We are live on ! Find out more
USB icon

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
OAM
951
Ostrum Asset Management
France
$734K +$339K +7,341 +73%
DTC
952
Davidson Trust Company
Washington
$729K -$13.9K -301 -2%
SFP
953
Shepherd Financial Partners
Massachusetts
$729K +$27K +585 +4%
SWP
954
Sagespring Wealth Partners
Tennessee
$728K +$78.1K +1,693 +11%
MIM
955
Morningstar Investment Management
Illinois
$725K -$108K -2,336 -12%
PCM
956
Poehling Capital Management
Wisconsin
$723K
VC
957
Vestor Capital
Illinois
$723K -$1.15K -25 -0.1%
FM
958
Foster & Motley
Ohio
$718K +$358K +7,762 +84%
IPW
959
Impact Partnership Wealth
Georgia
$715K
NI
960
Natural Investments
California
$710K
GSWA
961
Good Steward Wealth Advisors
Tennessee
$708K +$774K +16,767 New
IA
962
IFP Advisors
Florida
$706K +$144K +3,123 +23%
HR
963
Howe & Rusling
New York
$701K -$3.37M -73,016 -81%
TFS
964
Thoroughbred Financial Services
Tennessee
$701K +$2.77K +60 +0.4%
LIM
965
Leavell Investment Management
Alabama
$701K -$74.3K -1,611 -9%
VNA
966
Valley National Advisers
Pennsylvania
$700K -$325K -7,050 -30%
CS
967
Capital Square
Tennessee
$699K
GCA
968
Gallagher Capital Advisors
Texas
$699K +$7.38K +160 +1%
BPWM
969
Badgley Phelps Wealth Managers
Washington
$697K
WIC
970
Wilkins Investment Counsel
Massachusetts
$695K
TSMHT
971
Thurston Springer Miller Herd & Titak
Indiana
$694K +$138K +2,986 +22%
NSAM
972
North Star Asset Management
Wisconsin
$690K -$25.8K -560 -3%
SS
973
Sunbelt Securities
Texas
$689K -$41.2K -894 -5%
LJAC
974
L.J. Altfest & Co
New York
$688K -$3.74K -81 -0.5%
IA
975
IFG Advisors
Missouri
$687K

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.