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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
AGWCA
2201
Annis Gardner Whiting Capital Advisors
Florida
$269K -$74.2K -306 -22%
AWM
2202
Act Wealth Management
Texas
$269K
WCM
2203
WealthBridge Capital Management
Ohio
$268K
DWA
2204
Divergent Wealth Advisors
Utah
$268K -$30.3K -125 -10%
SOS
2205
Silver Oak Securities
Tennessee
$267K +$13.6K +56 +5%
BBA
2206
Baader Bank Aktiengesellschaft
Germany
$266K +$7.03K +29 +3%
ST
2207
Sageworth Trust
Pennsylvania
$266K -$217K -893 -45%
FI
2208
Finivi Inc
Massachusetts
$266K +$242 +1 +0.1%
CIAS
2209
CFS Investment Advisory Services
New Jersey
$266K -$215K -887 -45%
COCM
2210
Charter Oak Capital Management
New Hampshire
$264K +$15K +62 +6%
NCM
2211
Neumann Capital Management
California
$264K
CWM
2212
Centurion Wealth Management
Virginia
$263K +$258K +1,066 New
EA
2213
Everpar Advisors
Oklahoma
$263K -$105K -431 -29%
PSF
2214
Pacific Sun Financial
California
$261K
NPFS
2215
Novak & Powell Financial Services
Florida
$260K
IF
2216
Intrua Financial
Texas
$260K -$27.6K -114 -10%
VAF
2217
Values Added Financial
District of Columbia
$259K +$6.79K +28 +3%
W
2218
Wealthquest
Ohio
$259K
HIM
2219
HughesLittle Investment Management
$259K
WA
2220
Wambolt & Associates
Colorado
$258K -$13.6K -56 -5%
GCAC
2221
Guardian Capital Advisors (Canada)
Ontario, Canada
$258K
WCA
2222
Westover Capital Advisors
Delaware
$258K
Financial Engines Advisors
2223
Financial Engines Advisors
California
$257K +$253K +1,045 New
HIM
2224
Harbour Investment Management
Washington
$255K
MCC
2225
Money Concepts Capital
Florida
$255K -$34.7K -143 -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.