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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 %
RIA
1801
Regal Investment Advisors
Michigan
$545K +$105K +461 +24%
TCBWMS
1802
Texas Capital Bank Wealth Management Services
Texas
$545K +$2.28K +10 +0.4%
MFG
1803
MidWestOne Financial Group
Iowa
$545K – – –
CP
1804
Canopy Partners
Ohio
$544K +$11.4K +50 +2%
VCM
1805
Vivaldi Capital Management
Illinois
$543K +$84.2K +331 +18%
TIA
1806
Traphagen Investment Advisors
New Jersey
$543K – – –
RWM
1807
Refined Wealth Management
Utah
$542K +$2.97K +13 +0.6%
JSL
1808
JT Stratford LLC
Georgia
$542K -$132K -578 -20%
IFU
1809
iSAM Funds (UK)
United Kingdom
$541K -$922K -4,045 -63%
B
1810
BetterWealth
California
$541K +$541K +2,372 New
SFWC
1811
Strategic Family Wealth Counselors
New Jersey
$540K +$3.65K +16 +0.7%
TSWM
1812
Triangle Securities Wealth Management
North Carolina
$538K – – –
MF
1813
Montis Financial
Massachusetts
$537K – – –
ACM
1814
Armbruster Capital Management
New York
$537K -$547K -2,400 -50%
OPPS
1815
Obsidian Personal Planning Solutions
Maryland
$537K – – –
SMH
1816
Sanders Morris Harris
Texas
$537K – – –
BFA
1817
Bill Few Associates
Pennsylvania
$536K -$5.47K -24 -1%
LAM
1818
L2 Asset Management
Massachusetts
$535K -$16K -70 -3%
LFG
1819
Larson Financial Group
Missouri
$532K +$34.7K +152 +7%
MIC
1820
Means Investment Company
Maine
$531K -$278K -1,221 -34%
HIG
1821
Heritage Investment Group
Florida
$529K -$7.52K -33 -1%
CSWG
1822
Cardinal Strategic Wealth Guidance
Kentucky
$529K +$102K +446 +24%
SWA
1823
SFMG Wealth Advisors
Texas
$528K -$2.74K -12 -0.5%
TNAM
1824
Terra Nova Asset Management
New York
$528K +$456 +2 +0.1%
MAM
1825
Mystic Asset Management
Rhode Island
$527K +$10.3K +45 +2%
71 72
73
74 75