We are live on ! Find out more
USB icon

US Bancorp

1,670 hedge funds and large institutions have $48.4B invested in US Bancorp in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 598 increasing their positions, 671 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.49% less ownership

Funds ownership: 78.53%78.04% (-0.49%)

4% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 141

2% less funds holding

Funds holding: 1,7011,670 (-31)

11% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 671

11% less capital invested

Capital invested by funds: $54.6B → $48.4B (-$6.25B)

20% less call options, than puts

Call options by funds: $277M | Put options by funds: $348M

31% less funds holding in top 10

Funds holding in top 10: 3625 (-11)

Holders
1,670
Holders Change
-31
Holders Change %
-1.82%
% of All Funds
24.12%
Holding in Top 10
25
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-30.56%
% of All Funds
0.36%
New
135
Increased
598
Reduced
671
Closed
141
Calls
$277M
Puts
$348M
Net Calls
-$71.3M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
1026
RDA Financial Network
Iowa
$489K +$60.9K +1,494 +14%
WPA
1027
West Paces Advisors
Georgia
$487K -$110K -2,698 -18%
TPI
1028
Trust Point Inc
Wisconsin
$486K -$50.5K -1,238 -9%
BOS
1029
Bank of Stockton
California
$482K +$105K +2,579 +27%
PWP
1030
Phillips Wealth Planners
Mississippi
$482K +$13.5K +331 +3%
WI
1031
WBI Investments
New Jersey
$482K -$24.1K -592 -5%
LSA
1032
Lion Street Advisors
Texas
$480K +$40.3K +987 +9%
KA
1033
Kovack Advisors
Florida
$476K +$3.51K +86 +0.7%
GFA
1034
Gifford Fong Associates
California
$476K
BWAM
1035
Boyd Watterson Asset Management
Ohio
$475K +$9.09K +223 +2%
LSAG
1036
Lake Street Advisors Group
New Hampshire
$469K +$29.1K +714 +7%
WP
1037
WealthPLAN Partners
Nebraska
$469K +$1.43K +35 +0.3%
ESB
1038
Essex Savings Bank
Connecticut
$468K +$4.28K +105 +0.9%
CPSAC
1039
Chas P. Smith & Associates (CPS)
Florida
$464K
GCIM
1040
Gunn & Company Investment Management
Florida
$464K +$476K +11,677 New
KWA
1041
Kingswood Wealth Advisors
California
$463K +$171K +4,193 +56%
GL
1042
Graypoint LLC
New York
$463K -$31.8K -781 -6%
WBC
1043
Westpac Banking Corp
Australia
$463K +$47.4K +1,162 +11%
GWM
1044
Geneos Wealth Management
Colorado
$461K -$89.6K -2,198 -16%
KFGK
1045
Keystone Financial Group (Kentucky)
Kentucky
$458K +$245 +6 +0.1%
HHWM
1046
Hiley Hunt Wealth Management
Nebraska
$453K
DWM
1047
Defined Wealth Management
Oregon
$453K +$1.39K +34 +0.3%
EI
1048
Ellevest Inc
New York
$451K +$2.49K +61 +0.5%
FFWM
1049
Future Financial Wealth Management
Ohio
$450K +$7.22K +177 +2%
BAM
1050
Berkshire Asset Management
Pennsylvania
$448K +$40.6K +995 +10%

USB Hedge Fund Activity: Q2 2024 in Review

1,670 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2024, worth a combined $48.4B — down 11% from $54.6B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of USB and 135 opened new positions — a net loss of 6 holders — while 671 trimmed existing stakes and 598 added.

The largest buyer was Balyasny Asset Management, adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $694M.

  • 1,670 institutional investors held US Bancorp (USB) as of Q2 2024, down from 1,701 in Q1 2024.
  • Funds reported $48.4B of US Bancorp stock for Q2 2024, down 11% quarter-over-quarter.
  • 135 funds opened new US Bancorp positions in Q2 2024 and 141 closed out, a net change of -6 holders.
  • The largest US Bancorp buyer in Q2 2024 was Balyasny Asset Management, an estimated $153M added.
  • The largest US Bancorp seller in Q2 2024 was JP Morgan Chase, an estimated $694M sold.

Based on aggregated 13F filings for Q2 2024.