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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
LFG
1826
Larson Financial Group
Missouri
$537K +$50.9K +210 +11%
EL
1827
Essex LLC
Illinois
$537K +$242 +1 +0%
BPFA
1828
Barnes Pettey Financial Advisors
Mississippi
$537K
EA
1829
Evolution Advisers
Virginia
$537K -$4.61K -19 -0.9%
KAM
1830
KEB Asset Management
Illinois
$534K +$53.8K +222 +11%
CA
1831
Claro Advisors
Massachusetts
$533K +$244K +1,006 +87%
TA
1832
Townsend & Associates
Colorado
$533K -$75.9K -313 -12%
GAM
1833
Gould Asset Management
California
$532K +$145K +600 +38%
BBNB
1834
Baker Boyer National Bank
Washington
$532K
PCS
1835
Personal CFO Solutions
New Jersey
$529K +$62.1K +256 +14%
KA
1836
Klingman & Associates
New York
$527K -$14.5K -60 -3%
BWFA
1837
Baltimore-Washington Financial Advisors
Maryland
$525K +$517K +2,131 New
SXL
1838
Summit X LLC
Missouri
$524K +$38.6K +159 +7%
LGA
1839
Lebenthal Global Advisors
New York
$524K +$72.3K +298 +16%
SBIA
1840
Sheaff Brock Investment Advisors
Indiana
$521K
FWM
1841
Forza Wealth Management
Florida
$521K
FCCM
1842
First City Capital Management
Georgia
$520K +$1.46K +6 +0.3%
CCG
1843
Catalina Capital Group
California
$519K +$64K +264 +14%
QPW
1844
Quantum Private Wealth
Florida
$517K
GWM
1845
Greenwich Wealth Management
Connecticut
$515K +$54.1K +223 +12%
WWP
1846
Waypoint Wealth Partners
California
$514K +$506K +2,086 New
1WM
1847
1900 Wealth Management
Texas
$514K -$1.21K -5 -0.2%
HCA
1848
Heck Capital Advisors
Wisconsin
$513K -$13.8K -57 -3%
AA
1849
Addison Advisors
Vermont
$512K +$66.9K +276 +15%
EWM
1850
Evermay Wealth Management
Virginia
$510K +$21.8K +90 +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.