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US Bancorp

1,713 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, 685 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: 1,6711,713 (+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: 685

Holders
1,713
Holders Change
+42
Holders Change %
+2.51%
% of All Funds
24.59%
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
685
Closed
88
Calls
$457M
Puts
$451M
Net Calls
+$5.71M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
751
Doliver Advisors
Texas
$1.31M -$19.7K -450 -2%
MAM
752
Meeder Asset Management
Ohio
$1.31M +$1.23M +28,129 +5,824%
WF
753
Welch & Forbes
Massachusetts
$1.3M -$190K -4,325 -13%
LGWM
754
Litman Gregory Wealth Management
California
$1.3M -$471K -10,750 -27%
HWM
755
HighMark Wealth Management
Minnesota
$1.3M +$6.54K +149 +0.5%
GAM
756
Griffin Asset Management
New York
$1.3M -$21.8K -497 -2%
HI
757
Horizon Investments
North Carolina
$1.3M -$4.52K -103 -0.4%
CG
758
Corundum Group
Colorado
$1.29M -$303K -6,903 -20%
KPWS
759
Kestra Private Wealth Services
Texas
$1.28M -$121K -2,766 -9%
ET
760
Equitable Trust
Tennessee
$1.28M -$20K -455 -2%
AMBIA
761
Allen Mooney & Barnes Investment Advisors
Georgia
$1.27M -$38.3K -874 -3%
DP
762
Dearborn Partners
Illinois
$1.27M -$9.26K -211 -0.8%
LTAS
763
Linden Thomas Advisory Services
North Carolina
$1.27M -$2.59K -59 -0.2%
AA
764
Aire Advisors
California
$1.27M +$439 +10 +0%
FAM
765
Formidable Asset Management
Ohio
$1.27M -$40.3K -918 -3%
EF
766
Empowered Funds
Pennsylvania
$1.26M +$104K +2,375 +9%
LCWP
767
Legacy Capital Wealth Partners
Arkansas
$1.26M +$35.5K +809 +3%
GBT
768
Grove Bank & Trust
Florida
$1.26M +$1.16M +26,353 +2,235%
PA
769
Probity Advisors
Texas
$1.26M +$29.5K +672 +3%
CC
770
Centiva Capital
New York
$1.25M +$554K +12,627 +86%
FHB
771
First Hawaiian Bank
Hawaii
$1.24M +$178K +4,058 +18%
VFA
772
Valeo Financial Advisors
Indiana
$1.24M -$108K -2,456 -8%
SAM
773
Shell Asset Management
Netherlands
$1.24M +$1.19M +27,167 New
CFG
774
Citizens Financial Group
Rhode Island
$1.24M +$276K +6,291 +31%
HKIM
775
Hayek Kallen Investment Management
Alabama
$1.23M -$77.1K -1,757 -6%

USB Hedge Fund Activity: Q3 2024 in Review

1,713 of the 6,965 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 685 trimmed.

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

  • 1,713 institutional investors held US Bancorp (USB) as of Q3 2024, up from 1,671 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.