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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
PPW
2251
Pasadena Private Wealth
California
$246K
BWP
2252
Balboa Wealth Partners
Arizona
$245K +$2.42K +10 +1%
AWM
2253
Accel Wealth Management
Iowa
$245K +$4.37K +18 +2%
BWM
2254
BKM Wealth Management
Wisconsin
$245K +$241K +992 New
CC
2255
Corton Capital
Ontario, Canada
$245K +$241K +992 New
SIA
2256
Soltis Investment Advisors
Utah
$244K -$90.9K -375 -27%
FCA
2257
Fortis Capital Advisors
Kansas
$244K -$2.18K -9 -0.9%
SFG
2258
Synergy Financial Group
California
$243K +$239K +987 New
SGK
2259
Steigerwald Gordon & Koch
Virginia
$243K
OCM
2260
One Capital Management
California
$243K +$15.5K +64 +7%
GAM
2261
Gemmer Asset Management
California
$242K
LDB
2262
Lee, Danner & Bass
Tennessee
$242K -$5.33K -22 -2%
CMA
2263
Cedar Mountain Advisors
Oregon
$241K
NPT
2264
Nixon Peabody Trust
Massachusetts
$241K -$2.42K -10 -1%
SWMG
2265
Sanchez Wealth Management Group
Florida
$241K
SFS
2266
Summit Financial Strategies
Ohio
$241K
FUBT
2267
First United Bank & Trust
Maryland
$240K -$25.5K -105 -10%
Members Trust
2268
Members Trust
Florida
$240K -$970 -4 -0.4%
EFG
2269
Ethos Financial Group
Pennsylvania
$240K -$19.4K -80 -8%
AC
2270
Apella Capital
Connecticut
$240K +$239K +985 New
WA
2271
Wealth Architects
California
$240K +$727 +3 +0.3%
KWM
2272
KFG Wealth Management
Indiana
$239K +$19.4K +80 +9%
PCM
2273
Princeton Capital Management
New Jersey
$239K -$46.1K -190 -16%
AWM
2274
Aprio Wealth Management
Georgia
$237K +$17.9K +74 +8%
BCG
2275
Breakwater Capital Group
New Jersey
$237K +$1.46K +6 +0.6%

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.