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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
MSS
551
Mitchell Sinkler & Starr
Pennsylvania
$8.21M
YIA
552
YHB Investment Advisors
Connecticut
$8.2M -$72.7K -307 -0.8%
AssetMark Inc
553
AssetMark Inc
California
$8.19M +$1.19M +5,035 +16%
CAM
554
Cresset Asset Management
Illinois
$8.18M -$11M -46,464 -56%
OCAM
555
Onex Canada Asset Management
Ontario, Canada
$8.13M -$70.1K -296 -0.8%
SMI
556
Shelter Mutual Insurance
Missouri
$8.1M
EB
557
Eastern Bank
Massachusetts
$8.07M -$3.31K -14 -0%
AFG
558
Albion Financial Group
Utah
$8.05M -$102K -430 -1%
PCM
559
Palisade Capital Management
New Jersey
$8.04M -$129K -545 -2%
IAA
560
Independent Advisor Alliance
North Carolina
$8.02M +$499K +2,107 +6%
AWS
561
Atria Wealth Solutions
New York
$8.02M +$18.2K +77 +0.2%
Loomis, Sayles & Company
562
Loomis, Sayles & Company
Massachusetts
$8.01M +$1.02M +4,302 +14%
TIG
563
Tribune Investment Group
New York
$7.98M +$8.29M +35,000 New
EARNEST Partners
564
EARNEST Partners
Georgia
$7.98M -$1.46M -6,156 -15%
PA
565
Perennial Advisors
New York
$7.93M +$8.24M +34,794 New
CFG
566
Citizens Financial Group
Rhode Island
$7.92M -$812K -3,429 -9%
AAS
567
Avantax Advisory Services
Texas
$7.88M -$358K -1,511 -4%
PR
568
Payden & Rygel
California
$7.87M +$7.24M +30,600 +785%
KOCAA
569
Knights of Columbus Asset Advisors
Connecticut
$7.86M -$51.6K -218 -0.6%
PAS
570
Park Avenue Securities
New York
$7.85M +$1.72M +7,277 +27%
AG
571
Advocate Group
Minnesota
$7.84M -$59.2K -250 -0.7%
LWM
572
Lyell Wealth Management
California
$7.78M -$89.5K -378 -1%
FNT
573
First National Trust
Pennsylvania
$7.74M +$5.72M +24,150 +246%
ACM
574
Adalta Capital Management
New York
$7.7M
BVDMP
575
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$7.64M

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.