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
HWM
2651
Horizons Wealth Management
North Carolina
$7.07K
IHWM
2652
Iron Horse Wealth Management
Iowa
$7.07K
MC
2653
Montag & Caldwell
Georgia
$7.07K +$7.34K +31 New
HFS
2654
Hopwood Financial Services
Virginia
$6.84K +$7.1K +30 New
Q1WB
2655
Quest 10 Wealth Builders
Virginia
$6.84K +$7.1K +30 New
NS
2656
NBC Securities
Alabama
$6.76K -$7.09M -29,947 -100%
1IA
2657
1620 Investment Advisors
Massachusetts
$6.67K -$47.3K -200 -87%
CJH
2658
Christopher J. Hasenberg
Wisconsin
$6.38K
CF
2659
Conquis Financial
California
$6.38K +$6.63K +28 New
PSFG
2660
Park Square Financial Group
Georgia
$6.38K +$6.63K +28 New
MAM
2661
Morse Asset Management
Connecticut
$6.16K
TWD
2662
True Wealth Design
Ohio
$5.96K +$1.42K +6 +30%
QL
2663
Quarry LP
New York
$5.93K -$661K -2,792 -99%
CWA
2664
Carolina Wealth Advisors
South Carolina
$5.93K
MRP
2665
Measured Risk Portfolios
California
$5.93K +$6.16K +26 New
KHC
2666
Koesten Hirschmann & Crabtree
Kansas
$5.7K -$5.45K -23 -48%
CAM
2667
Creekmur Asset Management
Illinois
$5.7K
ACM
2668
Anfield Capital Management
California
$5.7K +$5.92K +25 New
RFS
2669
Richardson Financial Services
Massachusetts
$5.7K +$5.92K +25 New
CCA
2670
Criterion Capital Advisors
Tennessee
$5.66K
AWM
2671
Activest Wealth Management
Florida
$5.47K +$5.68K +24 New
WCM
2672
WealthTrak Capital Management
Virginia
$5.47K +$5.68K +24 New
WCM
2673
Westend Capital Management
California
$5.02K
SFCL
2674
Strengthening Families & Communities LLC
Massachusetts
$5K -$138K -582 -97%
LD
2675
Lipe & Dalton
New York
$5K -$12.5K -53 -71%

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.