We are live on ! Find out more
USB icon

US Bancorp

1,820 hedge funds and large institutions have $52.3B invested in US Bancorp in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 679 increasing their positions, 710 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $346M | Put options by funds: $291M

1% less first-time investments, than exits

New positions opened: 162 | Existing positions closed: 164

4% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 710

1.18% less ownership

Funds ownership: 80.79%79.6% (-1.2%)

2% less funds holding

Funds holding: 1,8501,820 (-30)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

14% less capital invested

Capital invested by funds: $60.9B → $52.3B (-$8.61B)

Holders
1,820
Holders Change
-30
Holders Change %
-1.62%
% of All Funds
24.4%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.46%
New
162
Increased
679
Reduced
710
Closed
164
Calls
$346M
Puts
$291M
Net Calls
+$55.2M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1126
Accurate Wealth Management
Florida
$446K +$84.8K +1,839 +19%
AWM
1127
Axxcess Wealth Management
California
$444K -$95.5K -2,070 -16%
MYIA
1128
Mount Yale Investment Advisors
Colorado
$444K -$28.8K -624 -6%
LS
1129
Livforsakringsbolaget Skandia
Sweden
$444K -$64.6K -1,400 -12%
CNFG
1130
Creegan & Nassoura Financial Group
New Hampshire
$443K -$5.08K -110 -1%
WBC
1131
Westpac Banking Corp
Australia
$443K -$106K -2,296 -18%
KWA
1132
Kingswood Wealth Advisors
California
$443K +$16.1K +350 +3%
AC
1133
AXQ Capital
New Jersey
$441K +$213K +4,618 +79%
CSC
1134
Caldwell Sutter Capital
California
$440K -$26K -564 -5%
PCM
1135
Polymer Capital Management
New York
$439K +$480K +10,396 New
HFM
1136
Harvest Fund Management
China
$437K +$19.1K +413 +5%
EM
1137
Excalibur Management
Massachusetts
$436K
NW
1138
NewEdge Wealth
Pennsylvania
$432K +$127K +2,754 +37%
IPWA
1139
International Private Wealth Advisors
California
$431K +$52.4K +1,135 +13%
IWM
1140
IHT Wealth Management
Illinois
$431K -$7.98K -173 -2%
A
1141
Allianz
Germany
$431K +$286K +6,200 +155%
TPI
1142
Trust Point Inc
Wisconsin
$431K -$28.6K -620 -6%
TCBWMS
1143
Texas Capital Bank Wealth Management Services
Texas
$428K +$468K +10,138 New
ACM
1144
Arcataur Capital Management
Wisconsin
$428K -$16.4K -355 -3%
VI
1145
Versor Investments
New York
$426K +$466K +10,100 New
EI
1146
Ellevest Inc
New York
$422K -$23.7K -513 -5%
CWM
1147
Chronos Wealth Management
Florida
$421K
MWM
1148
Meridian Wealth Management
Kentucky
$420K +$3.83K +83 +0.8%
AWE
1149
Avidian Wealth Enterprises
Texas
$420K -$1.25K -27 -0.3%
KWM
1150
Kiker Wealth Management
Georgia
$419K -$33K -716 -7%

USB Hedge Fund Activity: Q1 2025 in Review

1,820 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2025, worth a combined $52.3B — down 14% from $60.9B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of USB and 162 opened new positions — a net loss of 2 holders — while 710 trimmed existing stakes and 679 added.

The largest buyer was Viking Global Investors, adding an estimated $481M. The largest seller was Charles Schwab, cutting an estimated $1.84B.

  • 1,820 institutional investors held US Bancorp (USB) as of Q1 2025, down from 1,850 in Q4 2024.
  • Funds reported $52.3B of US Bancorp stock for Q1 2025, down 14% quarter-over-quarter.
  • 162 funds opened new US Bancorp positions in Q1 2025 and 164 closed out, a net change of -2 holders.
  • The largest US Bancorp buyer in Q1 2025 was Viking Global Investors, an estimated $481M added.
  • The largest US Bancorp seller in Q1 2025 was Charles Schwab, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2025.