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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
RP
2226
Rice Partnership
Hawaii
$255K -$2.42K -10 -1%
GWANC
2227
Guardian Wealth Advisors (North Carolina)
North Carolina
$254K -$13.3K -55 -5%
ST
2228
Somerset Trust
Pennsylvania
$254K +$12.1K +50 +5%
TLP
2229
Trinity Legacy Partners
Texas
$254K -$242 -1 -0.1%
ACM
2230
Argent Capital Management
Missouri
$254K -$5.58K -23 -2%
JIC
2231
JRM Investment Counsel
Nebraska
$254K
UAS
2232
United Asset Strategies
New York
$254K
USWIA
2233
UP Strategic Wealth Investment Advisors
Pennsylvania
$254K +$28.6K +118 +13%
HCM
2234
Highview Capital Management
Illinois
$253K +$3.64K +15 +1%
SA
2235
Strategic Advocates
Utah
$253K
CPC
2236
Congress Park Capital
New York
$253K -$13.3K -55 -5%
SAF
2237
Smith Anglin Financial
Texas
$253K +$242 +1 +0.1%
AOI
2238
Auto-Owners Insurance
Michigan
$252K
WB
2239
West Bancorporation
Iowa
$252K +$6.06K +25 +3%
PWP
2240
Perfromance Wealth Partners
Illinois
$252K +$248K +1,021 New
FI
2241
Financial Insights
Washington
$251K -$204K -843 -45%
SCA
2242
Stonebridge Capital Advisors
Minnesota
$249K -$20.1K -83 -8%
WMP
2243
Wealth Management Partners
Arizona
$249K
EGWAG
2244
Elwood & Goetz Wealth Advisory Group
Georgia
$248K +$244K +1,005 New
P
2245
Paradiem
Louisiana
$247K
MWM
2246
MBE Wealth Management
Wisconsin
$247K +$24K +99 +11%
PAG
2247
Powers Advisory Group
Illinois
$247K +$485 +2 +0.2%
AIM
2248
Athena Investment Management
California
$247K
LG
2249
LaFleur & Godfrey
Michigan
$246K
MFC
2250
Mechanics Financial Corp
Ohio
$246K

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.