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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
MC
1076
Matisse Capital
Oregon
$516K -$74.1K -1,507 -12%
EWM
1077
Empirical Wealth Management
Washington
$515K -$134K -2,722 -20%
DWM
1078
Defined Wealth Management
Oregon
$515K -$34.3K -697 -6%
IAS
1079
Insigneo Advisory Services
Florida
$513K -$463K -9,403 -47%
IFWM
1080
Institute for Wealth Management
Colorado
$512K -$4.92K -100 -0.9%
FFWM
1081
Future Financial Wealth Management
Ohio
$511K -$30.7K -625 -6%
CCA
1082
Checchi Capital Advisers
California
$511K +$15.3K +311 +3%
MW
1083
Marcum Wealth
Ohio
$511K -$738 -15 -0.1%
EFG
1084
Everhart Financial Group
Ohio
$510K +$3.35K +68 +0.6%
PMWMG
1085
Parr McKnight Wealth Management Group
Minnesota
$510K +$524K +10,655 New
ERIC
1086
Eagle Rock Investment Company
Georgia
$509K +$1.72K +35 +0.3%
KWM
1087
Kiker Wealth Management
Georgia
$509K +$524K +10,643 New
CNFG
1088
Creegan & Nassoura Financial Group
New Hampshire
$507K
CIC
1089
Chase Investment Counsel
Virginia
$506K +$836 +17 +0.2%
AF
1090
Advisornet Financial
Minnesota
$506K -$61K -1,239 -10%
FLPIM
1091
F.L. Putnam Investment Management
Massachusetts
$505K -$3.25K -66 -0.6%
SCA
1092
Sage Capital Advisors
South Dakota
$505K
BAM
1093
Berkshire Asset Management
Pennsylvania
$504K -$49.9K -1,014 -9%
BWP
1094
Baldwin Wealth Partners
Massachusetts
$504K -$332K -6,749 -39%
EI
1095
Ellevest Inc
New York
$502K +$98 +2 +0%
ACM
1096
Arcataur Capital Management
Wisconsin
$501K -$984 -20 -0.2%
IFU
1097
iSAM Funds (UK)
United Kingdom
$500K +$77.3K +1,572 +18%
CC
1098
Chicago Capital
Illinois
$499K +$27.2K +553 +6%
OFS
1099
OneAscent Financial Services
Alabama
$498K +$512K +10,403 New
IWM
1100
IHT Wealth Management
Illinois
$497K -$61.6K -1,252 -11%

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.