We are live on ! Find out more
UNP icon

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
AA
1876
Advisory Alpha
Michigan
$488K +$8K +33 +2%
PPP
1877
Private Portfolio Partners
New Jersey
$486K +$478K +1,970 New
SFG
1878
Sunburst Financial Group
Alabama
$485K -$24.2K -100 -5%
PCI
1879
Planning Center Inc
Illinois
$484K +$1.94K +8 +0.4%
CBT
1880
CoreFirst Bank & Trust
Kansas
$484K -$9.46K -39 -2%
VIP
1881
Vista Investment Partners
Oklahoma
$483K +$2.42K +10 +0.5%
MCM
1882
Mendel Capital Management
Arkansas
$483K +$16K +66 +3%
FWM
1883
Focused Wealth Management
New York
$482K +$2.18K +9 +0.5%
MAM
1884
McLean Asset Management
Virginia
$482K +$3.88K +16 +0.8%
OWA
1885
Outlook Wealth Advisors
Texas
$481K +$25K +103 +6%
SDAM
1886
Shulman DeMeo Asset Management
New York
$481K +$1.21K +5 +0.3%
EAM
1887
Empirical Asset Management
Massachusetts
$480K -$404K -1,665 -8%
WG
1888
Welch Group
Alabama
$479K +$92.6K +382 +24%
HT
1889
Headlands Technologies
Illinois
$479K +$471K +1,944 New
RIA
1890
Richwood Investment Advisors
Ohio
$476K -$8.24K -34 -2%
RIA
1891
Regal Investment Advisors
Michigan
$476K +$58K +239 +14%
ISWM
1892
Independent Solutions Wealth Management
New York
$474K -$485 -2 -0.1%
PCA
1893
Pallas Capital Advisors
Massachusetts
$473K +$100K +413 +25%
AWS
1894
Arkfeld Wealth Strategies
Nebraska
$471K +$970 +4 +0.2%
FFG
1895
Fiduciary Financial Group
California
$471K +$13.3K +55 +3%
MCCP
1896
Mission Creek Capital Partners
California
$469K -$18.2K -75 -4%
EWS
1897
Evergreen Wealth Solutions
Pennsylvania
$468K -$70.6K -291 -13%
WA
1898
Waddell & Associates
Tennessee
$468K -$242 -1 -0.1%
RP
1899
Riverwater Partners
Wisconsin
$467K -$7.03K -29 -1%
SFP
1900
Shepherd Financial Partners
Massachusetts
$467K +$12.1K +50 +3%

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.