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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
DAS
951
Dynamic Advisor Solutions
Arizona
$683K -$44.8K -1,021 -6%
SWA
952
Stratos Wealth Advisors
Ohio
$683K -$28K -638 -4%
OFG
953
Oxford Financial Group
Indiana
$683K +$232K +5,300 +55%
S
954
Sunpointe
Missouri
$679K +$351K +8,013 +120%
SW
955
SteelPeak Wealth
California
$677K -$3.89M -88,657 -86%
AG
956
AIA Group
Hong Kong
$674K -$62K -1,413 -9%
IAN
957
Integrated Advisors Network
Texas
$671K +$45.4K +1,034 +8%
CTWM
958
Cherry Tree Wealth Management
Minnesota
$670K
FHA
959
First Horizon Advisors
Tennessee
$670K -$168K -3,840 -21%
TCWM
960
Total Clarity Wealth Management
Illinois
$670K +$227K +5,165 +54%
JCM
961
Jag Capital Management
Missouri
$666K +$17K +387 +3%
SBIA
962
Sheaff Brock Investment Advisors
Indiana
$660K +$219 +5 +0%
SFP
963
Sweet Financial Partners
Minnesota
$659K -$16.8K -382 -3%
KA
964
Kintegral Advisory
New York
$658K -$8.16K -186 -1%
GC
965
Gilbert & Cook
Iowa
$652K -$3.6K -82 -0.6%
JWCA
966
J.W. Cole Advisors
Florida
$652K +$41.9K +955 +7%
Koshinski Asset Management
967
Koshinski Asset Management
Illinois
$650K -$51.8K -1,181 -8%
EA
968
Everpar Advisors
Oklahoma
$649K +$23.3K +531 +4%
NWM
969
Northwest Wealth Management
Iowa
$644K +$237K +5,404 +62%
IB
970
Intrust Bank
Kansas
$642K +$31.2K +711 +5%
FFA
971
Farther Finance Advisors
California
$637K +$218K +4,976 +56%
MCM
972
Manchester Capital Management
Vermont
$637K +$20.5K +467 +3%
PAS
973
Point72 Asia (Singapore)
Singapore
$635K +$515K +11,737 +544%
MMG
974
Monetary Management Group
Missouri
$634K -$21.9K -500 -3%
WPW
975
Waldron Private Wealth
Pennsylvania
$630K +$21.6K +492 +4%

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.