We are live on ! Find out more
USB icon

US Bancorp

1,670 hedge funds and large institutions have $48.4B invested in US Bancorp in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 598 increasing their positions, 671 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.49% less ownership

Funds ownership: 78.53%78.04% (-0.49%)

4% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 141

2% less funds holding

Funds holding: 1,7011,670 (-31)

11% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 671

11% less capital invested

Capital invested by funds: $54.6B → $48.4B (-$6.25B)

20% less call options, than puts

Call options by funds: $277M | Put options by funds: $348M

31% less funds holding in top 10

Funds holding in top 10: 3625 (-11)

Holders
1,670
Holders Change
-31
Holders Change %
-1.82%
% of All Funds
24.12%
Holding in Top 10
25
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-30.56%
% of All Funds
0.36%
New
135
Increased
598
Reduced
671
Closed
141
Calls
$277M
Puts
$348M
Net Calls
-$71.3M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
751
Integrated Wealth Concepts
Massachusetts
$1.2M +$163 +4 +0%
FG
752
Fiduciary Group
Georgia
$1.2M -$37.1K -910 -3%
SCI
753
Stableford Capital II
Arizona
$1.19M -$44K -1,080 -4%
VI
754
Vestcor Inc
New Brunswick, Canada
$1.19M
HCA
755
Horan Capital Advisors
Ohio
$1.19M
FCT
756
First Community Trust
Iowa
$1.18M
EWM
757
Evercore Wealth Management
New York
$1.18M -$49.1K -1,204 -4%
SFA
758
Sequoia Financial Advisors
Ohio
$1.18M -$3.96M -97,116 -77%
VFA
759
Valeo Financial Advisors
Indiana
$1.18M -$30K -735 -2%
SEC
760
Seven Eight Capital
New York
$1.17M +$1.2M +29,472 New
TPA
761
Trivium Point Advisory
Connecticut
$1.16M -$38.5K -944 -3%
MFP
762
Meridian Financial Partners
Virginia
$1.16M +$1.06M +26,080 New
DA
763
Doliver Advisors
Texas
$1.16M -$26.5K -650 -2%
AWP
764
Ascent Wealth Partners
New York
$1.15M -$3.06K -75 -0.3%
GAM
765
Griffin Asset Management
New York
$1.15M -$34.5K -847 -3%
HKIM
766
Hayek Kallen Investment Management
Alabama
$1.14M -$7.46K -183 -0.6%
AMBIA
767
Allen Mooney & Barnes Investment Advisors
Georgia
$1.14M -$4.53K -111 -0.4%
FAM
768
Formidable Asset Management
Ohio
$1.13M +$2.57K +63 +0.2%
TSS
769
Two Sigma Securities
New York
$1.13M +$317K +7,778 +37%
HI
770
Horizon Investments
North Carolina
$1.13M +$2.61K +64 +0.2%
ET
771
Equitable Trust
Tennessee
$1.13M +$11.3K +276 +1%
HWM
772
HighMark Wealth Management
Minnesota
$1.12M +$15.1K +371 +1%
DP
773
Dearborn Partners
Illinois
$1.11M -$154K -3,775 -12%
AA
774
ALPS Advisors
Colorado
$1.11M -$58.8K -1,441 -5%
LTAS
775
Linden Thomas Advisory Services
North Carolina
$1.1M -$23.2K -568 -2%

USB Hedge Fund Activity: Q2 2024 in Review

1,670 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2024, worth a combined $48.4B — down 11% from $54.6B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of USB and 135 opened new positions — a net loss of 6 holders — while 671 trimmed existing stakes and 598 added.

The largest buyer was Balyasny Asset Management, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $694M.

  • 1,670 institutional investors held US Bancorp (USB) as of Q2 2024, down from 1,701 in Q1 2024.
  • Funds reported $48.4B of US Bancorp stock for Q2 2024, down 11% quarter-over-quarter.
  • 135 funds opened new US Bancorp positions in Q2 2024 and 141 closed out, a net change of -6 holders.
  • The largest US Bancorp buyer in Q2 2024 was Balyasny Asset Management, an estimated $153M added.
  • The largest US Bancorp seller in Q2 2024 was JP Morgan Chase, an estimated $694M sold.

Based on aggregated 13F filings for Q2 2024.