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US Bancorp

1,712 hedge funds and large institutions have $55.8B invested in US Bancorp in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 628 increasing their positions, 684 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 88

15% more capital invested

Capital invested by funds: $48.4B → $55.8B (+$7.47B)

3% more funds holding

Funds holding: 1,6701,712 (+42)

1% more call options, than puts

Call options by funds: $457M | Put options by funds: $451M

0.16% more ownership

Funds ownership: 78.04%78.2% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

8% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 684

Holders
1,712
Holders Change
+42
Holders Change %
+2.51%
% of All Funds
24.58%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
150
Increased
628
Reduced
684
Closed
88
Calls
$457M
Puts
$451M
Net Calls
+$5.71M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
576
LifeSteps Financial
California
$2.32M
9WM
577
9258 Wealth Management
Ohio
$2.32M -$386K -8,812 -15%
MCM
578
MAI Capital Management
Ohio
$2.3M -$294K -6,714 -12%
FTDI
579
First Trust Direct Indexing
Massachusetts
$2.29M +$537K +12,245 +32%
EF
580
Empirical Finance
Pennsylvania
$2.29M +$64K +1,459 +3%
Kovitz Investment Group Partners
581
Kovitz Investment Group Partners
Illinois
$2.27M -$757K -17,267 -21%
LDB
582
Lee, Danner & Bass
Tennessee
$2.27M
TFO
583
Tarbox Family Office
California
$2.27M -$4.96K -113 -0.2%
NMIMC
584
Northwestern Mutual Investment Management Company
Wisconsin
$2.26M -$8.86K -202 -0.4%
RIM
585
RW Investment Management
Idaho
$2.26M +$39.3K +895 +2%
LF
586
Lantz Financial
Illinois
$2.24M +$40.5K +923 +2%
NB
587
NBT Bank
New York
$2.22M -$94.2K -2,148 -4%
MGWM
588
Marks Group Wealth Management
Minnesota
$2.2M -$19K -433 -0.9%
SG Americas Securities
589
SG Americas Securities
New York
$2.19M -$10M -228,517 -83%
ICM
590
IMS Capital Management
Oregon
$2.19M
CA
591
Claris Advisors
Missouri
$2.19M +$37.9K +864 +2%
TC
592
TwinBeech Capital
New York
$2.19M -$3.17M -72,168 -60%
PK
593
Pflug Koory
Nebraska
$2.19M +$2.1M +47,792 New
VA
594
Vident Advisory
Georgia
$2.16M +$113K +2,575 +6%
WANY
595
Wealthspire Advisors (New York)
New York
$2.16M +$231K +5,270 +13%
VCA
596
Verdence Capital Advisors
Maryland
$2.15M +$233K +5,308 +13%
DWM
597
Dakota Wealth Management
Florida
$2.15M -$118K -2,696 -5%
AAS
598
Annex Advisory Services
Wisconsin
$2.14M +$1.28M +29,119 +164%
CG
599
Caprock Group
Idaho
$2.14M +$70.4K +1,606 +4%
MYLI
600
Meiji Yasuda Life Insurance
Japan
$2.14M -$46.9K -1,070 -2%

USB Hedge Fund Activity: Q3 2024 in Review

1,712 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2024, worth a combined $55.8B — up 15% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new USB positions and 88 closed out — a net gain of 62 holders — while 628 added to existing stakes and 684 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $691M. The largest seller was MUFG Bank, cutting an estimated $945M.

  • 1,712 institutional investors held US Bancorp (USB) as of Q3 2024, up from 1,670 in Q2 2024.
  • Funds reported $55.8B of US Bancorp stock for Q3 2024, up 15% quarter-over-quarter.
  • 150 funds opened new US Bancorp positions in Q3 2024 and 88 closed out, a net change of +62 holders.
  • The largest US Bancorp buyer in Q3 2024 was Fidelity Investments, an estimated $691M added.
  • The largest US Bancorp seller in Q3 2024 was MUFG Bank, an estimated $945M sold.

Based on aggregated 13F filings for Q3 2024.