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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
HWM
2026
Hohimer Wealth Management
Washington
$371K +$39.8K +164 +12%
DA
2027
DCM Advisors
New York
$370K
BCM
2028
Blume Capital Management
California
$370K
GF
2029
Gabelli Funds
New York
$367K -$26.7K -110 -7%
ATWA
2030
Arbor Trust Wealth Advisors
Michigan
$366K
RF
2031
Robinswood Financial
Washington
$366K
FA
2032
Faithward Advisors
Pennsylvania
$365K +$28.1K +116 +8%
OCPWS
2033
One Charles Private Wealth Services
Massachusetts
$365K
JWM
2034
JFG Wealth Management
Colorado
$364K +$358K +1,476 New
BDF
2035
Black Diamond Financial
Maryland
$362K -$12.6K -52 -3%
NG
2036
Norden Group
Utah
$360K +$21.1K +87 +6%
FAFN
2037
First Affirmative Financial Network
Colorado
$360K +$52.9K +218 +18%
SB
2038
Strategic Blueprint
Georgia
$360K -$43.9K -181 -11%
FTIS
2039
First Trust Investment Solutions
Florida
$360K -$37.3K -154 -10%
ESBC
2040
E.S. Barr & Co
Kentucky
$359K +$2.67K +11 +0.8%
ABLA
2041
Alan B. Lancz & Associates
Ohio
$359K
FNC
2042
First National Corp
Massachusetts
$358K -$17.5K -72 -5%
MIM
2043
Macroview Investment Management
Maryland
$358K +$1.7K +7 +0.5%
RWM
2044
Reston Wealth Management
Virginia
$357K +$6.3K +26 +2%
CCMG
2045
Clark Capital Management Group
Pennsylvania
$357K +$57.2K +236 +19%
TF
2046
Tompkins Financial
New York
$355K -$38.8K -160 -10%
RAG
2047
RIA Advisory Group
Iowa
$353K +$347K +1,432 New
CCAM
2048
Cascades Capital Asset Management
North Carolina
$353K +$347K +1,430 New
PMFA
2049
Plante Moran Financial Advisors
Michigan
$352K -$27.4K -113 -7%
WA
2050
WealthTrust Axiom
Pennsylvania
$350K -$60.4K -249 -15%

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.