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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
VIPI
501
Vista Investment Partners II
Indiana
$3.49M +$3.59M +73,021 New
KFP
502
Keystone Financial Planning
Ohio
$3.47M +$814K +16,552 +30%
KeyBank National Association
503
KeyBank National Association
Ohio
$3.45M +$14.6K +296 +0.4%
Kovitz Investment Group Partners
504
Kovitz Investment Group Partners
Illinois
$3.45M +$393K +7,989 +12%
Two Sigma Investments
505
Two Sigma Investments
New York
$3.44M -$66.8M -1,358,361 -95%
MCB
506
Morton Community Bank
Illinois
$3.43M -$6.39K -130 -0.2%
TCM
507
Teza Capital Management
Illinois
$3.43M -$6.31M -128,312 -64%
IEFM
508
IQ EQ Fund Management
Ireland
$3.42M +$96.8K +1,967 +3%
CSWM
509
Cassady Schiller Wealth Management
Ohio
$3.42M -$132K -2,686 -4%
TB
510
Terril Brothers
Missouri
$3.41M +$344 +7 +0%
HH
511
Hilltop Holdings
Texas
$3.41M +$52.6K +1,069 +2%
EF
512
Exeter Financial
Arizona
$3.4M -$339K -6,900 -9%
DRS
513
Deane Retirement Strategies
Louisiana
$3.38M +$32.8K +667 +1%
MOS
514
MGO One Seven
Ohio
$3.37M +$238K +4,847 +7%
CAM
515
Cacti Asset Management
Georgia
$3.33M -$167K -3,400 -5%
AWS
516
Atria Wealth Solutions
New York
$3.32M +$659K +13,396 +24%
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.31M +$613K +12,451 +22%
CCM
518
Coldstream Capital Management
Washington
$3.3M -$33.4K -679 -1%
NB
519
Norinchukin Bank
Japan
$3.28M +$256K +5,199 +8%
KMWM
520
Keudell/Morrison Wealth Management
Oregon
$3.25M -$95.9K -1,950 -3%
XF
521
XML Financial
Maryland
$3.25M +$82.2K +1,671 +3%
CNB
522
Camden National Bank
Maine
$3.23M +$9.25K +188 +0.3%
LA
523
Lynch & Associates
Indiana
$3.22M +$65.2K +1,326 +2%
UCFA
524
United Capital Financial Advisors
Texas
$3.22M -$12.7K -258 -0.4%
IA
525
IFG Advisory
Georgia
$3.2M -$31.5K -640 -0.9%

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.