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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
EBA
2401
Eagle Bay Advisors
New York
$142K +$4.85K +20 +4%
CAM
2402
Costello Asset Management
Pennsylvania
$142K
PPWM
2403
PFG Private Wealth Management
Florida
$141K -$22.3K -92 -14%
SWP
2404
SIMA Wealth Partners
Virginia
$140K
AAG
2405
Armstrong Advisory Group
Massachusetts
$140K -$4.85K -20 -3%
GWP
2406
Gen-Wealth Partners
Michigan
$139K +$145K +600 New
MAM
2407
Marquette Asset Management
Minnesota
$136K -$181K -747 -57%
NCM
2408
Northwest Capital Management
Oregon
$135K
IRC
2409
Investors Research Corp
Georgia
$135K
SWC
2410
Spectrum Wealth Counsel
Indiana
$131K -$181K -748 -58%
BWL
2411
Bogart Wealth LLC
Virginia
$131K
CCM
2412
Chilton Capital Management
Texas
$130K -$55.8K -230 -30%
MFG
2413
Mendota Financial Group
Wisconsin
$128K -$12.1K -50 -9%
PCFFS
2414
Pacific Center for Financial Services
California
$125K
TFIPS
2415
Towarzystwo Funduszy Inwestycyjnych PZU SA
$124K -$19.4K -80 -14%
MBFW
2416
Morton Brown Family Wealth
Pennsylvania
$124K +$242 +1 +0.2%
CAL
2417
Capital Analysts LLC
Pennsylvania
$124K -$5.58K -23 -4%
MCM
2418
MV Capital Management
Maryland
$124K +$4.12K +17 +3%
FFA
2419
Frazier Financial Advisors
Ohio
$123K -$31.5K -130 -21%
JGIA
2420
Jackson Grant Investment Advisers
Connecticut
$123K +$727 +3 +0.6%
AIM
2421
Acropolis Investment Management
Missouri
$123K -$10.2K -42 -8%
CA
2422
Continuum Advisory
Idaho
$122K +$1.21K +5 +1%
TFM
2423
TFC Financial Management
Massachusetts
$122K +$10.4K +43 +10%
JWM
2424
Jupiter Wealth Management
Colorado
$118K
OW
2425
Olistico Wealth
Oklahoma
$116K

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.