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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
Capstone Investment Advisors
926
Capstone Investment Advisors
New York
$790K -$297K -6,044 -27%
BPWM
927
Badgley Phelps Wealth Managers
Washington
$788K
WIC
928
Wilkins Investment Counsel
Massachusetts
$787K
GCA
929
Gallagher Capital Advisors
Texas
$784K +$806K +16,386 New
LJAC
930
L.J. Altfest & Co
New York
$784K +$10.5K +213 +1%
TAM
931
Trust Asset Management
Texas
$781K
IA
932
IFG Advisors
Missouri
$778K -$17.3K -352 -2%
NIM
933
Northeast Investment Management
Massachusetts
$775K -$94.6K -1,923 -11%
GWM
934
Geneos Wealth Management
Colorado
$773K -$394 -8 -0%
SC
935
Steph & Co
Wisconsin
$771K +$32.3K +656 +4%
MA
936
Montag & Associates
Georgia
$771K +$1.48K +30 +0.2%
CI
937
Cigna Investments
Connecticut
$768K
PAG
938
Powers Advisory Group
Illinois
$767K -$11.3K -229 -1%
BG
939
Bollard Group
Massachusetts
$757K -$963K -19,575 -55%
WTC
940
WhitTier Trust Company
Nevada
$757K -$26.9K -547 -3%
LSA
941
L & S Advisors
California
$756K
LWAM
942
Legacy Wealth Asset Management
Minnesota
$752K -$17.7K -360 -2%
LFG
943
Larson Financial Group
Missouri
$748K +$238K +4,829 +45%
SWP
944
Sagespring Wealth Partners
Tennessee
$744K +$765K +15,558 New
PA
945
Prossimo Advisors
California
$744K +$1.97K +40 +0.3%
MMA
946
Miracle Mile Advisors
California
$743K +$375K +7,633 +97%
HCM
947
Howard Capital Management
Georgia
$743K +$322K +6,548 +73%
APW
948
Axim Planning & Wealth
Ohio
$738K
RC
949
Rovin Capital
Arizona
$736K -$195K -3,961 -20%
FIA
950
Foundations Investment Advisors
Arizona
$736K +$147K +2,993 +24%

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.