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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
FPAS
701
Focus Partners Advisor Solutions
Missouri
$5.05M +$1.66M +7,032 +47%
GRP
702
Global Retirement Partners
California
$5.02M -$147K -622 -3%
CI
703
Cherokee Insurance
Michigan
$5.02M +$5.21M +22,000 New
TBC
704
Tweedy, Browne Co
Connecticut
$5.01M -$4.95M -20,924 -49%
CI Investments Inc
705
CI Investments Inc
Ontario, Canada
$5M +$1.41M +5,969 +37%
WPP
706
Whalerock Point Partners
Rhode Island
$4.99M -$16.6K -70 -0.3%
LNWWM
707
Laird Norton Wetherby Wealth Management
California
$4.98M -$216K -913 -4%
WCM
708
Windward Capital Management
California
$4.97M -$96.1K -406 -2%
CCM
709
Cohen Capital Management
California
$4.92M -$9.47K -40 -0.2%
WIC
710
Wilkins Investment Counsel
Massachusetts
$4.89M +$124K +525 +3%
WCM
711
Wedge Capital Management
North Carolina
$4.85M -$357K -1,510 -7%
BG
712
Bollard Group
Massachusetts
$4.84M +$20.6K +87 +0.4%
EF
713
Empirical Finance
Pennsylvania
$4.81M -$71.7K -303 -1%
AS
714
Aware Super
Australia
$4.78M +$4.96M +20,969 New
TBA
715
Tower Bridge Advisors
Pennsylvania
$4.78M -$52.6K -222 -1%
SSB
716
Sandy Spring Bank
Maryland
$4.77M -$359K -1,515 -7%
HAG
717
HighPoint Advisor Group
Illinois
$4.76M -$315K -1,330 -6%
CFM
718
Capricorn Fund Managers
United Kingdom
$4.76M -$25.3K -107 -0.5%
LIM
719
Letson Investment Management
Georgia
$4.75M +$165K +698 +3%
PTCG
720
Pring Turner Capital Group
California
$4.73M +$278K +1,176 +6%
WP
721
WealthPLAN Partners
Nebraska
$4.73M -$41.2K -174 -0.8%
GT
722
Greenleaf Trust
Michigan
$4.69M +$187K +788 +4%
RFM
723
Royal Fund Management
Florida
$4.68M -$4.51M -19,037 -49%
KA
724
KLCM Advisors
Wisconsin
$4.68M +$35.5K +150 +0.7%
ERWM
725
Elk River Wealth Management
Colorado
$4.66M -$24.9K -105 -0.5%

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.