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US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
651
Curbstone Financial Management Corp
New Hampshire
$1.81M -$122K -2,900 -7%
PGA
652
Portland Global Advisors
Maine
$1.8M -$65.4K -1,550 -4%
TMAM
653
Tokio Marine Asset Management
Japan
$1.8M +$169K +4,007 +11%
GT
654
Greenleaf Trust
Michigan
$1.79M -$209K -4,952 -11%
SFS
655
Stiles Financial Services
Minnesota
$1.79M -$81.4K -1,930 -5%
AWM
656
Aviso Wealth Management
Washington
$1.79M +$53.1K +1,259 +3%
BOSSRA
657
B.O.S.S. Retirement Advisors
Utah
$1.78M -$209K -4,943 -11%
PI
658
PineBridge Investments
New York
$1.78M +$1.68M +39,717 New
PTB
659
Pioneer Trust Bank
Oregon
$1.76M -$1.88M -44,606 -53%
SCM
660
Schnieders Capital Management
California
$1.76M -$57K -1,350 -3%
LA
661
LVW Advisors
New York
$1.76M +$448K +10,612 +37%
SC
662
Searle & Co
Connecticut
$1.75M
LGWM
663
Litman Gregory Wealth Management
California
$1.75M -$211K -5,000 -11%
GI
664
GS Investments
Minnesota
$1.74M +$12.2K +290 +0.8%
MCWS
665
McKinley Carter Wealth Services
West Virginia
$1.73M +$50K +1,184 +3%
CAM
666
Carret Asset Management
New York
$1.73M -$26.4K -625 -2%
SB
667
Simmons Bank
Arkansas
$1.72M -$1.39K -33 -0.1%
MFWM
668
Motley Fool Wealth Management
Virginia
$1.71M +$10.6K +251 +0.7%
CASC
669
Coppell Advisory Solutions Corp
Texas
$1.71M +$1.62M +38,362 New
SPIA
670
Steward Partners Investment Advisory
New York
$1.7M -$131K -3,093 -8%
PPWP
671
Premier Path Wealth Partners
New Jersey
$1.7M +$1.13M +26,754 +236%
CCMIC
672
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.7M +$46K +1,090 +3%
NIM
673
NEOS Investment Management
Connecticut
$1.7M +$698K +16,534 +77%
RAM
674
Redmond Asset Management
Virginia
$1.69M -$94.1K -2,229 -6%
CWM
675
Cornerstone Wealth Management
Missouri
$1.69M +$57.1K +1,353 +4%

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.