We are live on ! Find out more
USB icon

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
WWA
1051
WCG Wealth Advisors
Nevada
$553K +$569K +11,562 New
BFG
1052
Berger Financial Group
Minnesota
$550K -$7.87K -160 -1%
APW
1053
Aventura Private Wealth
Florida
$548K +$563K +11,449 New
PPC
1054
Park Place Capital
Alabama
$547K -$67K -1,361 -11%
CPSAC
1055
Chas P. Smith & Associates (CPS)
Florida
$545K -$13.8K -280 -2%
PCA
1056
Pallas Capital Advisors
Massachusetts
$543K +$101K +2,062 +22%
MSS
1057
Mitchell Sinkler & Starr
Pennsylvania
$543K -$6.39K -130 -1%
RIL
1058
Rothschild Investment LLC
Illinois
$537K +$13.4K +273 +2%
IP
1059
Ignite Planners
California
$536K +$1.18K +24 +0.2%
WT
1060
Whittier Trust
California
$534K +$6K +122 +1%
MYIA
1061
Mount Yale Investment Advisors
Colorado
$533K +$26.7K +542 +5%
PP
1062
Postrock Partners
Oregon
$532K +$547K +11,125 New
KFGK
1063
Keystone Financial Group (Kentucky)
Kentucky
$529K -$24.2K -491 -4%
CSC
1064
Caldwell Sutter Capital
California
$526K -$1.43K -29 -0.3%
PWS
1065
Precision Wealth Strategies
Missouri
$526K
MMPW
1066
Mitchell McLeod Pugh & Williams
Alabama
$525K -$113K -2,291 -17%
MG
1067
Mather Group
Illinois
$524K +$88.9K +1,808 +20%
AWA
1068
AGH Wealth Advisors
Kansas
$522K +$537K +10,916 New
SPL
1069
Smart Portfolios LLC
Washington
$521K -$9.1K -185 -2%
FB
1070
First Bancorp
Maine
$521K -$1.28K -26 -0.2%
CAMG
1071
CWA Asset Management Group
Florida
$519K +$265K +5,390 +99%
RBI
1072
Raiffeisen Bank International
Austria
$518K +$528K +10,734 New
TPI
1073
Trust Point Inc
Wisconsin
$517K -$2.8K -57 -0.5%
WPC
1074
White Pine Capital
Minnesota
$517K -$541 -11 -0.1%
SA
1075
Sylvest Advisors
Texas
$517K +$531K +10,801 New

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.