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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
LSA
1026
Lion Street Advisors
Texas
$554K +$439 +10 +0.1%
IIA
1027
Integral Investment Advisors
California
$552K +$263K +6,000 +99%
GFA
1028
Gifford Fong Associates
California
$549K
BWAM
1029
Boyd Watterson Asset Management
Ohio
$548K
LS
1030
Livforsakringsbolaget Skandia
Sweden
$545K +$404K +9,201 +353%
IA
1031
IFP Advisors
Florida
$542K -$34K -776 -6%
AF
1032
Advisornet Financial
Minnesota
$540K +$51.8K +1,182 +11%
GL
1033
Graypoint LLC
New York
$538K +$4.39K +100 +0.9%
CPSAC
1034
Chas P. Smith & Associates (CPS)
Florida
$534K
BFG
1035
Berger Financial Group
Minnesota
$533K -$55.5K -1,265 -10%
WBC
1036
Westpac Banking Corp
Australia
$533K
EFS
1037
Essex Financial Services
Connecticut
$531K -$179K -4,087 -27%
IWM
1038
IHT Wealth Management
Illinois
$529K +$30.6K +697 +6%
KFGK
1039
Keystone Financial Group (Kentucky)
Kentucky
$528K +$263 +6 +0.1%
CM
1040
Capula Management
Cayman Islands
$528K +$506K +11,543 New
SWM
1041
SeaCrest Wealth Management
New York
$527K +$20.9K +477 +4%
MSS
1042
Mitchell Sinkler & Starr
Pennsylvania
$525K
CWA
1043
Centennial Wealth Advisory
Michigan
$524K +$23.8K +542 +5%
DWM
1044
Defined Wealth Management
Oregon
$524K +$1.97K +45 +0.4%
MWM
1045
Modera Wealth Management
New Jersey
$524K +$13.9K +316 +3%
BJL
1046
Brighton Jones LLC
Washington
$522K -$1.4M -31,932 -74%
HHWM
1047
Hiley Hunt Wealth Management
Nebraska
$522K
FFWM
1048
Future Financial Wealth Management
Ohio
$518K -$395 -9 -0.1%
PIM
1049
Penobscot Investment Management
Massachusetts
$514K
LOIP
1050
Live Oak Investment Partners
Texas
$513K

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.