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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
BWM
2151
Baron Wealth Management
Michigan
$321K +$10.7K +45 +3%
CHC
2152
City Holding Co
West Virginia
$321K
GCM
2153
Gables Capital Management
Florida
$320K
HFRG
2154
Houlihan Financial Resource Group
Virginia
$320K
CWM
2155
Campbell Wealth Management
Virginia
$320K +$332K +1,402 New
BDF
2156
Black Diamond Financial
Maryland
$320K -$15.4K -65 -4%
C1AG
2157
Client 1st Advisory Group
Florida
$319K
MIM
2158
Montgomery Investment Management
Maryland
$319K
CFS
2159
Commonwealth Financial Services
West Virginia
$318K +$48.1K +203 +17%
AAP
2160
Arax Advisory Partners
Colorado
$318K +$228K +962 +224%
WCWM
2161
Willow Creek Wealth Management
California
$317K -$6.63K -28 -2%
CB
2162
Chris Bulman
California
$317K -$208K -879 -39%
BWM
2163
BlackDiamond Wealth Management
New York
$315K -$5.45K -23 -2%
CTC
2164
Corundum Trust Company
South Dakota
$315K
LP
2165
LMR Partners
United Kingdom
$314K +$326K +1,379 New
SN
2166
Sittner & Nelson
Oregon
$314K +$1.66K +7 +0.5%
TWP
2167
Triad Wealth Partners
Kansas
$314K +$326K +1,376 New
RIA
2168
Realta Investment Advisors
Delaware
$312K -$16.8K -71 -5%
MPW
2169
Monterey Private Wealth
California
$310K +$39.8K +168 +14%
CFGW
2170
Chancellor Financial Group WB
Pennsylvania
$309K +$321K +1,356 New
MHR
2171
Matthew Hamilton Rosenberg
$309K -$5.45K -23 -2%
WIC
2172
Woodmont Investment Counsel
Tennessee
$309K +$7.58K +32 +2%
WKSWA
2173
White Knight Strategic Wealth Advisors
New Jersey
$309K +$321K +1,354 New
LRPA
2174
L. Roy Papp & Associates
Arizona
$308K
VBWMG
2175
Von Berge Wealth Management Group
California
$307K

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.