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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
DC
2301
Darrow Company
Massachusetts
$229K +$225K +929 New
LF
2302
Lantz Financial
Illinois
$228K +$225K +927 New
UWPG
2303
Ullmann Wealth Partners Group
Florida
$228K
CHA
2304
Cooper/Haims Advisors
New York
$228K
KFA
2305
Kapstone Financial Advisors
Ohio
$227K
AHL
2306
Abel Hall LLC
Louisiana
$227K +$223K +921 New
PEA
2307
Park Edge Advisors
Ohio
$227K -$242 -1 -0.1%
NRC
2308
New Republic Capital
North Carolina
$227K -$86.6K -357 -28%
SVWG
2309
Shared Vision Wealth Group
United States
$227K +$1.21K +5 +0.5%
GI
2310
GAMCO Investors
Connecticut
$227K -$17K -70 -7%
BA
2311
Ballast Advisors
Minnesota
$227K
CWM
2312
Chemistry Wealth Management
New York
$227K +$223K +919 New
DA
2313
Drake & Associates
Wisconsin
$227K +$223K +919 New
TW
2314
Transform Wealth
Colorado
$226K
HA
2315
Hofer & Associates
California
$226K
DA
2316
Dillon & Associates
Michigan
$225K +$3.88K +16 +2%
PCH
2317
PGIM Custom Harvest
New Jersey
$224K -$485 -2 -0.2%
BMC
2318
Benin Management Corp
Connecticut
$224K +$220K +907 New
MCM
2319
Monument Capital Management
Virginia
$223K -$14.5K -60 -6%
WC
2320
Wynn Capital
Georgia
$222K
SWG
2321
Summit Wealth Group
Vermont
$222K
HCA
2322
Hyperion Capital Advisors
New York
$222K
JE
2323
JMAC Enterprises
Pennsylvania
$222K
KA
2324
Kearns & Associates
California
$222K
SWA
2325
Sax Wealth Advisors
New Jersey
$221K +$218K +898 New

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.