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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 %
WBCM
1601
Wilson & Boucher Capital Management
California
$739K – – –
BWIA
1602
Bryant Woods Investment Advisors
New York
$738K – – –
EFP
1603
Elser Financial Planning
Indiana
$738K +$2.97K +13 +0.4%
CG
1604
Clifford Group
Massachusetts
$736K -$31.2K -137 -4%
PCM
1605
Pointe Capital Management
Michigan
$736K – – –
HAS
1606
HBW Advisory Services
California
$735K -$79.8K -350 -10%
KHCM
1607
Kirtland Hills Capital Management
Ohio
$734K +$42.9K +188 +6%
DFG
1608
Delta Financial Group
New Jersey
$732K +$732K +3,211 New
PTB
1609
Pioneer Trust Bank
Oregon
$731K +$5.93K +26 +0.8%
RPWA
1610
Regent Peak Wealth Advisors
Georgia
$729K -$1.53M -6,722 -68%
DWM
1611
Dopkins Wealth Management
New York
$727K – – –
CPSC
1612
Carl P. Sherr & Co
Massachusetts
$723K – – –
PFGIA
1613
Patriot Financial Group Insurance Agency
Massachusetts
$722K -$27.1K -119 -4%
FFA
1614
Fortune Financial Advisors
Kansas
$720K -$228 -1 -0%
GWA
1615
Gratus Wealth Advisors
Virginia
$718K -$224K -982 -24%
GFP
1616
Gryphon Financial Partners
Ohio
$718K -$9.58K -42 -1%
AO
1617
Advisor OS
Illinois
$715K +$68K +298 +11%
CF
1618
Copperwynd Financial
Arizona
$713K -$80.3K -352 -10%
FFC
1619
First Financial Corp
Indiana
$713K – – –
DS
1620
DRW Securities
Illinois
$712K -$798K -3,501 -53%
BFS
1621
Bard Financial Services
Connecticut
$709K – – –
AW
1622
Alteri Wealth
California
$709K +$709K +3,107 New
SW
1623
SMART Wealth
Nebraska
$705K -$140K -614 -17%
SJIM
1624
St. Johns Investment Management
Florida
$705K +$8.21K +36 +1%
RWA
1625
River Wealth Advisors
Pennsylvania
$703K -$107K -471 -13%
63 64
65
66 67