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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
V
676
ViaWealth
Kansas
$1.77M -$19.6K -425 -1%
MSAM
677
Moloney Securities Asset Management
Missouri
$1.76M -$243K -5,270 -11%
FFA
678
Farther Finance Advisors
California
$1.75M +$1.26M +27,343 +189%
OFS
679
OneAscent Financial Services
Alabama
$1.74M +$1.42M +30,821 +296%
PWG
680
Portside Wealth Group
Utah
$1.74M +$95.1K +2,062 +5%
KAS
681
KPP Advisory Services
Kentucky
$1.74M -$91.4K -1,980 -5%
IWM
682
Iams Wealth Management
Nebraska
$1.73M +$299K +6,473 +19%
PHK
683
Point72 Hong Kong
Hong Kong
$1.72M +$1.88M +40,735 New
PPWP
684
Premier Path Wealth Partners
New Jersey
$1.72M -$30.1K -652 -2%
AA
685
Ancora Advisors
Ohio
$1.69M -$79K -1,713 -4%
CFMC
686
Curbstone Financial Management Corp
New Hampshire
$1.68M -$4.61K -100 -0.3%
TAP
687
Tounjian Advisory Partners
Florida
$1.68M +$1.83M +39,696 New
QC
688
Quadrature Capital
United Kingdom
$1.66M +$1.82M +39,386 New
OTL
689
Oak Thistle LLC
New York
$1.66M +$1.49M +32,276 +456%
SCM
690
Sterling Capital Management
North Carolina
$1.66M +$87K +1,885 +5%
Kayne Anderson Rudnick Investment Management
691
Kayne Anderson Rudnick Investment Management
California
$1.66M -$431K -9,345 -19%
DWM
692
Dakota Wealth Management
Florida
$1.66M -$193K -4,176 -10%
IIM
693
INTECH Investment Management
Florida
$1.66M +$288K +6,252 +19%
WWM
694
Western Wealth Management
Colorado
$1.66M +$66.9K +1,450 +4%
RAM
695
Redmond Asset Management
Virginia
$1.65M +$86.9K +1,884 +5%
SF
696
Summit Financial
New Jersey
$1.64M +$236K +5,113 +15%
I
697
InceptionR
California
$1.63M +$1.78M +38,637 New
CA
698
Cullinan Associates
Kentucky
$1.61M +$13.8K +300 +0.8%
SAG
699
SageView Advisory Group
California
$1.61M -$216K -4,690 -11%
HAG
700
HighPoint Advisor Group
Illinois
$1.6M +$46.6K +1,011 +3%

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.