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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
TA
2801
TrueWealth Advisors
Alabama
-$214K -870 Closed
CCM
2802
Canal Capital Management
Virginia
-$214K -869 Closed
EWA
2803
Etesian Wealth Advisors
Oregon
-$213K -866 Closed
SW
2804
Solidarity Wealth
Utah
-$213K -866 Closed
RFA
2805
Register Financial Advisors
Georgia
-$212K -861 Closed
MPM
2806
Meritage Portfolio Management
Kansas
-$212K -859 Closed
AIS
2807
AM Investment Strategies
Tennessee
-$210K -853 Closed
SFG
2808
Sovereign Financial Group
Connecticut
-$210K -853 Closed
LC
2809
LCNB Corp
Ohio
-$210K -852 Closed
AIA
2810
Angeles Investment Advisors
California
-$210K -851 Closed
PWMG
2811
Pinnacle Wealth Management Group
Michigan
-$209K -848 Closed
PTC
2812
Provident Trust Company
Wisconsin
-$209K -847 Closed
MAM
2813
Magellan Asset Management
Australia
-$208K -845 Closed
QPWM
2814
Quadrant Private Wealth Management
Pennsylvania
-$208K -845 Closed
LRIA
2815
Leonard Rickey Investment Advisors
Washington
-$208K -844 Closed
AI
2816
Accredited Investors
Minnesota
-$208K -843 Closed
BP
2817
BWM Planning
Texas
-$207K -839 Closed
ZIG
2818
Zullo Investment Group
Pennsylvania
-$206K -837 Closed
RWI
2819
Red Wave Investments
Pennsylvania
-$206K -835 Closed
SOAG
2820
Silver Oak Advisory Group
Oregon
-$205K -832 Closed
TSS
2821
Two Sigma Securities
New York
-$205K -831 Closed
FNBTCON
2822
First National Bank & Trust Co of Newtown
Pennsylvania
-$204K -829 Closed
KC
2823
Kinloch Capital
Virginia
-$204K -827 Closed
SHFP
2824
Second Half Financial Partners
Florida
-$204K -827 Closed
KCFA
2825
Key Client Fiduciary Advisors
New Jersey
-$203K -825 Closed

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.