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US Bancorp

1,820 hedge funds and large institutions have $52.3B invested in US Bancorp in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 679 increasing their positions, 710 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $346M | Put options by funds: $291M

1% less first-time investments, than exits

New positions opened: 162 | Existing positions closed: 164

4% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 710

1.18% less ownership

Funds ownership: 80.79%79.6% (-1.2%)

2% less funds holding

Funds holding: 1,8501,820 (-30)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

14% less capital invested

Capital invested by funds: $60.9B → $52.3B (-$8.61B)

Holders
1,820
Holders Change
-30
Holders Change %
-1.62%
% of All Funds
24.4%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.46%
New
162
Increased
679
Reduced
710
Closed
164
Calls
$346M
Puts
$291M
Net Calls
+$55.2M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
426
Summit Financial Wealth Advisors
Louisiana
$4.48M +$108K +2,338 +2%
ELC
427
Edgar Lomax Company
Virginia
$4.48M -$5.96M -129,140 -55%
FPAS
428
Focus Partners Advisor Solutions
Missouri
$4.46M +$210K +4,555 +5%
SAM
429
Synergy Asset Management
Washington
$4.41M +$4.8M +104,083 +33,684%
EWA
430
EP Wealth Advisors
California
$4.36M +$152K +3,302 +3%
MIA
431
MainStreet Investment Advisors
Illinois
$4.35M -$54.7K -1,185 -1%
RFM
432
Royal Fund Management
Florida
$4.34M +$958K +20,774 +25%
BL
433
BCWM LLC
Kansas
$4.3M -$631K -13,685 -12%
ANTB
434
AMG National Trust Bank
Colorado
$4.29M -$12.8K -278 -0.3%
MC
435
Machina Capital
France
$4.27M +$3.96M +85,874 +566%
LA
436
Lakeside Advisors
Washington
$4.25M -$33.4K -723 -0.7%
AssetMark Inc
437
AssetMark Inc
California
$4.24M +$438K +9,497 +10%
GAG
438
Goodman Advisory Group
Massachusetts
$4.22M -$679K -14,710 -13%
PA
439
Perennial Advisors
New York
$4.21M +$334K +7,241 +8%
EP
440
Edgestream Partners
New Jersey
$4.19M +$4.58M +99,248 New
CFM
441
Catalyst Funds Management
Australia
$4.15M +$4.53M +98,280 New
SPG
442
Strategic Planning Group
Utah
$4.13M -$11.9K -259 -0.3%
RP
443
Rice Partnership
Hawaii
$4.12M -$7.94K -172 -0.2%
UB
444
UMB Bank
Missouri
$4.11M -$564K -12,225 -11%
JLBC
445
J.L. Bainbridge & Co
Florida
$4.09M
BBHC
446
Brown Brothers Harriman & Co
New York
$4.05M -$155K -3,351 -3%
PAS
447
Point72 Asia (Singapore)
Singapore
$4.05M +$4.42M +95,849 New
ATFA
448
All Terrain Financial Advisors
Minnesota
$4.03M -$65.7K -1,425 -1%
HIMCH
449
Hartford Investment Management Co (HIMCO)
Connecticut
$4.03M -$45.5K -986 -1%
SC
450
Schulhoff & Co
Ohio
$3.97M +$3K +65 +0.1%

USB Hedge Fund Activity: Q1 2025 in Review

1,820 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2025, worth a combined $52.3B — down 14% from $60.9B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of USB and 162 opened new positions — a net loss of 2 holders — while 710 trimmed existing stakes and 679 added.

The largest buyer was Viking Global Investors, adding an estimated $481M. The largest seller was Charles Schwab, cutting an estimated $1.84B.

  • 1,820 institutional investors held US Bancorp (USB) as of Q1 2025, down from 1,850 in Q4 2024.
  • Funds reported $52.3B of US Bancorp stock for Q1 2025, down 14% quarter-over-quarter.
  • 162 funds opened new US Bancorp positions in Q1 2025 and 164 closed out, a net change of -2 holders.
  • The largest US Bancorp buyer in Q1 2025 was Viking Global Investors, an estimated $481M added.
  • The largest US Bancorp seller in Q1 2025 was Charles Schwab, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2025.