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Union Pacific
UNP

Overview Fund Activity

2,667 hedge funds and large institutions have $113B invested in Union Pacific in 2024 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 988 increasing their positions, 987 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,667
Holders Change
+79
Holders Change %
+3.05%
% 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
0.6%
New
289
Increased
988
Reduced
987
Closed
167
Calls
$1.23B
Puts
$914M
Net Calls
+$312M
Net Calls Change
+$306M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$493M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$368M
3
BlackRock
BlackRock
New York
+$366M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$296M
5
UBS AM
UBS AM
Illinois
+$295M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$698M
2
Bank of America
Bank of America
North Carolina
-$372M
3
Capital International Investors
Capital International Investors
California
-$369M
4
MG
Meritage Group
California
-$277M
5
Marshall Wace
Marshall Wace
United Kingdom
-$272M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVCP
2551
Silicon Valley Capital Partners
California
$29.7K +$228 +1 +0.8%
WWP
2552
WR Wealth Planners
Missouri
$29.6K -$8.44K -37 -22%
FC
2553
Fairscale Capital
New Hampshire
$29.4K – – –
SAM
2554
Synergy Asset Management
Washington
$29.1K +$29.1K +118 New
IWP
2555
IAG Wealth Partners
Wisconsin
$28.5K -$17.1K -75 -38%
EWP
2556
Elevation Wealth Partners
California
$28.5K +$6.84K +30 +32%
KLWA
2557
Kelly Lawrence W & Associates
California
$28.3K – – –
CPG
2558
Cornerstone Planning Group
New Jersey
$28.2K +$763 +3 +3%
HFS
2559
HBC Financial Services
Washington
$28K – – –
LIS
2560
Legacy Investment Solutions
Idaho
$27.8K +$3.63K +15 +15%
LWMI
2561
Legacy Wealth Management (Idaho)
Idaho
$27.8K +$3.63K +15 +15%
SC
2562
Stephens Consulting
Michigan
$27.6K – – –
PWMG
2563
Private Wealth Management Group
New Jersey
$27.6K +$228 +1 +0.8%
CFS
2564
Compass Financial Services
Iowa
$25.3K +$25.3K +111 New
CJ
2565
Caitlin John
Michigan
$25.2K +$227 +1 +0.9%
CCC
2566
Chelsea Counsel Company
California
$25.1K -$22.8K -100 -48%
FA
2567
Fedenia Advisers
Wisconsin
$25.1K +$25.1K +110 New
FA
2568
Financial Avengers
California
$25.1K +$228 +1 +0.9%
BIA
2569
Bell Investment Advisors
California
$24.9K -$3.65K -16 -13%
RCM
2570
Richardson Capital Management
Wisconsin
$23.9K – – –
WA
2571
WPG Advisers
Maryland
$23.7K +$23.7K +104 New
TCM
2572
Tributary Capital Management
Nebraska
$23.5K – – –
JAM
2573
JCIC Asset Management
Ontario, Canada
$22.8K – – –
AWM
2574
AllSquare Wealth Management
New York
$22.8K – – –
PGAM
2575
Princeton Global Asset Management
New Jersey
$22.8K – – –
101 102
103
104 105