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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
FFA
2101
Florida Financial Advisors
Florida
$347K +$361K +1,523 New
BFWA
2102
Benchmark Financial Wealth Advisors
Florida
$347K -$30.8K -130 -8%
RIM
2103
RW Investment Management
Idaho
$347K
CCAM
2104
Cascades Capital Asset Management
North Carolina
$346K +$20.8K +88 +6%
BCA
2105
Bay Colony Advisors
Massachusetts
$345K -$12.1K -51 -3%
CCMG
2106
Clark Capital Management Group
Pennsylvania
$343K +$13.5K +57 +4%
HWM
2107
Hohimer Wealth Management
Washington
$343K
CC
2108
Callan Capital
California
$343K -$75.5K -319 -18%
BCM
2109
Blume Capital Management
California
$342K
OCPWS
2110
One Charles Private Wealth Services
Massachusetts
$341K +$3.79K +16 +1%
GLLW
2111
Graves Light Lenhart Wealth
Virginia
$340K -$9.23K -39 -3%
AWM
2112
Accurate Wealth Management
Florida
$340K -$37.2K -157 -9%
HC
2113
Hamilton Capital
Ohio
$340K +$51.1K +216 +17%
RF
2114
Robinswood Financial
Washington
$339K
CCM
2115
Carlson Capital Management
Minnesota
$338K -$6.16K -26 -2%
BWM
2116
Birchcreek Wealth Management
Ohio
$337K -$46.4K -196 -12%
JWM
2117
JFG Wealth Management
Colorado
$337K
MWM
2118
Mascagni Wealth Management
Mississippi
$336K +$337K +1,422 New
PEAK6
2119
PEAK6
Illinois
$335K +$348K +1,471 New
EFM
2120
E Fund Management
China
$335K +$42.9K +181 +14%
BGAI
2121
Bruce G. Allen Investments
Colorado
$335K +$32.2K +136 +10%
MAWA
2122
Moss Adams Wealth Advisors
Washington
$335K +$39.3K +166 +13%
NQWM
2123
Northwest Quadrant Wealth Management
Oregon
$334K +$19.9K +84 +6%
BAAM
2124
Baker Avenue Asset Management
California
$334K -$31.3K -132 -8%
BFG
2125
Birch Financial Group
New Hampshire
$334K +$347K +1,464 New

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.