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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
FWM
2276
FSA Wealth Management
Massachusetts
$256K +$237 +1 +0.1%
MCM
2277
Monument Capital Management
Virginia
$255K +$50.7K +214 +24%
BCM
2278
Boltwood Capital Management
California
$255K -$4.74K -20 -2%
PAA
2279
Peregrine Asset Advisers
Oregon
$255K -$14.2K -60 -5%
CTC
2280
Cetera Trust Company
Minnesota
$255K
WIM
2281
Warwick Investment Management
Texas
$255K -$14.7K -62 -5%
BBPWM
2282
Blue Bell Private Wealth Management
Pennsylvania
$253K -$3.55K -15 -1%
CIG
2283
Cairn Investment Group
Washington
$253K
CA
2284
Cortland Associates
Missouri
$252K
DOA
2285
D'Orazio & Associates
Virginia
$251K -$2.13K -9 -0.8%
AIM
2286
Acropolis Investment Management
Missouri
$251K +$142K +600 +120%
APWM
2287
Argonautica Private Wealth Management
Massachusetts
$250K -$3.79K -16 -1%
HCA
2288
Horan Capital Advisors
Ohio
$250K
PA
2289
Pineridge Advisors
Missouri
$250K +$196K +827 +307%
MWA
2290
Muirfield Wealth Advisors
North Carolina
$250K +$259K +1,096 New
FFM
2291
Flagstone Financial Management
Nebraska
$249K
FPW
2292
Flywheel Private Wealth
California
$249K +$259K +1,093 New
AP
2293
Adero Partners
California
$249K +$34.3K +145 +15%
SPWG
2294
Sage Private Wealth Group
Illinois
$249K -$13K -55 -5%
AWM
2295
Act Wealth Management
Texas
$249K
WPC
2296
Waters Parkerson & Co
Louisiana
$249K
WCM
2297
WealthBridge Capital Management
Ohio
$248K
AWM
2298
Aprio Wealth Management
Georgia
$248K +$29.4K +124 +13%
AGWCA
2299
Annis Gardner Whiting Capital Advisors
Florida
$248K -$1.18K -5 -0.5%
FI
2300
Finivi Inc
Massachusetts
$246K +$473 +2 +0.2%

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.