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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
TWM
2001
TriaGen Wealth Management
California
$392K
RRA
2002
Round Rock Advisors
Connecticut
$392K -$9.7K -40 -2%
HFP
2003
Holistic Financial Partners
Indiana
$391K +$30.3K +125 +9%
NAM
2004
NTV Asset Management
West Virginia
$390K -$72.7K -300 -16%
CPSAC
2005
Chas P. Smith & Associates (CPS)
Florida
$390K +$45.3K +187 +13%
FPCP
2006
Fort Point Capital Partners
California
$389K +$17.9K +74 +5%
CP
2007
Castleview Partners
Texas
$388K +$40.3K +166 +12%
BCA
2008
Bay Colony Advisors
Massachusetts
$386K +$6.06K +25 +2%
SAM
2009
Strategy Asset Managers
California
$386K +$48.7K +201 +15%
CRWM
2010
Castle Rock Wealth Management
California
$382K +$3.64K +15 +0.9%
MTIC
2011
Missouri Trust & Investment Company
Missouri
$380K
CSPAM
2012
Cary Street Partners Asset Management
Virginia
$378K +$12.4K +51 +3%
ALC
2013
Alexander Labrunerie & Co
Missouri
$378K
GLLW
2014
Graves Light Lenhart Wealth
Virginia
$377K -$7.27K -30 -2%
CFGSD
2015
Compass Financial Group (South Dakota)
South Dakota
$377K +$485 +2 +0.1%
EBSAM
2016
Eubel Brady & Suttman Asset Management
Ohio
$377K -$10.9K -45 -3%
RIM
2017
RW Investment Management
Idaho
$375K
GFPC
2018
Global Financial Private Client
Florida
$374K +$27.4K +113 +8%
KCM
2019
Kendall Capital Management
Maryland
$374K -$3.64K -15 -1%
BAWM
2020
Bennett Associates Wealth Management
Pennsylvania
$374K +$368K +1,516 New
HIC
2021
Holderness Investments Company
North Carolina
$373K +$4.61K +19 +1%
PCP
2022
Proficio Capital Partners
Massachusetts
$373K -$110K -454 -23%
SWA
2023
Stratos Wealth Advisors
Ohio
$373K -$5.09K -21 -1%
PPC
2024
Park Place Capital
Alabama
$372K -$77.1K -318 -17%
CCM
2025
Carlson Capital Management
Minnesota
$372K +$6.3K +26 +2%

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.