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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
SFS
801
Sowell Financial Services
Arkansas
$1.27M -$517K -10,503 -28%
RMP
802
Richards, Merrill & Peterson
Washington
$1.27M +$1.31M +26,565 New
DP
803
Dearborn Partners
Illinois
$1.26M -$66.4K -1,350 -5%
CIG
804
Cairn Investment Group
Washington
$1.25M -$4.28K -87 -0.3%
W
805
Wealthquest
Ohio
$1.24M -$4.23K -86 -0.3%
LCWP
806
Legacy Capital Wealth Partners
Arkansas
$1.24M -$81.3K -1,653 -6%
PFM
807
Potomac Fund Management
Florida
$1.23M +$1.27M +25,807 New
SCI
808
Stableford Capital II
Arizona
$1.23M -$14.7K -299 -1%
PTB
809
Pioneer Trust Bank
Oregon
$1.21M -$70.8K -1,440 -5%
CCA
810
Cravens & Co Advisors
Tennessee
$1.21M +$1.24M +25,212 New
SRA
811
Secured Retirement Advisors
Minnesota
$1.2M +$1.23M +25,053 New
LGWM
812
Litman Gregory Wealth Management
California
$1.2M -$167K -3,387 -12%
MFP
813
Meridian Financial Partners
Virginia
$1.2M -$47.2K -959 -4%
CW
814
CreativeOne Wealth
Kansas
$1.19M -$278K -5,647 -18%
FFM
815
Forum Financial Management
Illinois
$1.19M +$614K +12,479 +101%
CPCPP
816
Canada Post Corporation Pension Plan
Canada
$1.19M +$1.22M +24,842 New
NRS
817
Neville Rodie & Shaw
New York
$1.19M +$244K +4,951 +25%
RSWM
818
Robertson Stephens Wealth Management
California
$1.18M +$8.71K +177 +0.7%
SMC
819
Smith, Moore & Co
Missouri
$1.18M -$394 -8 -0%
PFA
820
Pathway Financial Advisers
Indiana
$1.18M +$19.3K +392 +2%
FFM
821
Flagstone Financial Management
Nebraska
$1.18M +$197 +4 +0%
CI
822
CX Institutional
Indiana
$1.17M +$326K +6,631 +37%
SN
823
Sittner & Nelson
Oregon
$1.17M +$31.2K +634 +3%
IFG
824
Independent Financial Group
California
$1.16M -$14.5K -295 -1%
KPP
825
Kings Path Partners
Texas
$1.16M

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.