184 -7%
KOMWMG
1778
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$516K -$12.2K -52 -2%
GC
1779
Garde Capital
Washington
$516K
DI
1780
DAGCO Inc
Ohio
$514K -$16.9K -72 -3%
RWA
1781
Roberts Wealth Advisors
California
$514K
MAM
1782
Mystic Asset Management
Rhode Island
$512K
HFA
1783
Harbert Fund Advisors
Alabama
$509K -$439K -1,875 -45%
HIC
1784
Harvey Investment Company
Kentucky
$509K
HCM
1785
Hengehold Capital Management
Ohio
$509K
TFA
1786
Trinity Financial Advisors
Ohio
$509K
UAML
1787
US Asset Management LLC
Pennsylvania
$506K -$24.4K -104 -4%
RMF
1788
Red Mountain Financial
Colorado
$505K +$523K +2,231 New
V
1789
VeraBank
Texas
$504K -$273K -1,165 -34%
CFG
1790
Cooper Financial Group
California
$504K -$11K -47 -2%
AIP
1791
Almanack Investment Partners
Pennsylvania
$501K +$7.73K +33 +2%
CB
1792
Chris Bulman
California
$500K +$518K +2,211 New
JAFL
1793
Jay A. Fishman Ltd
Michigan
$500K +$49K +209 +10%
SFS
1794
Stiles Financial Services
Minnesota
$500K +$79K +337 +18%
FFO
1795
Fiduciary Family Office
Florida
$499K -$68.2K -291 -12%
BONH
1796
Bank of New Hampshire
New Hampshire
$499K -$4.92K -21 -0.9%
VC
1797
Vicus Capital
Pennsylvania
$499K -$61.2K -261 -11%
KA
1798
Klingman & Associates
New York
$498K -$469 -2 -0.1%
OPPS
1799
Obsidian Personal Planning Solutions
Maryland
$497K -$44.5K -190 -8%
EA
1800
Evolution Advisers
Virginia
$497K -$1.41K -6 -0.3%

UNP Hedge Fund Activity: Q2 2024 in Review

2,561 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2024, worth a combined $110B — down 7.6% from $119B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of UNP and 142 opened new positions — a net loss of 14 holders — while 986 trimmed existing stakes and 1,021 added.

The largest buyer was Marshall Wace, adding an estimated $288M. The largest seller was Principal Financial Group, cutting an estimated $417M.

  • 2,561 institutional investors held Union Pacific (UNP) as of Q2 2024, down from 2,613 in Q1 2024.
  • Funds reported $110B of Union Pacific stock for Q2 2024, down 7.6% quarter-over-quarter.
  • 142 funds opened new Union Pacific positions in Q2 2024 and 156 closed out, a net change of -14 holders.
  • The largest Union Pacific buyer in Q2 2024 was Marshall Wace, an estimated $288M added.
  • The largest Union Pacific seller in Q2 2024 was Principal Financial Group, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.