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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
2151
Realta Investment Advisors
Delaware
$312K -$16.4K -71 -5%
MPW
2152
Monterey Private Wealth
California
$310K +$38.3K +168 +14%
CFGW
2153
Chancellor Financial Group WB
Pennsylvania
$309K +$309K +1,356 New
MHR
2154
Matthew Hamilton Rosenberg
$309K -$5.24K -23 -2%
WIC
2155
Woodmont Investment Counsel
Tennessee
$309K +$7.3K +32 +2%
WKSWA
2156
White Knight Strategic Wealth Advisors
New Jersey
$309K +$309K +1,354 New
LRPA
2157
L. Roy Papp & Associates
Arizona
$308K – – –
VBWMG
2158
Von Berge Wealth Management Group
California
$307K – – –
GIA
2159
GHP Investment Advisors
Colorado
$306K +$19.6K +86 +7%
VFA
2160
Values First Advisors
Tennessee
$306K +$210K +919 +218%
AIA
2161
AssuredPartners Investment Advisors
Florida
$305K +$305K +1,338 New
DWM
2162
DecisionMap Wealth Management
Virginia
$305K +$305K +1,338 New
PSP
2163
Pacific Sage Partners
Washington
$305K – – –
JWA
2164
JFS Wealth Advisors
Pennsylvania
$304K -$13.7K -60 -4%
HIM
2165
Hanlon Investment Management
New Jersey
$303K -$684 -3 -0.2%
FPWM
2166
FSB Premier Wealth Management
Iowa
$303K +$3.65K +16 +1%
BA
2167
Bluesphere Advisors
Pennsylvania
$302K -$17.1K -75 -5%
BA
2168
Bellwether Advisors
Nebraska
$302K – – –
CG
2169
Clarus Group
Texas
$302K -$1.83K -8 -0.6%
PSCM
2170
Per Stirling Capital Management
Texas
$301K -$81.6K -358 -21%
SIC
2171
Sage Investment Counsel
Tennessee
$301K +$301K +1,318 New
MIC
2172
Meridian Investment Counsel
California
$300K – – –
CIS
2173
Connors Investor Services
Pennsylvania
$300K – – –
FCT
2174
First Community Trust
Iowa
$300K – – –
USWIA
2175
UP Strategic Wealth Investment Advisors
Pennsylvania
$300K +$65K +285 +28%
85 86
87
88 89