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Union Pacific
UNP

Overview Fund Activity

2,588 hedge funds and large institutions have $117B invested in Union Pacific in 2024 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,015 increasing their positions, 974 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+45
Holders Change %
+1.77%
% of All Funds
37.43%
Holding in Top 10
53
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.16%
% of All Funds
0.77%
New
175
Increased
1,015
Reduced
974
Closed
95
Calls
$1.23B
Puts
$1.22B
Net Calls
+$6.29M
Net Calls Change
-$375M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$835M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$355M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$204M
4
Capital World Investors
Capital World Investors
California
+$166M
5
Franklin Resources
Franklin Resources
California
+$153M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$350M
2
SWM
Scissortail Wealth Management
Oklahoma
-$232M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$196M
4
First Trust Advisors
First Trust Advisors
Illinois
-$181M
5
SCP
Soroban Capital Partners
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPAM
2001
Cary Street Partners Asset Management
Virginia
$378K +$12.6K +51 +3%
ALC
2002
Alexander Labrunerie & Co
Missouri
$378K – – –
GLLW
2003
Graves Light Lenhart Wealth
Virginia
$377K -$7.39K -30 -2%
CFGSD
2004
Compass Financial Group (South Dakota)
South Dakota
$377K +$493 +2 +0.1%
EBSAM
2005
Eubel Brady & Suttman Asset Management
Ohio
$377K -$11.1K -45 -3%
RIM
2006
RW Investment Management
Idaho
$375K – – –
GFPC
2007
Global Financial Private Client
Florida
$374K +$27.9K +113 +8%
KCM
2008
Kendall Capital Management
Maryland
$374K -$3.7K -15 -1%
BAWM
2009
Bennett Associates Wealth Management
Pennsylvania
$374K +$374K +1,516 New
HIC
2010
Holderness Investments Company
North Carolina
$373K +$4.68K +19 +1%
PCP
2011
Proficio Capital Partners
Massachusetts
$373K -$112K -454 -23%
SWA
2012
Stratos Wealth Advisors
Ohio
$373K -$5.18K -21 -1%
PPC
2013
Park Place Capital
Alabama
$372K -$78.4K -318 -17%
CCM
2014
Carlson Capital Management
Minnesota
$372K +$6.41K +26 +2%
HWM
2015
Hohimer Wealth Management
Washington
$371K +$40.4K +164 +12%
DA
2016
DCM Advisors
New York
$370K – – –
BCM
2017
Blume Capital Management
California
$370K – – –
GF
2018
Gabelli Funds
New York
$367K -$27.1K -110 -7%
ATWA
2019
Arbor Trust Wealth Advisors
Michigan
$366K – – –
FA
2020
Faithward Advisors
Pennsylvania
$365K +$28.6K +116 +8%
OCPWS
2021
One Charles Private Wealth Services
Massachusetts
$365K – – –
JWM
2022
JFG Wealth Management
Colorado
$364K +$364K +1,476 New
BDF
2023
Black Diamond Financial
Maryland
$362K -$12.8K -52 -3%
NG
2024
Norden Group
Utah
$360K +$21.4K +87 +6%
FAFN
2025
First Affirmative Financial Network
Colorado
$360K +$53.7K +218 +18%
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