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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
CAM
2151
Campion Asset Management
Virginia
$272K
PIFP
2152
Partners in Financial Planning
Virginia
$272K
T
2153
Tidemark
California
$272K
IFAM
2154
Institutional & Family Asset Management
Colorado
$270K +$1.88K +8 +0.7%
JCM
2155
Jacobsen Capital Management
Utah
$270K +$16.6K +71 +6%
MAWA
2156
Moss Adams Wealth Advisors
Washington
$269K +$51.1K +218 +22%
ILI
2157
Invesco LLC (Illinois)
Illinois
$269K -$21.1K -90 -7%
MCC
2158
Money Concepts Capital
Florida
$266K +$2.11K +9 +0.8%
CRA
2159
Clear Rock Advisors
Texas
$266K
SPL
2160
Smart Portfolios LLC
Washington
$266K
SCA
2161
Sippican Capital Advisors
Massachusetts
$266K
OAM
2162
Oak Asset Management
California
$266K
APW
2163
Acima Private Wealth
Virginia
$265K -$61.2K -261 -18%
IF
2164
Intrua Financial
Texas
$264K +$3.05K +13 +1%
SWM
2165
Stockman Wealth Management
Montana
$264K
OWM
2166
Opes Wealth Management
California
$263K +$6.8K +29 +3%
OC
2167
Oarsman Capital
Wisconsin
$263K +$6.33K +27 +2%
CT
2168
Clearstead Trust
Maine
$263K +$2.58K +11 +1%
GP
2169
Greenline Partners
New York
$262K
CFS
2170
Commonwealth Financial Services
West Virginia
$262K
PCM
2171
Princeton Capital Management
New Jersey
$262K
SLWA
2172
San Luis Wealth Advisors
California
$262K +$272K +1,159 New
BCM
2173
Boltwood Capital Management
California
$262K +$5.39K +23 +2%
CA
2174
Claro Advisors
Massachusetts
$261K -$13.8K -59 -5%
RAM
2175
Redmond Asset Management
Virginia
$261K

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.