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Union Pacific

2,362 hedge funds and large institutions have $97.9B invested in Union Pacific in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 923 increasing their positions, 914 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,362
Holders Change
-45
Holders Change %
-1.87%
% of All Funds
37.8%
Holding in Top 10
58
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.38%
% of All Funds
0.93%
New
168
Increased
923
Reduced
914
Closed
156
Calls
$2.83B
Puts
$1.31B
Net Calls
+$1.52B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Shares
Change %
PSP
2001
Pacific Sage Partners
Washington
$268K
LWM
2002
Liberty Wealth Management
California
$267K +$267K +1,326 New
PO
2003
Private Ocean
California
$266K
SHWM
2004
Smith & Howard Wealth Management
Georgia
$266K
TCOK
2005
Trust Company of Kansas
Kansas
$266K
BAM
2006
Blueshift Asset Management
New Jersey
$266K -$194K -966 -42%
UAS
2007
United Asset Strategies
New York
$266K
CIP
2008
Convergence Investment Partners
Florida
$265K -$5.24K -26 -2%
MTIC
2009
Missouri Trust & Investment Company
Missouri
$265K -$20.1K -100 -7%
FOA
2010
Five Oceans Advisors
California
$264K -$2.82K -14 -1%
MWPCG
2011
Measured Wealth Private Client Group
New Hampshire
$264K -$6.64K -33 -2%
WJA
2012
Willis Johnson & Associates
Texas
$262K -$53.7K -267 -17%
HI
2013
Hudock Inc
Pennsylvania
$262K +$201 +1 +0.1%
SA
2014
SRH Advisors
Kansas
$262K
ECM
2015
Elgethun Capital Management
South Dakota
$262K
WC
2016
Wexford Capital
Florida
$262K -$4.2M -20,864 -94%
ESBC
2017
E.S. Barr & Co
Kentucky
$262K -$29.4K -146 -10%
MAM
2018
Marquette Asset Management
Minnesota
$262K
TF
2019
Talbot Financial
Washington
$262K
HFRG
2020
Houlihan Financial Resource Group
Virginia
$261K +$4.82K +24 +2%
BA
2021
Ballast Advisors
Minnesota
$261K
RIS
2022
Retirement Income Solutions
Michigan
$259K +$24.2K +120 +10%
GWCM
2023
Godshalk Welsh Capital Management
Pennsylvania
$259K
QFA
2024
Quantum Financial Advisors
California
$258K
PHAM
2025
Palisades Hudson Asset Management
Florida
$257K