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US Bancorp

1,820 hedge funds and large institutions have $52.3B invested in US Bancorp in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 679 increasing their positions, 710 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $346M | Put options by funds: $291M

1% less first-time investments, than exits

New positions opened: 162 | Existing positions closed: 164

4% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 710

1.18% less ownership

Funds ownership: 80.79%79.6% (-1.2%)

2% less funds holding

Funds holding: 1,8501,820 (-30)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

14% less capital invested

Capital invested by funds: $60.9B → $52.3B (-$8.61B)

Holders
1,820
Holders Change
-30
Holders Change %
-1.62%
% of All Funds
24.4%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.46%
New
162
Increased
679
Reduced
710
Closed
164
Calls
$346M
Puts
$291M
Net Calls
+$55.2M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Modern Wealth Management
Kansas
$813K +$57.3K +1,242 +7%
SFS
927
Sowell Financial Services
Arkansas
$806K -$346K -7,496 -28%
FRM
928
Fox Run Management
Connecticut
$802K +$877K +19,006 New
CIAS
929
CFS Investment Advisory Services
New Jersey
$801K +$1.01K +22 +0.1%
PAM
930
Panagora Asset Management
Massachusetts
$798K -$69.6K -1,508 -7%
LBC
931
Lowe Brockenbrough & Co
Virginia
$789K -$2.08K -45 -0.2%
QIM
932
Quantitative Investment Management
Virginia
$788K +$862K +18,673 New
MWM
933
Mission Wealth Management
California
$782K -$488K -10,572 -36%
FCB
934
First County Bank
Connecticut
$781K -$39K -846 -4%
TSWM
935
Triangle Securities Wealth Management
North Carolina
$777K +$26.1K +565 +3%
JWM
936
JGP Wealth Management
Oregon
$774K -$20.3K -439 -2%
ECM
937
Evergreen Capital Management
Washington
$774K +$27.7K +601 +3%
SLI
938
Sumitomo Life Insurance
Japan
$764K -$7.52K -163 -0.9%
GBT
939
Grove Bank & Trust
Florida
$760K -$678K -14,687 -45%
WAAG
940
Wealth Alliance Advisory Group
Kansas
$759K -$98.9K -2,143 -11%
SC
941
Steph & Co
Wisconsin
$757K +$83.6K +1,813 +11%
TAM
942
Trust Asset Management
Texas
$753K +$69.7K +1,511 +9%
BMCM
943
Bryn Mawr Capital Management
Pennsylvania
$751K -$217K -4,693 -21%
MLA
944
My Legacy Advisors
Oregon
$750K -$10.4K -226 -1%
CCM
945
Cohen Capital Management
California
$747K
BA
946
Bridgewater Advisors
New York
$741K -$18.8K -407 -2%
AL
947
Arnhold LLC
New York
$740K
AIM
948
AHL Investment Management
Florida
$739K
FWP
949
FAS Wealth Partners
Kansas
$738K -$16.4K -356 -2%
WPC
950
Wedmont Private Capital
Pennsylvania
$736K -$160K -3,460 -15%

USB Hedge Fund Activity: Q1 2025 in Review

1,820 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2025, worth a combined $52.3B — down 14% from $60.9B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of USB and 162 opened new positions — a net loss of 2 holders — while 710 trimmed existing stakes and 679 added.

The largest buyer was Viking Global Investors, adding an estimated $481M. The largest seller was Charles Schwab, cutting an estimated $1.84B.

  • 1,820 institutional investors held US Bancorp (USB) as of Q1 2025, down from 1,850 in Q4 2024.
  • Funds reported $52.3B of US Bancorp stock for Q1 2025, down 14% quarter-over-quarter.
  • 162 funds opened new US Bancorp positions in Q1 2025 and 164 closed out, a net change of -2 holders.
  • The largest US Bancorp buyer in Q1 2025 was Viking Global Investors, an estimated $481M added.
  • The largest US Bancorp seller in Q1 2025 was Charles Schwab, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2025.