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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
PWS
776
Peloton Wealth Strategists
Indiana
$1.23M -$30.7K -700 -3%
GC
777
Gould Capital
Washington
$1.23M +$16.3K +371 +1%
ST
778
Somerset Trust
Pennsylvania
$1.23M -$9.17K -209 -0.8%
EWM
779
Evercore Wealth Management
New York
$1.22M -$128K -2,927 -10%
ACGA
780
Atlanta Consulting Group Advisors
Georgia
$1.22M +$1.17M +26,777 New
PTB
781
Pioneer Trust Bank
Oregon
$1.22M -$25.9K -591 -2%
CAWM
782
Capital Advisors Wealth Management
Washington
$1.21M -$42.1K -960 -4%
CCT
783
Capital City Trust
Florida
$1.2M -$933K -21,272 -45%
SCI
784
Stableford Capital II
Arizona
$1.2M -$13.4K -305 -1%
AA
785
ALPS Advisors
Colorado
$1.2M -$74.2K -1,691 -6%
CIG
786
Cairn Investment Group
Washington
$1.2M +$3.82K +87 +0.3%
MFP
787
Meridian Financial Partners
Virginia
$1.19M -$5.13K -117 -0.4%
NHC
788
Nicholas Hoffman & Company
Georgia
$1.18M -$44.2K -1,008 -4%
EHC
789
Everett Harris & Co
California
$1.18M -$38.4K -875 -3%
LF
790
LifePlan Financial
Minnesota
$1.16M +$276K +6,291 +33%
W
791
Wealthquest
Ohio
$1.16M +$1.14M +26,095 New
LIP
792
Lighthouse Investment Partners
Florida
$1.14M +$1.1M +25,000 New
MNBTD
793
Moody National Bank Trust Division
Texas
$1.14M +$191K +4,345 +21%
SMC
794
Smith, Moore & Co
Missouri
$1.13M -$34.4K -784 -3%
DEA
795
DoubleLine ETF Adviser
Florida
$1.13M -$79.9K -1,822 -7%
IFG
796
Independent Financial Group
California
$1.13M -$31.1K -708 -3%
FFM
797
Flagstone Financial Management
Nebraska
$1.13M +$132K +3,004 +14%
RSWM
798
Robertson Stephens Wealth Management
California
$1.13M -$12.1K -276 -1%
CYG
799
Clean Yield Group
Vermont
$1.12M
PFA
800
Pathway Financial Advisers
Indiana
$1.11M +$149K +3,406 +16%

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.