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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
WCWM
2051
Willow Creek Wealth Management
California
$350K +$6.79K +28 +2%
CCM
2052
Consolidated Capital Management
California
$349K +$1.7K +7 +0.5%
MS
2053
Maven Securities
Jersey
$349K +$343K +1,415 New
RIA
2054
Realta Investment Advisors
Delaware
$348K -$14.1K -58 -4%
HL
2055
HeadInvest LLC
Maine
$347K +$33.2K +137 +11%
CHC
2056
City Holding Co
West Virginia
$347K
AIM
2057
Aigen Investment Management
New York
$346K -$2.45M -10,107 -88%
GCM
2058
Gables Capital Management
Florida
$346K -$3.88K -16 -1%
HFRG
2059
Houlihan Financial Resource Group
Virginia
$346K +$340K +1,402 New
MIM
2060
Montgomery Investment Management
Maryland
$345K
C1AG
2061
Client 1st Advisory Group
Florida
$345K +$339K +1,400 New
PWA
2062
Providence Wealth Advisors
Illinois
$345K
FM
2063
Family Management
New York
$345K -$3.65M -15,064 -92%
BA
2064
Bluesphere Advisors
Pennsylvania
$345K
EWA
2065
Exencial Wealth Advisors
Oklahoma
$345K +$10.4K +43 +3%
JWA
2066
JFS Wealth Advisors
Pennsylvania
$343K +$19.6K +81 +6%
LA
2067
Lifeworks Advisors
Michigan
$343K +$337K +1,391 New
CTC
2068
Corundum Trust Company
South Dakota
$341K
NQWM
2069
Northwest Quadrant Wealth Management
Oregon
$341K +$970 +4 +0.3%
IC
2070
Iconiq Capital
California
$340K +$335K +1,380 New
MHR
2071
Matthew Hamilton Rosenberg
$340K
KA
2072
Kovack Advisors
Florida
$339K -$2.91K -12 -0.9%
SN
2073
Sittner & Nelson
Oregon
$337K -$7.27K -30 -2%
BWM
2074
Baron Wealth Management
Michigan
$336K +$14.5K +60 +5%
BWM
2075
BlackDiamond Wealth Management
New York
$336K +$37.3K +154 +12%

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.