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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
SFP
926
Shepherd Financial Partners
Massachusetts
$740K +$53.6K +1,223 +8%
GWM
927
Geneos Wealth Management
Colorado
$739K +$199K +4,544 +39%
LJAC
928
L.J. Altfest & Co
New York
$739K +$24.8K +565 +4%
PCS
929
Personal CFO Solutions
New Jersey
$738K -$88.5K -2,017 -11%
WIC
930
Woodmont Investment Counsel
Tennessee
$737K -$27.7K -631 -4%
MA
931
Montag & Associates
Georgia
$736K -$55.9K -1,275 -7%
LWAM
932
Legacy Wealth Asset Management
Minnesota
$736K +$1.49K +34 +0.2%
CI
933
Cigna Investments
Connecticut
$735K -$14.6K -332 -2%
NS
934
NBC Securities
Alabama
$733K -$127K -2,906 -15%
JFL
935
Jarislowsky, Fraser Ltd
Quebec, Canada
$729K -$182K -4,150 -21%
LSA
936
L & S Advisors
California
$723K
NAS
937
Nicolet Advisory Services
Wisconsin
$719K -$86.1K -1,964 -11%
PA
938
Prossimo Advisors
California
$709K +$26.1K +595 +4%
SC
939
Steph & Co
Wisconsin
$708K +$39.4K +899 +6%
APW
940
Axim Planning & Wealth
Ohio
$705K
LIM
941
Longfellow Investment Management
Massachusetts
$705K +$4.08K +93 +0.6%
IIM
942
INTECH Investment Management
Florida
$699K +$259K +5,911 +63%
DDC
943
DF Dent & Co
Maryland
$699K
CAM
944
Cidel Asset Management
Ontario, Canada
$696K -$11.6K -265 -2%
WI
945
WrapManager Inc
California
$696K -$128K -2,923 -16%
RA
946
RFG Advisory
Alabama
$692K -$179K -4,074 -21%
GSB
947
Greenfield Savings Bank
Massachusetts
$689K +$8.25K +188 +1%
NW
948
NewEdge Wealth
Pennsylvania
$688K -$97.5K -2,223 -13%
OFS
949
Oldfather Financial Services
Nebraska
$688K +$2.15K +49 +0.3%
SVWAG
950
Sound View Wealth Advisors Group
Georgia
$684K +$55.9K +1,274 +9%

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.