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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 %
FA
1451
Fiducient Advisors
Illinois
$988K +$719K +3,153 +268%
TBT
1452
Texas Bank & Trust
Texas
$985K +$985K +4,321 New
VDI
1453
Vaughan David Investments
Illinois
$984K -$26.5K -116 -3%
SSWM
1454
Sheets Smith Wealth Management
North Carolina
$979K -$7.3K -32 -0.7%
SMA
1455
Sage Mountain Advisors
Georgia
$979K +$88.9K +390 +10%
JWCA
1456
J.W. Coons Advisors
Ohio
$978K +$79.8K +350 +9%
QWM
1457
Quadcap Wealth Management
Texas
$975K +$1.14K +5 +0.1%
SIM
1458
Sentry Investment Management
Wisconsin
$975K -$79.2K -347 -8%
DMBA
1459
Deseret Mutual Benefit Administrators
Utah
$974K +$11.9K +52 +1%
CWP
1460
Curated Wealth Partners
California
$974K +$56.1K +246 +6%
AIC
1461
Argus Investors Counsel
New York
$971K -$113K -496 -10%
QWP
1462
Quotient Wealth Partners
Texas
$967K +$4.79K +21 +0.5%
PP
1463
Patron Partners
Texas
$967K +$117K +515 +14%
PHS
1464
Pekin Hardy Strauss
Illinois
$964K +$45.6K +200 +5%
TP
1465
Tranquility Partners
Tennessee
$964K -$17.8K -78 -2%
MWM
1466
McMill Wealth Management
Nebraska
$962K +$962K +4,220 New
KWA
1467
Kingswood Wealth Advisors
California
$961K -$869K -3,809 -47%
VWA
1468
Visionary Wealth Advisors
Illinois
$960K -$42K -184 -4%
BTWM
1469
Baker Tilly Wealth Management
Wisconsin
$959K +$151K +664 +19%
PAM
1470
Paradigm Asset Management
New York
$958K +$958K +4,200 New
ADBIC
1471
A.D. Beadell Investment Counsel
Wisconsin
$957K -$13.7K -60 -1%
KP
1472
Keel Point
Alabama
$955K +$70.9K +311 +8%
CWP
1473
Core Wealth Partners
California
$953K – – –
CIP
1474
Convergence Investment Partners
Florida
$953K -$882K -3,866 -48%
BCM
1475
Barden Capital Management
Texas
$948K +$11.2K +49 +1%
57 58
59
60 61