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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
BAM
1101
Berkshire Asset Management
Pennsylvania
$448K
BMO
1102
Beck Mack & Oliver
New York
$448K
FWM
1103
Forza Wealth Management
Florida
$448K
MAA
1104
Mraz Amerine & Associates
California
$447K -$133K -3,036 -24%
MCCP
1105
Mission Creek Capital Partners
California
$446K -$60.4K -1,376 -12%
MSWM
1106
McGlone Suttner Wealth Management
Wisconsin
$444K -$12.6K -287 -3%
DSC
1107
Duncker Streett & Co
Missouri
$443K +$11.4K +261 +3%
MWM
1108
Meridian Wealth Management
Kentucky
$443K +$425K +9,689 New
CA
1109
Clearstead Advisors
Ohio
$442K -$468K -10,671 -52%
CC
1110
Courier Capital
New York
$442K -$7.15K -163 -2%
MCI
1111
McDonald Capital Investors
California
$441K
NHT
1112
New Hampshire Trust
New Hampshire
$441K -$11.3K -257 -3%
TT
1113
TI-Trust
Illinois
$440K -$219 -5 -0.1%
CIC
1114
Chilton Investment Company
Connecticut
$439K
NCFG
1115
New Century Financial Group
New Jersey
$439K +$20K +457 +5%
PI
1116
PFG Investments
New York
$436K +$7.28K +166 +2%
AWM
1117
Accurate Wealth Management
Florida
$436K -$15.9K -363 -4%
RWP
1118
RWA Wealth Partners
Massachusetts
$435K +$2.24K +51 +0.5%
FAG
1119
Fortitude Advisory Group
Washington
$434K -$31.8K -724 -7%
CSB
1120
City State Bank
Iowa
$433K -$2.19K -50 -0.5%
SNBOSCI
1121
Security National Bank of Sioux City Iowa
Iowa
$432K -$13.2K -300 -3%
SCM
1122
Shelton Capital Management
Colorado
$430K -$2M -45,600 -83%
DFCM
1123
Dark Forest Capital Management
Puerto Rico
$429K +$412K +9,392 New
BBNA
1124
Bremer Bank National Association
Minnesota
$428K -$6.89K -157 -2%
FM
1125
Foster & Motley
Ohio
$428K -$30K -683 -7%

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.