We are live on ! Find out more
USB icon

US Bancorp

1,849 hedge funds and large institutions have $60.9B invested in US Bancorp in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 626 increasing their positions, 696 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 262 | Existing positions closed: 90

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

9% more capital invested

Capital invested by funds: $55.8B → $60.9B (+$5.09B)

8% more funds holding

Funds holding: 1,7121,849 (+137)

2.58% more ownership

Funds ownership: 78.2%80.79% (+2.6%)

10% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 696

20% less call options, than puts

Call options by funds: $435M | Put options by funds: $547M

Holders
1,849
Holders Change
+137
Holders Change %
+8%
% of All Funds
24.35%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
262
Increased
626
Reduced
696
Closed
90
Calls
$435M
Puts
$547M
Net Calls
-$112M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
426
Partners Capital Investment Group
Massachusetts
$4.7M -$7.61M -154,597 -61%
SPG
427
Strategic Planning Group
Utah
$4.7M +$120K +2,441 +3%
RP
428
Rice Partnership
Hawaii
$4.67M -$3.33M -67,660 -41%
JLBC
429
J.L. Bainbridge & Co
Florida
$4.64M
ATFA
430
All Terrain Financial Advisors
Minnesota
$4.63M +$74.5K +1,515 +2%
AAM
431
Advisors Asset Management
Colorado
$4.61M -$3.63M -73,846 -43%
HIMCH
432
Hartford Investment Management Co (HIMCO)
Connecticut
$4.61M -$91.7K -1,865 -2%
NA
433
NewEdge Advisors
Louisiana
$4.6M +$30.3K +616 +0.6%
ACH
434
ArrowMark Colorado Holdings
Colorado
$4.53M -$2.5M -50,800 -35%
BRM
435
Boston Research & Management
Massachusetts
$4.52M +$75.3K +1,530 +2%
SC
436
Schulhoff & Co
Ohio
$4.49M -$48.5K -986 -1%
WP
437
Woodline Partners
California
$4.48M +$4.61M +93,686 New
NIM
438
NEOS Investment Management
Connecticut
$4.44M +$1.1M +22,299 +32%
CL
439
Choreo LLC
Illinois
$4.43M -$174K -3,547 -4%
PA
440
Perennial Advisors
New York
$4.42M +$4.55M +92,482 New
Allspring Global Investments
441
Allspring Global Investments
North Carolina
$4.37M -$3.1M -63,116 -41%
Brown Advisory
442
Brown Advisory
Maryland
$4.35M +$84.7K +1,721 +2%
AssetMark Inc
443
AssetMark Inc
California
$4.35M -$344K -6,990 -7%
BAM
444
BOS Asset Management
Illinois
$4.33M -$26.4K -536 -0.6%
CBB
445
Citizens Business Bank
California
$4.33M +$2.03M +41,344 +189%
IWC
446
Integrated Wealth Concepts
Massachusetts
$4.32M +$2.88M +58,450 +183%
VWM
447
Valley Wealth Managers
New Jersey
$4.31M -$572K -11,637 -11%
HR
448
Howe & Rusling
New York
$4.29M -$127K -2,582 -3%
MGIA
449
Moneta Group Investment Advisors
Missouri
$4.27M -$142K -2,887 -3%
WCFA
450
Walkner Condon Financial Advisors
Wisconsin
$4.22M +$3.49K +71 +0.1%

USB Hedge Fund Activity: Q4 2024 in Review

1,849 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2024, worth a combined $60.9B — up 9.1% from $55.8B a quarter earlier.

Buyers outnumbered sellers: 262 funds opened new USB positions and 90 closed out — a net gain of 172 holders — while 626 added to existing stakes and 696 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $548M. The largest seller was Viking Global Investors, cutting an estimated $451M.

  • 1,849 institutional investors held US Bancorp (USB) as of Q4 2024, up from 1,712 in Q3 2024.
  • Funds reported $60.9B of US Bancorp stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 262 funds opened new US Bancorp positions in Q4 2024 and 90 closed out, a net change of +172 holders.
  • The largest US Bancorp buyer in Q4 2024 was Morgan Stanley, an estimated $548M added.
  • The largest US Bancorp seller in Q4 2024 was Viking Global Investors, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.