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Union Pacific

2,605 hedge funds and large institutions have $117B invested in Union Pacific in 2025 Q3 according to their latest regulatory filings, with 181 funds opening new positions, 958 increasing their positions, 1,037 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

3.2% more ownership

Funds ownership: 80.29%83.49% (+3.2%)

8% less repeat investments, than reductions

Existing positions increased: 958 | Existing positions reduced: 1,037

1% less funds holding

Funds holding: 2,6422,605 (-37)

Holders
2,605
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.69B
Puts
$1.07B
Net Calls
Net Calls Change

Top Buyers

1 +$1.63B
2 +$1B
3 +$913M
4
BlackRock
BlackRock
New York
+$823M
5
DZ Bank
DZ Bank
Germany
+$613M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
2001
Sageworth Trust
Pennsylvania
$360K
Members Trust
2002
Members Trust
Florida
$360K
OCM
2003
One Capital Management
California
$359K
NWMG
2004
Nicholson Wealth Management Group
South Carolina
$359K
RFA
2005
RTD Financial Advisors
Pennsylvania
$358K
HIC
2006
Holderness Investments Company
North Carolina
$357K
BCG
2007
Breakwater Capital Group
New Jersey
$357K
GAMC
2008
Garner Asset Management Corp
Texas
$355K
LWM
2009
Liberty Wealth Management
California
$355K
JF
2010
Joule Financial
Kentucky
$355K
BCM
2011
Blume Capital Management
California
$355K
EMB
2012
Elefante Mark B
$355K
CNBOF
2013
City National Bank of Florida
Florida
$354K
SCP
2014
Sivia Capital Partners
California
$350K
HIMS
2015
Hager Investment Management Services
New Hampshire
$349K
NQWM
2016
Northwest Quadrant Wealth Management
Oregon
$349K
SIM
2017
Sentry Investment Management
Wisconsin
$349K
CMF
2018
Counterpoint Mutual Funds
California
$348K
BFWA
2019
Benchmark Financial Wealth Advisors
Florida
$348K
SDWIA
2020
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$347K
AF
2021
Atala Financial
California
$347K
RAG
2022
RIA Advisory Group
Iowa
$344K
OCPWS
2023
One Charles Private Wealth Services
Massachusetts
$343K
EIG
2024
Ellenbecker Investment Group
Wisconsin
$343K
AIP
2025
ARS Investment Partners
New York
$342K