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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 %
GWM
2001
GSB Wealth Management
Connecticut
$394K +$2.51K +11 +0.6%
OIS
2002
Okabena Investment Services
Minnesota
$394K -$768K -3,368 -66%
CFG
2003
Clayton Financial Group
Missouri
$392K – – –
BCI
2004
Blue Capital Inc
Nebraska
$392K +$392K +1,719 New
CAI
2005
Capital Advisors Inc
Oklahoma
$390K +$1.82K +8 +0.5%
SCP
2006
Sivia Capital Partners
California
$390K +$17.3K +76 +5%
DWM
2007
David Wealth Management
Virginia
$390K +$390K +1,709 New
EWA
2008
Encompass Wealth Advisors
Oregon
$389K -$1.12M -4,910 -74%
NFC
2009
Northeast Financial Consultants
Connecticut
$389K +$4.56K +20 +1%
VIA
2010
Victrix Investment Advisors
Florida
$389K +$389K +1,704 New
RW
2011
Rede Wealth
Virginia
$388K +$3.19K +14 +0.8%
ITIM
2012
Indiana Trust & Investment Management
Indiana
$388K – – –
TPW
2013
Transatlantique Private Wealth
New York
$388K – – –
EMB
2014
Elefante Mark B
$388K +$388K +1,700 New
HFP
2015
Holistic Financial Partners
Indiana
$387K +$25.8K +113 +7%
LOIP
2016
Live Oak Investment Partners
Texas
$387K -$436K – –
LWM
2017
Liberty Wealth Management
California
$387K +$10.7K +47 +3%
KA
2018
Kovack Advisors
Florida
$386K +$72.5K +318 +23%
HBT
2019
Heartland Bank & Trust
Illinois
$385K +$8.44K +37 +2%
CSPIA
2020
Cary Street Partners Investment Advisory
Virginia
$384K -$2.8M -12,281 -88%
LOPW
2021
Live Oak Private Wealth
North Carolina
$384K – – –
AWA
2022
Acorn Wealth Advisors
Michigan
$384K +$2.51K +11 +0.7%
CPA
2023
Cardiff Park Advisors
California
$384K – – –
BIA
2024
Beacon Investment Advisors
Maryland
$383K +$228 +1 +0.1%
AFP
2025
Alpha Financial Partners
Kentucky
$383K +$383K +1,678 New
79 80
81
82 83