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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
HWA
876
HCR Wealth Advisors
California
$962K +$10.4K +211 +1%
FTWA
877
Fifth Third Wealth Advisors
Ohio
$958K -$2.66K -54 -0.3%
BCM
878
Brasada Capital Management
Texas
$957K
AL
879
Aspiriant LLC
California
$955K -$39.2K -797 -4%
MIM
880
Morningstar Investment Management
Illinois
$933K -$1.67M -33,863 -63%
FCB
881
First County Bank
Connecticut
$925K +$33.5K +680 +4%
BA
882
Bridgewater Advisors
New York
$917K -$541 -11 -0.1%
MLA
883
My Legacy Advisors
Oregon
$916K +$4.53K +92 +0.5%
OQS
884
Occudo Quantitative Strategies
Florida
$914K +$941K +19,119 New
MFS
885
Mirabella Financial Services
United Kingdom
$914K +$940K +19,100 New
CIAS
886
CFS Investment Advisory Services
New Jersey
$906K +$66.7K +1,356 +8%
DTL
887
Dynamic Technology Lab
Singapore
$904K -$1.76M -35,795 -65%
DIA
888
Dana Investment Advisors
Wisconsin
$904K +$75.9K +1,543 +9%
EWA
889
Exencial Wealth Advisors
Oklahoma
$901K +$3.05K +62 +0.3%
JWM
890
JGP Wealth Management
Oregon
$898K -$9.45K -192 -1%
LBC
891
Lowe Brockenbrough & Co
Virginia
$895K -$6.64K -135 -0.7%
GS
892
GTS Securities
New York
$895K +$64.6K +1,314 +8%
LA
893
LBP AM
France
$882K +$88.5K +1,800 +11%
SLI
894
Sumitomo Life Insurance
Japan
$874K -$40.8K -829 -4%
LIM
895
Leavell Investment Management
Alabama
$870K -$59K -1,200 -6%
MWM
896
Modern Wealth Management
Kansas
$861K +$886K +18,005 New
TSWM
897
Triangle Securities Wealth Management
North Carolina
$854K -$50.3K -1,023 -5%
FWP
898
FAS Wealth Partners
Kansas
$853K -$5.31K -108 -0.6%
AIA
899
Angeles Investment Advisors
California
$851K -$7.72K -157 -0.9%
FFM
900
Fullerton Fund Management
Singapore
$850K +$18.6K +379 +2%

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.