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US Bancorp

2,004 hedge funds and large institutions have $67.4B invested in US Bancorp in 2025 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 712 increasing their positions, 725 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 279 | Existing positions closed: 103

15% more capital invested

Capital invested by funds: $58.6B → $67.4B (+$8.79B)

7% more funds holding

Funds holding: 1,8662,004 (+138)

3.29% more ownership

Funds ownership: 77.84%81.14% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

2% less repeat investments, than reductions

Existing positions increased: 712 | Existing positions reduced: 725

26% less call options, than puts

Call options by funds: $391M | Put options by funds: $532M

Holders
2,004
Holders Change
+138
Holders Change %
+7.4%
% of All Funds
24.38%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
279
Increased
712
Reduced
725
Closed
103
Calls
$391M
Puts
$532M
Net Calls
-$140M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1126
Chas P. Smith & Associates (CPS)
Florida
$606K +$559K +11,357 New
PWMAG
1127
Pinnacle Wealth Management Advisory Group
New Jersey
$605K +$232K +4,720 +71%
FMWA
1128
Forvis Mazars Wealth Advisors
Missouri
$602K +$59.5K +1,209 +12%
AB
1129
Atlas Brown
Kentucky
$600K -$9.54K -194 -2%
FFP
1130
Freedom Financial Partners
Minnesota
$596K +$3K +61 +0.5%
LFAS
1131
Level Four Advisory Services
Texas
$594K +$95.6K +1,943 +21%
PP
1132
Postrock Partners
Oregon
$594K
TFA
1133
Transamerica Financial Advisors
Florida
$593K +$51.6K +1,049 +10%
CIA
1134
Choate Investment Advisors
Massachusetts
$592K +$123K +2,500 +29%
OCM
1135
Orion Capital Management
California
$592K -$172K -3,500 -24%
AWP
1136
Accretive Wealth Partners
New Jersey
$592K
DDC
1137
DF Dent & Co
Maryland
$591K
TCOO
1138
Trust Company of Oklahoma
Oklahoma
$589K +$323K +6,570 +147%
UWPG
1139
Ullmann Wealth Partners Group
Florida
$588K
FPL
1140
Fortress Private Ledger
North Carolina
$586K +$104K +2,107 +24%
RIL
1141
Rothschild Investment LLC
Illinois
$585K +$136K +2,760 +34%
PCM
1142
Polymer Capital Management
New York
$585K -$1.57M -31,849 -74%
FWM
1143
Forza Wealth Management
Florida
$583K
FFWM
1144
Future Financial Wealth Management
Ohio
$582K
VA
1145
VestGen Advisors
Illinois
$581K +$536K +10,896 New
MWC
1146
MBM Wealth Consultants
Missouri
$581K +$33.3K +677 +7%
WPC
1147
White Pine Capital
Minnesota
$577K +$984 +20 +0.2%
ERIC
1148
Eagle Rock Investment Company
Georgia
$577K
CIA
1149
Capital Investment Advisors
Georgia
$576K +$42.7K +869 +9%
BWP
1150
BSW Wealth Partners
Colorado
$573K +$42K +854 +9%