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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
MFS
2001
Madrona Financial Services
Washington
$404K -$1.18K -5 -0.3%
CH
2002
Cromwell Holdings
Wyoming
$404K
ALA
2003
Atlas Legacy Advisors
California
$403K +$419K +1,769 New
JF
2004
Joule Financial
Kentucky
$402K +$5.68K +24 +1%
MEG
2005
Millstone Evans Group
Colorado
$401K +$416K +1,758 New
FCA
2006
FLC Capital Advisors
California
$400K
PG
2007
Patten Group
Tennessee
$399K
C
2008
Certuity
Florida
$398K +$144K +607 +53%
MKC
2009
M. Kraus & Co
Vermont
$398K
CAL
2010
Capital Advisors Ltd
Ohio
$398K -$1.18K -5 -0.3%
PWM
2011
PBMares Wealth Management
Virginia
$397K
PAM
2012
PCG Asset Management
New Jersey
$397K +$412K +1,740 New
DRD
2013
Dennis R. Delaney
$395K
NCM
2014
Northside Capital Management
Oregon
$395K +$118K +500 +41%
GWM
2015
GSB Wealth Management
Connecticut
$394K +$2.6K +11 +0.6%
OIS
2016
Okabena Investment Services
Minnesota
$394K -$797K -3,368 -66%
CFG
2017
Clayton Financial Group
Missouri
$392K
BCI
2018
Blue Capital Inc
Nebraska
$392K +$407K +1,719 New
CAI
2019
Capital Advisors Inc
Oklahoma
$390K +$1.89K +8 +0.5%
SCP
2020
Sivia Capital Partners
California
$390K +$18K +76 +5%
DWM
2021
David Wealth Management
Virginia
$390K +$405K +1,709 New
EWA
2022
Encompass Wealth Advisors
Oregon
$389K -$1.16M -4,910 -74%
NFC
2023
Northeast Financial Consultants
Connecticut
$389K +$4.74K +20 +1%
VIA
2024
Victrix Investment Advisors
Florida
$389K +$403K +1,704 New
RW
2025
Rede Wealth
Virginia
$388K +$3.31K +14 +0.8%

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.