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US Bancorp
USB

Overview Fund Activity

1,830 hedge funds and large institutions have $60.7B invested in US Bancorp in 2024 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 619 increasing their positions, 691 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,830
Holders Change
+133
Holders Change %
+7.84%
% of All Funds
24.36%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.47%
New
257
Increased
619
Reduced
691
Closed
89
Calls
$435M
Puts
$547M
Net Calls
-$112M
Net Calls Change
-$117M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$533M
2
BlackRock
BlackRock
New York
+$486M
3
Invesco
Invesco
Georgia
+$261M
4
Marshall Wace
Marshall Wace
United Kingdom
+$223M
5
UBS Group
UBS Group
Switzerland
+$189M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$439M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$166M
3
Bank of America
Bank of America
North Carolina
-$148M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$131M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1026
Moran Wealth Management
Florida
$584K +$584K +12,208 New
SWM
1027
SeaCrest Wealth Management
New York
$583K +$32K +668 +6%
ICA
1028
Infrastructure Capital Advisors
New York
$581K +$581K +12,156 New
CCAL
1029
City Center Advisors LLC
Michigan
$580K -$32.3K -676 -5%
SIC
1030
Sage Investment Counsel
Tennessee
$575K +$575K +12,022 New
GFA
1031
Gifford Fong Associates
California
$574K – – –
ECG
1032
Edge Capital Group
Georgia
$573K -$34.2M -10,450 -98%
BWAM
1033
Boyd Watterson Asset Management
Ohio
$573K – – –
MWM
1034
Modera Wealth Management
New Jersey
$572K +$24K +502 +4%
GL
1035
Graypoint LLC
New York
$571K +$8.04K +168 +1%
MIC
1036
Maxi Investments CY
Cyprus
$570K +$570K +11,800 New
LS
1037
Livforsakringsbolaget Skandia
Sweden
$570K – – –
SVWAG
1038
Sound View Wealth Advisors Group
Georgia
$567K -$148K -3,097 -21%
PIM
1039
Penobscot Investment Management
Massachusetts
$562K +$25K +522 +5%
EFS
1040
Essex Financial Services
Connecticut
$560K +$31.2K +652 +6%
LOAMS
1041
Lombard Odier Asset Management (Switzerland)
Switzerland
$559K +$559K +11,695 New
PWP
1042
Phillips Wealth Planners
Mississippi
$559K -$12.2K -257 -2%
WWA
1043
WCG Wealth Advisors
Nevada
$553K +$553K +11,562 New
BFG
1044
Berger Financial Group
Minnesota
$550K -$7.65K -160 -1%
PPC
1045
Park Place Capital
Alabama
$547K -$65.1K -1,361 -11%
CPSAC
1046
Chas P. Smith & Associates (CPS)
Florida
$545K -$13.4K -280 -2%
PCA
1047
Pallas Capital Advisors
Massachusetts
$543K +$98.6K +2,062 +22%
MSS
1048
Mitchell Sinkler & Starr
Pennsylvania
$543K -$6.22K -130 -1%
RIL
1049
Rothschild Investment LLC
Illinois
$537K +$13.1K +273 +2%
IP
1050
Ignite Planners
California
$536K +$1.17K +24 +0.2%
40 41
42
43 44