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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
AIM
1901
Achmea Investment Management
Netherlands
$467K
AFC
1902
AFT Forsyth & Company
Florida
$467K -$7.27K -30 -2%
HBWM
1903
Hollow Brook Wealth Management
New York
$467K +$15.5K +64 +3%
MAM
1904
Marotta Asset Management
Virginia
$465K -$2.91K -12 -0.6%
BBA
1905
BLB&B Advisors
Pennsylvania
$464K +$6.55K +27 +1%
WWM
1906
Whalen Wealth Management
Nevada
$464K +$456K +1,881 New
AFT
1907
Alpha Family Trust
California
$463K
WP
1908
Westmount Partners
California
$463K -$4.12K -17 -0.9%
WEG
1909
World Equity Group
Illinois
$462K +$7.03K +29 +2%
S
1910
Sachetta
Massachusetts
$462K +$73.7K +304 +19%
CSWG
1911
Cardinal Strategic Wealth Guidance
Kentucky
$462K
KMWM
1912
Keudell/Morrison Wealth Management
Oregon
$461K -$11.4K -47 -2%
DAM
1913
Delta Asset Management
Tennessee
$461K
WFI
1914
West Family Investments
California
$461K +$54.6K +225 +14%
TC
1915
Trust Company
Kansas
$460K
FH
1916
FWG Holdings
Florida
$460K -$4.85K -20 -1%
AF
1917
Affiance Financial
Minnesota
$459K
SP
1918
Successful Portfolios
Florida
$459K -$2.91K -12 -0.6%
SIC
1919
Samalin Investment Counsel
New York
$457K -$2.18K -9 -0.5%
FA
1920
Fortis Advisors
Pennsylvania
$456K
MFG
1921
Midwest Financial Group
Kansas
$454K +$7.76K +32 +2%
DIM
1922
Delta Investment Management
California
$453K -$31.3K -129 -7%
PP
1923
Pacifica Partners
Canada
$453K -$1.94K -8 -0.4%
BB
1924
Burford Brothers
Texas
$452K
FCG
1925
Financial Connections Group
California
$451K

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.