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US Bancorp

1,849 hedge funds and large institutions have $60.9B invested in US Bancorp in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 626 increasing their positions, 696 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 262 | Existing positions closed: 90

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

9% more capital invested

Capital invested by funds: $55.8B → $60.9B (+$5.09B)

8% more funds holding

Funds holding: 1,7121,849 (+137)

2.58% more ownership

Funds ownership: 78.2%80.79% (+2.6%)

10% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 696

20% less call options, than puts

Call options by funds: $435M | Put options by funds: $547M

Holders
1,849
Holders Change
+137
Holders Change %
+8%
% of All Funds
24.35%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
262
Increased
626
Reduced
696
Closed
90
Calls
$435M
Puts
$547M
Net Calls
-$112M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
776
Profund Advisors
Maryland
$1.38M -$65.4K -1,329 -4%
FCT
777
First Community Trust
Iowa
$1.38M -$24.7K -503 -2%
VFA
778
Valeo Financial Advisors
Indiana
$1.38M +$77K +1,565 +6%
AWP
779
Ascent Wealth Partners
New York
$1.37M -$5.61K -114 -0.4%
JG
780
Jain Global
New York
$1.37M +$1.41M +28,722 New
HWM
781
HighMark Wealth Management
Minnesota
$1.37M +$10.1K +206 +0.7%
FG
782
Fiduciary Group
Georgia
$1.36M -$30.2K -613 -2%
WTFG
783
Wood Tarver Financial Group
Idaho
$1.36M +$1.4M +28,405 New
DA
784
Doliver Advisors
Texas
$1.36M -$16.6K -338 -1%
PWS
785
Peloton Wealth Strategists
Indiana
$1.35M +$66.4K +1,350 +5%
BMWS
786
Brady Martz Wealth Solutions
North Dakota
$1.34M +$1.35M +27,386 New
ST
787
Somerset Trust
Pennsylvania
$1.34M +$63.6K +1,293 +5%
AFG
788
Atomi Financial Group
New York
$1.34M +$196K +3,980 +17%
ET
789
Equitable Trust
Tennessee
$1.34M +$1.18K +24 +0.1%
AA
790
Aire Advisors
California
$1.33M +$5.17K +105 +0.4%
LTAS
791
Linden Thomas Advisory Services
North Carolina
$1.33M +$1.43K +29 +0.1%
NHC
792
Nicholas Hoffman & Company
Georgia
$1.33M +$90.4K +1,838 +7%
FAM
793
Formidable Asset Management
Ohio
$1.32M -$4.72K -96 -0.3%
WF
794
Welch & Forbes
Massachusetts
$1.32M -$48.5K -985 -3%
CAWM
795
Capital Advisors Wealth Management
Washington
$1.3M +$32.2K +655 +2%
GAM
796
Griffin Asset Management
New York
$1.29M -$69.7K -1,416 -5%
HKIM
797
Hayek Kallen Investment Management
Alabama
$1.28M -$14K -285 -1%
SAM
798
Shell Asset Management
Netherlands
$1.27M -$25.2K -512 -2%
EWM
799
Evercore Wealth Management
New York
$1.27M -$7.23K -147 -0.5%
EHC
800
Everett Harris & Co
California
$1.27M +$35.4K +719 +3%

USB Hedge Fund Activity: Q4 2024 in Review

1,849 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2024, worth a combined $60.9B — up 9.1% from $55.8B a quarter earlier.

Buyers outnumbered sellers: 262 funds opened new USB positions and 90 closed out — a net gain of 172 holders — while 626 added to existing stakes and 696 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $548M. The largest seller was Viking Global Investors, cutting an estimated $451M.

  • 1,849 institutional investors held US Bancorp (USB) as of Q4 2024, up from 1,712 in Q3 2024.
  • Funds reported $60.9B of US Bancorp stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 262 funds opened new US Bancorp positions in Q4 2024 and 90 closed out, a net change of +172 holders.
  • The largest US Bancorp buyer in Q4 2024 was Morgan Stanley, an estimated $548M added.
  • The largest US Bancorp seller in Q4 2024 was Viking Global Investors, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.