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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
WAAG
2026
Wealth Alliance Advisory Group
Kansas
$334K -$662K -2,826 -66%
MA
2027
MJP Associates
Connecticut
$333K -$1.41K -6 -0.4%
HFP
2028
Holistic Financial Partners
Indiana
$330K -$119K -509 -26%
AWM
2029
Avaii Wealth Management
Wisconsin
$330K -$2.58K -11 -0.7%
ABLA
2030
Alan B. Lancz & Associates
Ohio
$329K +$341K +1,456 New
CT
2031
ClearAlpha Technologies
Connecticut
$329K +$341K +1,455 New
AFP
2032
Alpha Financial Partners
Kentucky
$329K +$11.7K +50 +4%
ESBC
2033
E.S. Barr & Co
Kentucky
$327K
MIM
2034
Macroview Investment Management
Maryland
$327K +$2.11K +9 +0.6%
PWA
2035
Providence Wealth Advisors
Illinois
$322K
RWM
2036
Reston Wealth Management
Virginia
$322K -$110K -468 -25%
GCM
2037
Gables Capital Management
Florida
$321K
SFA
2038
Souders Financial Advisors
Ohio
$321K +$6.33K +27 +2%
MIC
2039
Meridian Investment Counsel
California
$321K
BAAM
2040
Baker Avenue Asset Management
California
$319K +$82.5K +352 +33%
CP
2041
Castleview Partners
Texas
$319K -$71.7K -306 -18%
CCM
2042
Consolidated Capital Management
California
$319K +$3.28K +14 +1%
CHC
2043
City Holding Co
West Virginia
$319K
GFPC
2044
Global Financial Private Client
Florida
$318K
PAM
2045
Pegasus Asset Management
New York
$317K +$329K +1,402 New
FPWM
2046
FSB Premier Wealth Management
Iowa
$317K
MIM
2047
Montgomery Investment Management
Maryland
$317K
SN
2048
Sittner & Nelson
Oregon
$317K
BA
2049
Bluesphere Advisors
Pennsylvania
$316K
AGWCA
2050
Annis Gardner Whiting Capital Advisors
Florida
$316K +$234 +1 +0.1%

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.