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US Bancorp

1,670 hedge funds and large institutions have $48.4B invested in US Bancorp in 2024 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 598 increasing their positions, 671 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.49% less ownership

Funds ownership: 78.53%78.04% (-0.49%)

4% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 141

2% less funds holding

Funds holding: 1,7011,670 (-31)

11% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 671

11% less capital invested

Capital invested by funds: $54.6B → $48.4B (-$6.25B)

20% less call options, than puts

Call options by funds: $277M | Put options by funds: $348M

31% less funds holding in top 10

Funds holding in top 10: 3625 (-11)

Holders
1,670
Holders Change
-31
Holders Change %
-1.82%
% of All Funds
24.12%
Holding in Top 10
25
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-30.56%
% of All Funds
0.36%
New
135
Increased
598
Reduced
671
Closed
141
Calls
$277M
Puts
$348M
Net Calls
-$71.3M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1151
Center for Financial Planning
Michigan
$358K -$2.73K -67 -0.7%
MYIA
1152
Mount Yale Investment Advisors
Colorado
$358K +$21.2K +520 +6%
BWP
1153
BSW Wealth Partners
Colorado
$357K -$7.71K -189 -2%
SW
1154
SVB Wealth
Massachusetts
$357K -$91.3K -2,238 -20%
BWP
1155
Baldwin Wealth Partners
Massachusetts
$356K
AMG
1156
Advisors Management Group
Wisconsin
$355K -$14.3K -350 -4%
RA
1157
Rise Advisors
New York
$354K +$11.2K +275 +3%
VCM
1158
Virtue Capital Management
Tennessee
$354K -$22.1K -541 -6%
WAAG
1159
Wealth Alliance Advisory Group
Kansas
$354K
FFA
1160
Farther Finance Advisors
California
$352K +$86.7K +2,127 +31%
CSIC
1161
Clifford Swan Investment Counsel
California
$351K -$20.4K -500 -5%
SAM
1162
Sompo Asset Management
Japan
$351K -$51K -1,250 -12%
HI
1163
Hendershot Investments
Virginia
$350K -$51K -1,250 -12%
TW
1164
TrinityPoint Wealth
Connecticut
$348K +$45.2K +1,109 +14%
LJHT
1165
Laurie J. Hall Trustee
$348K -$12.2K -300 -3%
KWM
1166
Kolinsky Wealth Management
New Jersey
$347K -$49.8K -1,220 -12%
FAFN
1167
First Affirmative Financial Network
Colorado
$346K -$2.08K -51 -0.6%
VA
1168
Valmark Advisers
Ohio
$346K +$9.87K +242 +3%
NWM
1169
Northwest Wealth Management
Iowa
$345K -$4.4K -108 -1%
ESBC
1170
E.S. Barr & Co
Kentucky
$344K
ACS
1171
Archford Capital Strategies
Illinois
$343K -$41 -1 -0%
GMFG
1172
Greater Midwest Financial Group
Minnesota
$342K +$7.79K +191 +2%
LL
1173
LWMG LLC
Minnesota
$341K +$408 +10 +0.1%
LWM
1174
Liberty Wealth Management
California
$339K +$9.18K +225 +3%
OC
1175
Oarsman Capital
Wisconsin
$338K -$56.4K -1,382 -14%