We are live on ! Find out more
USB icon

US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
926
Sunbelt Securities
Texas
$757K +$3.54K +84 +0.5%
CFA
927
Cahill Financial Advisors
Minnesota
$755K +$293K +6,949 +70%
CP
928
Covenant Partners
Tennessee
$754K +$131K +3,093 +22%
WOC
929
West Oak Capital
California
$751K -$356K -8,425 -33%
CCAL
930
City Center Advisors LLC
Michigan
$749K +$699K +16,568 New
AIM
931
Aigen Investment Management
New York
$745K +$414K +9,815 +143%
LA
932
LBP AM
France
$744K -$71.4K -1,691 -9%
IA
933
IFG Advisors
Missouri
$743K
WT
934
Whittier Trust
California
$743K +$50.6K +1,199 +8%
CI
935
Cigna Investments
Connecticut
$738K -$4.94K -117 -0.7%
FMWA
936
Forvis Mazars Wealth Advisors
Missouri
$736K +$75.4K +1,786 +12%
WIC
937
Wilkins Investment Counsel
Massachusetts
$735K +$694K +16,450 New
AC
938
AlphaCore Capital
California
$733K +$9.28K +220 +1%
Koshinski Asset Management
939
Koshinski Asset Management
Illinois
$732K +$691K +16,378 New
RC
940
Rovin Capital
Arizona
$732K -$4.09K -97 -0.6%
CCP
941
Cunning Capital Partners
North Carolina
$732K
TAM
942
Trust Asset Management
Texas
$730K
DWM
943
Drive Wealth Management
Utah
$725K -$92.9K -2,201 -12%
PAG
944
Powers Advisory Group
Illinois
$723K -$17.1K -405 -2%
BW
945
Bison Wealth
Georgia
$717K -$54.3K -1,286 -7%
CAM
946
Cidel Asset Management
Ontario, Canada
$715K +$27.3K +647 +4%
WPC
947
Wedmont Private Capital
Pennsylvania
$708K +$25.8K +611 +4%
FRM
948
Fox Run Management
Connecticut
$707K +$667K +15,806 New
LSA
949
L & S Advisors
California
$706K -$2.43M -57,676 -78%
EA
950
Everpar Advisors
Oklahoma
$705K -$316K -7,486 -32%

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.