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Union Pacific

2,695 hedge funds and large institutions have $113B invested in Union Pacific in 2024 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 995 increasing their positions, 993 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 300 | Existing positions closed: 168

34% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $914M

3% more funds holding

Funds holding: 2,6062,695 (+89)

1.02% more ownership

Funds ownership: 79.49%80.52% (+1%)

0% more repeat investments, than reductions

Existing positions increased: 995 | Existing positions reduced: 993

5% less capital invested

Capital invested by funds: $119B → $113B (-$6.26B)

15% less funds holding in top 10

Funds holding in top 10: 5345 (-8)

Holders
2,695
Holders Change
+89
Holders Change %
+3.42%
% of All Funds
35.5%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.59%
New
300
Increased
995
Reduced
993
Closed
168
Calls
$1.23B
Puts
$914M
Net Calls
+$312M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
2501
Glass Jacobson Investment Advisors
Maryland
$97.6K +$7.58K +32 +8%
TLCM
2502
Twin Lakes Capital Management
California
$96.7K
EBA
2503
Eagle Bay Advisors
New York
$96.2K -$36.7K -155 -27%
MFG
2504
Menard Financial Group
Texas
$95.8K +$99.4K +420 New
CTWM
2505
Cherry Tree Wealth Management
Minnesota
$94.1K
APW
2506
Aventura Private Wealth
Florida
$92.8K +$96.4K +407 New
VWA
2507
Valued Wealth Advisors
Utah
$92K +$61.6K +260 +182%
HI
2508
Human Investing
Oregon
$91.9K +$95.4K +403 New
LFA
2509
LGT Financial Advisors
Texas
$91.2K +$94.7K +400 New
AWM
2510
Accredited Wealth Management
Kentucky
$86.4K +$89.7K +379 New
CAS
2511
Coppell Advisory Solutions
Texas
$85.7K +$2.13K +9 +2%
CWM
2512
Crowley Wealth Management
Delaware
$85.6K +$88.8K +375 New
BOJHT
2513
Bank of Jackson Hole Trust
Wyoming
$84.1K +$87.4K +369 New
NCM
2514
Northwest Capital Management
Oregon
$82.7K -$43.8K -185 -34%
BAM
2515
Bellevue Asset Management
Washington
$82.1K
DF
2516
Dunhill Financial
United Kingdom
$81.5K +$54K +228 +177%
VHAM
2517
Van Hulzen Asset Management
California
$79.1K +$82.2K +347 New
SRCM
2518
Signature Resources Capital Management
California
$78.9K -$16.1K -68 -16%
PIM
2519
Plato Investment Management
Australia
$78K -$348K -1,471 -81%
BC
2520
Barrett & Company
Rhode Island
$77.8K +$1.42K +6 +2%
WPWM
2521
Western Pacific Wealth Management
Illinois
$74.6K -$105K -444 -58%
VWA
2522
VSM Wealth Advisory
Maryland
$74.6K +$77.4K +327 New
WTFG
2523
Wood Tarver Financial Group
Idaho
$73K +$76.2K +322 New
T
2524
Transce3nd
Texas
$72.3K +$75K +317 New
JFA
2525
JNBA Financial Advisors
Minnesota
$70K

UNP Hedge Fund Activity: Q4 2024 in Review

2,695 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2024, worth a combined $113B — down 5.3% from $119B a quarter earlier.

Buyers outnumbered sellers: 300 funds opened new UNP positions and 168 closed out — a net gain of 132 holders — while 995 added to existing stakes and 993 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $512M. The largest seller was DZ Bank, cutting an estimated $724M.

  • 2,695 institutional investors held Union Pacific (UNP) as of Q4 2024, up from 2,606 in Q3 2024.
  • Funds reported $113B of Union Pacific stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 300 funds opened new Union Pacific positions in Q4 2024 and 168 closed out, a net change of +132 holders.
  • The largest Union Pacific buyer in Q4 2024 was JP Morgan Chase, an estimated $512M added.
  • The largest Union Pacific seller in Q4 2024 was DZ Bank, an estimated $724M sold.

Based on aggregated 13F filings for Q4 2024.