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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
CCMG
1101
Clark Capital Management Group
Pennsylvania
$496K +$25.9K +527 +5%
TW
1102
TrinityPoint Wealth
Connecticut
$495K +$11.4K +231 +2%
RFN
1103
RDA Financial Network
Iowa
$495K -$25.3K -514 -5%
MSWM
1104
McGlone Suttner Wealth Management
Wisconsin
$495K +$31.1K +633 +7%
EM
1105
Excalibur Management
Massachusetts
$494K -$3.49K -71 -0.7%
CMAI
1106
Capital Management Associates Inc
Minnesota
$493K
LIA
1107
Lynx Investment Advisory
District of Columbia
$491K +$443 +9 +0.1%
WFC
1108
Western Financial Corp
California
$491K +$81.5K +1,657 +19%
BTI
1109
Blue Trust Inc
Georgia
$490K -$240K -4,884 -32%
HHWM
1110
Hiley Hunt Wealth Management
Nebraska
$488K -$59K -1,200 -11%
JIP
1111
Jaffetilchin Investment Partners
Florida
$488K -$40.5K -823 -7%
AF
1112
Alerus Financial
North Dakota
$486K -$1.38K -28 -0.3%
KWA
1113
Kingswood Wealth Advisors
California
$485K -$106K -2,164 -18%
PE
1114
Point72 Europe
United Kingdom
$483K -$16.1M -327,500 -97%
CIC
1115
Chilton Investment Company
Connecticut
$480K +$21.5K +437 +5%
OAM
1116
Ostrum Asset Management
France
$480K -$20.3K -413 -4%
HAI
1117
Hennessy Advisors Inc
California
$478K -$49.2K -1,000 -9%
CWM
1118
Chronos Wealth Management
Florida
$477K
AWE
1119
Avidian Wealth Enterprises
Texas
$477K +$79.6K +1,619 +19%
PWA
1120
Provenance Wealth Advisors
Florida
$475K -$1.2M -24,468 -71%
CI
1121
Conning Inc
Connecticut
$474K
MWM
1122
Meridian Wealth Management
Kentucky
$472K +$9.2K +187 +2%
AWM
1123
Accurate Wealth Management
Florida
$471K +$32.6K +662 +7%
AG
1124
AIA Group
Hong Kong
$470K -$242K -4,910 -33%
SCM
1125
Shelton Capital Management
Colorado
$466K +$16.6K +338 +4%

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.