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US Bancorp

1,849 hedge funds and large institutions have $60.9B invested in US Bancorp in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 626 increasing their positions, 696 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 262 | Existing positions closed: 90

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

9% more capital invested

Capital invested by funds: $55.8B → $60.9B (+$5.09B)

8% more funds holding

Funds holding: 1,7121,849 (+137)

2.58% more ownership

Funds ownership: 78.2%80.79% (+2.6%)

10% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 696

20% less call options, than puts

Call options by funds: $435M | Put options by funds: $547M

Holders
1,849
Holders Change
+137
Holders Change %
+8%
% of All Funds
24.35%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
262
Increased
626
Reduced
696
Closed
90
Calls
$435M
Puts
$547M
Net Calls
-$112M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1026
Emerald Advisors
Washington
$594K +$24.5K +499 +4%
CWA
1027
Centennial Wealth Advisory
Michigan
$592K +$44.7K +908 +8%
ESB
1028
Essex Savings Bank
Connecticut
$591K +$10.6K +216 +2%
CCM
1029
Carlson Capital Management
Minnesota
$590K -$66.4K -1,349 -10%
MWM
1030
Manske Wealth Management
Texas
$589K +$606K +12,310 New
AB
1031
Atlas Brown
Kentucky
$589K +$1.03K +21 +0.2%
WP
1032
WealthPLAN Partners
Nebraska
$588K +$689 +14 +0.1%
UWPG
1033
Ullmann Wealth Partners Group
Florida
$584K -$49.2K -1,000 -8%
MWM
1034
Moran Wealth Management
Florida
$584K +$601K +12,208 New
SWM
1035
SeaCrest Wealth Management
New York
$583K +$32.9K +668 +6%
ICA
1036
Infrastructure Capital Advisors
New York
$581K +$598K +12,156 New
CCAL
1037
City Center Advisors LLC
Michigan
$580K -$33.3K -676 -5%
SIC
1038
Sage Investment Counsel
Tennessee
$575K +$591K +12,022 New
GFA
1039
Gifford Fong Associates
California
$574K
ECG
1040
Edge Capital Group
Georgia
$573K -$514K -10,450 -98%
BWAM
1041
Boyd Watterson Asset Management
Ohio
$573K
MWM
1042
Modera Wealth Management
New Jersey
$572K +$24.7K +502 +4%
GL
1043
Graypoint LLC
New York
$571K +$8.27K +168 +1%
MIC
1044
Maxi Investments CY
Cyprus
$570K +$580K +11,800 New
LS
1045
Livforsakringsbolaget Skandia
Sweden
$570K
SVWAG
1046
Sound View Wealth Advisors Group
Georgia
$567K -$152K -3,097 -21%
PIM
1047
Penobscot Investment Management
Massachusetts
$562K +$25.7K +522 +5%
EFS
1048
Essex Financial Services
Connecticut
$560K +$32.1K +652 +6%
LOAMS
1049
Lombard Odier Asset Management (Switzerland)
Switzerland
$559K +$575K +11,695 New
PWP
1050
Phillips Wealth Planners
Mississippi
$559K -$12.6K -257 -2%

USB Hedge Fund Activity: Q4 2024 in Review

1,849 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2024, worth a combined $60.9B — up 9.1% from $55.8B a quarter earlier.

Buyers outnumbered sellers: 262 funds opened new USB positions and 90 closed out — a net gain of 172 holders — while 626 added to existing stakes and 696 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $548M. The largest seller was Viking Global Investors, cutting an estimated $451M.

  • 1,849 institutional investors held US Bancorp (USB) as of Q4 2024, up from 1,712 in Q3 2024.
  • Funds reported $60.9B of US Bancorp stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 262 funds opened new US Bancorp positions in Q4 2024 and 90 closed out, a net change of +172 holders.
  • The largest US Bancorp buyer in Q4 2024 was Morgan Stanley, an estimated $548M added.
  • The largest US Bancorp seller in Q4 2024 was Viking Global Investors, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.