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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
MIM
2126
Macroview Investment Management
Maryland
$333K +$2.13K +9 +0.6%
MSWM
2127
Master's Wealth Management
Pennsylvania
$333K +$345K +1,459 New
BAWM
2128
Bennett Associates Wealth Management
Pennsylvania
$332K -$13.7K -58 -4%
ABLA
2129
Alan B. Lancz & Associates
Ohio
$332K
RAG
2130
RIA Advisory Group
Iowa
$332K +$5.45K +23 +2%
PMFA
2131
Plante Moran Financial Advisors
Michigan
$331K +$6.16K +26 +2%
LA
2132
Lifeworks Advisors
Michigan
$331K +$14.2K +60 +4%
GF
2133
Gabelli Funds
New York
$331K -$9.47K -40 -3%
BFAG
2134
Blackston Financial Advisory Group
Florida
$330K +$34.8K +147 +11%
ESBC
2135
E.S. Barr & Co
Kentucky
$330K -$2.6K -11 -0.8%
PPC
2136
Park Place Capital
Alabama
$330K -$15.6K -66 -4%
PWA
2137
Providence Wealth Advisors
Illinois
$329K
TF
2138
Tompkins Financial
New York
$328K
HIM
2139
Harbour Investment Management
Washington
$327K +$94.5K +399 +39%
FNC
2140
First National Corp
Massachusetts
$327K -$5.21K -22 -2%
FAFN
2141
First Affirmative Financial Network
Colorado
$326K -$7.1K -30 -2%
LSPW
2142
Lake Street Private Wealth
Illinois
$325K -$68.7K -290 -17%
ECM
2143
Elgethun Capital Management
South Dakota
$324K +$25.1K +106 +8%
EA
2144
Everpar Advisors
Oklahoma
$324K +$84K +355 +33%
WA
2145
WealthTrust Axiom
Pennsylvania
$324K
KCM
2146
Kendall Capital Management
Maryland
$323K -$23.7K -100 -7%
MA
2147
Maxele Advisors
Missouri
$323K +$335K +1,416 New
WMWM
2148
Wilkins Miller Wealth Management
Alabama
$322K +$335K +1,413 New
ILI
2149
Invesco LLC (Illinois)
Illinois
$322K +$41K +173 +14%
HL
2150
HeadInvest LLC
Maine
$321K

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.