We are live on ! Find out more
UNP icon

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
NWWA
2626
New Wave Wealth Advisors
Arkansas
$14.1K +$14.7K +62 New
1L
2627
10Elms LLP
Oklahoma
$13.2K +$13.7K +58 New
HWP
2628
Highline Wealth Partners
California
$13.1K -$1.18K -5 -8%
HC
2629
Hurley Capital
New York
$12.8K +$11.8K +50 New
NWMP
2630
Noble Wealth Management PBC
Colorado
$12.5K +$13K +55 New
LWA
2631
Lowe Wealth Advisors
Maryland
$11.4K
TFIAP
2632
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$11.4K
WFA
2633
West Financial Advisors
Iowa
$10.7K
DPW
2634
DiNuzzo Private Wealth
Pennsylvania
$10.5K -$237 -1 -2%
BWM
2635
Bernard Wealth Management
Michigan
$10.5K +$10.9K +46 New
PC
2636
Promus Capital
Illinois
$10.3K +$10.7K +45 New
TFGT
2637
TS Financial Group (TSFG)
Illinois
$10K -$9.71K -41 -47%
FDW
2638
Fourth Dimension Wealth
Ohio
$9.81K +$10.2K +43 New
HHGA
2639
Halbert Hargrove Global Advisors
California
$9.45K +$9.71K +41 New
LFA
2640
Legend Financial Advisors
Pennsylvania
$9.35K
RS
2641
Rakuten Securities
Japan
$9.35K +$7.58K +32 +356%
PCM
2642
Perritt Capital Management
Illinois
$9.14K
TCM
2643
TD Capital Management
Tennessee
$9.12K
PCWA
2644
Pacific Capital Wealth Advisors
California
$8.89K -$1.89K -8 -17%
SIC
2645
SJS Investment Consulting
Ohio
$8.69K -$1.66K -7 -16%
ETS
2646
ESL Trust Services
New York
$8.44K
EIM
2647
Essex Investment Management
Massachusetts
$7.98K
DRP
2648
Decker Retirement Planning
Utah
$7.98K +$8.29K +35 New
CAWM
2649
Capital A Wealth Management
Pennsylvania
$7.75K +$8.05K +34 New
NC
2650
NewSquare Capital
Pennsylvania
$7.75K +$8.05K +34 New

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.