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US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1001
IFP Advisors
Florida
$594K +$65.6K +1,555 +13%
MMPW
1002
Mitchell McLeod Pugh & Williams
Alabama
$593K -$23.8K -565 -4%
SACTSONJ
1003
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$593K
WAG
1004
Wallace Advisory Group
California
$593K -$81.7K -1,937 -12%
WPW
1005
Waldron Private Wealth
Pennsylvania
$589K -$22.1K -524 -4%
CWM
1006
Chronos Wealth Management
Florida
$589K
AFG
1007
Atomi Financial Group
New York
$589K +$86.5K +2,049 +18%
UWPG
1008
Ullmann Wealth Partners Group
Florida
$585K +$55.5K +1,315 +11%
IP
1009
Isthmus Partners
Wisconsin
$583K
CPA
1010
Capital Performance Advisors
California
$580K +$276K +6,552 +102%
SCM
1011
Stevens Capital Management
Pennsylvania
$579K +$546K +12,943 New
EFS
1012
Essex Financial Services
Connecticut
$574K +$26.5K +629 +5%
MAA
1013
Mraz Amerine & Associates
California
$573K
AIM
1014
Acropolis Investment Management
Missouri
$570K +$844 +20 +0.2%
WI
1015
WBI Investments
New Jersey
$569K +$25K +592 +5%
JMFC
1016
J.M. Forbes & Co
Massachusetts
$567K -$9.07K -215 -2%
IB
1017
Intrust Bank
Kansas
$565K +$1.94K +46 +0.4%
V
1018
VeraBank
Texas
$564K -$464 -11 -0.1%
KA
1019
Kintegral Advisory
New York
$563K -$1.65K -39 -0.3%
GL
1020
Graypoint LLC
New York
$556K +$7.3K +173 +1%
AB
1021
Atlas Brown
Kentucky
$556K +$72.2K +1,712 +16%
IWM
1022
IHT Wealth Management
Illinois
$553K -$25.1K -594 -5%
BBNA
1023
Bremer Bank National Association
Minnesota
$544K -$11.5K -272 -2%
CAM
1024
Chesapeake Asset Management
New York
$542K -$349K -8,268 -41%
PCM
1025
Poehling Capital Management
Wisconsin
$541K -$169 -4 -0%

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.