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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
FGC
2576
Financial Gravity Companies
Texas
$30.8K
SVCP
2577
Silicon Valley Capital Partners
California
$29.7K +$237 +1 +0.8%
WWP
2578
WR Wealth Planners
Missouri
$29.6K -$8.76K -37 -22%
FC
2579
Fairscale Capital
New Hampshire
$29.4K
SAM
2580
Synergy Asset Management
Washington
$29.1K +$27.9K +118 New
IWP
2581
IAG Wealth Partners
Wisconsin
$28.5K -$17.8K -75 -38%
EWP
2582
Elevation Wealth Partners
California
$28.5K +$7.1K +30 +32%
KLWA
2583
Kelly Lawrence W & Associates
California
$28.3K
CPG
2584
Cornerstone Planning Group
New Jersey
$28.2K +$710 +3 +3%
HFS
2585
HBC Financial Services
Washington
$28K
LIS
2586
Legacy Investment Solutions
Idaho
$27.8K +$3.55K +15 +15%
LWMI
2587
Legacy Wealth Management (Idaho)
Idaho
$27.8K +$3.55K +15 +15%
SC
2588
Stephens Consulting
Michigan
$27.6K
PWMG
2589
Private Wealth Management Group
New Jersey
$27.6K +$237 +1 +0.8%
CFS
2590
Compass Financial Services
Iowa
$25.3K +$26.3K +111 New
CJ
2591
Caitlin John
Michigan
$25.2K +$237 +1 +0.9%
CCC
2592
Chelsea Counsel Company
California
$25.1K -$23.7K -100 -48%
FA
2593
Fedenia Advisers
Wisconsin
$25.1K +$26K +110 New
FA
2594
Financial Avengers
California
$25.1K +$237 +1 +0.9%
BIA
2595
Bell Investment Advisors
California
$24.9K -$3.79K -16 -13%
RCM
2596
Richardson Capital Management
Wisconsin
$23.9K
WA
2597
WPG Advisers
Maryland
$23.7K +$24.6K +104 New
TCM
2598
Tributary Capital Management
Nebraska
$23.5K
AWM
2599
AllSquare Wealth Management
New York
$22.8K
JAM
2600
JCIC Asset Management
Ontario, Canada
$22.8K

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.