We are live on ! Find out more
USB icon

US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CNFG
1076
Creegan & Nassoura Financial Group
New Hampshire
$474K -$7.59K -180 -2%
EDRIA
1077
Edmonds Duncan Registered Investment Advisors
Kansas
$474K
DFA
1078
DHJJ Financial Advisors
Illinois
$473K -$131K -3,100 -23%
FFM
1079
Forum Financial Management
Illinois
$473K -$23.5K -556 -5%
CSB
1080
City State Bank
Iowa
$472K
SCA
1081
Sage Capital Advisors
South Dakota
$472K
ACM
1082
Arcataur Capital Management
Wisconsin
$471K
PWP
1083
Phillips Wealth Planners
Mississippi
$471K +$46.3K +1,097 +11%
OFG
1084
Oxford Financial Group
Indiana
$471K +$7.17K +170 +2%
CSC
1085
Caldwell Sutter Capital
California
$471K +$15.7K +372 +4%
WBC
1086
Westpac Banking Corp
Australia
$469K -$1.86K -44 -0.4%
OCG
1087
Opus Capital Group
Ohio
$467K -$141K -3,352 -24%
CAM
1088
Concorde Asset Management
Michigan
$467K +$119K +2,820 +37%
AWE
1089
Avidian Wealth Enterprises
Texas
$466K +$13.9K +330 +3%
WWM
1090
Whalen Wealth Management
Nevada
$466K +$440K +10,429 New
FIA
1091
Foundations Investment Advisors
Arizona
$466K +$43.9K +1,041 +11%
AIA
1092
Affinity Investment Advisors
California
$465K
CMAI
1093
Capital Management Associates Inc
Minnesota
$464K -$5.91K -140 -1%
EFG
1094
Everhart Financial Group
Ohio
$464K -$12.3K -292 -3%
PCIA
1095
Prime Capital Investment Advisors
Kansas
$463K +$8.65K +205 +2%
FCH
1096
Freestone Capital Holdings
Washington
$462K -$2.08M -49,341 -83%
AF
1097
Alerus Financial
North Dakota
$460K -$26.8K -635 -6%
BAM
1098
Berkshire Asset Management
Pennsylvania
$460K -$57.8K -1,370 -12%
SWM
1099
SeaCrest Wealth Management
New York
$459K -$614K -14,543 -59%
SPL
1100
Smart Portfolios LLC
Washington
$458K +$17.9K +425 +4%

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.