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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
WAG
1051
Wallace Advisory Group
California
$509K
SPL
1052
Smart Portfolios LLC
Washington
$507K
WT
1053
Whittier Trust
California
$505K -$161K -3,673 -25%
CSC
1054
Caldwell Sutter Capital
California
$504K -$4.87K -111 -1%
JIP
1055
Jaffetilchin Investment Partners
Florida
$504K +$483K +11,021 New
HAI
1056
Hennessy Advisors Inc
California
$503K -$132K -3,000 -21%
PWS
1057
Precision Wealth Strategies
Missouri
$503K
RIL
1058
Rothschild Investment LLC
Illinois
$501K -$2.63K -60 -0.5%
IP
1059
Ignite Planners
California
$501K +$307 +7 +0.1%
FB
1060
First Bancorp
Maine
$500K -$3.07K -70 -0.6%
TPI
1061
Trust Point Inc
Wisconsin
$497K -$59.9K -1,365 -11%
RFN
1062
RDA Financial Network
Iowa
$497K -$63.7K -1,452 -12%
WPC
1063
White Pine Capital
Minnesota
$495K
IFWM
1064
Institute for Wealth Management
Colorado
$494K -$8.77K -200 -2%
Dodge & Cox
1065
Dodge & Cox
California
$494K -$623K -14,200 -57%
LFG
1066
Larson Financial Group
Missouri
$494K +$157K +3,579 +50%
MW
1067
Marcum Wealth
Ohio
$489K -$3.38K -77 -0.7%
FLPIM
1068
F.L. Putnam Investment Management
Massachusetts
$486K -$1.8K -41 -0.4%
ECG
1069
Edge Capital Group
Georgia
$486K -$5.44K -124 -1%
PB
1070
Pinnacle Bancorp
Nebraska
$486K -$161K -3,676 -26%
ERIC
1071
Eagle Rock Investment Company
Georgia
$485K -$10.1K -231 -2%
CNFG
1072
Creegan & Nassoura Financial Group
New Hampshire
$485K
MYIA
1073
Mount Yale Investment Advisors
Colorado
$485K +$69.8K +1,592 +18%
EFG
1074
Everhart Financial Group
Ohio
$484K +$351 +8 +0.1%
CIC
1075
Chase Investment Counsel
Virginia
$483K +$25.2K +575 +6%

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.