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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
MRCM
1151
M&R Capital Management
New Jersey
$396K +$26.1K +594 +7%
KCM
1152
Kathmere Capital Management
Pennsylvania
$396K +$48.5K +1,106 +15%
MAWA
1153
Moss Adams Wealth Advisors
Washington
$394K +$28.5K +649 +8%
LL
1154
LWMG LLC
Minnesota
$394K +$439 +10 +0.1%
WFC
1155
Western Financial Corp
California
$393K +$6.1K +139 +2%
SFG
1156
SevenBridge Financial Group
Pennsylvania
$393K -$11.4K -261 -3%
HWM
1157
HRC Wealth Management
Idaho
$393K +$2.94K +67 +0.8%
4WM
1158
44 Wealth Management
Oregon
$390K +$352K +8,029 New
GFA
1159
Gallagher Fiduciary Advisors
Illinois
$389K +$38.2K +872 +11%
ML
1160
McAdam LLC
Pennsylvania
$389K +$9.17K +209 +3%
PP
1161
Paloma Partners
Connecticut
$389K +$570 +13 +0.2%
LWM
1162
Liberty Wealth Management
California
$385K -$4.61K -105 -1%
KWA
1163
Kellett Wealth Advisors
Ohio
$385K +$6.32K +144 +2%
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$385K -$4.87K -111 -1%
LWANC
1165
Laurel Wealth Advisors (North Carolina)
North Carolina
$384K +$16.9K +385 +5%
KWM
1166
Kolinsky Wealth Management
New Jersey
$383K -$16K -365 -4%
OC
1167
Oarsman Capital
Wisconsin
$382K -$7.37K -168 -2%
SPC
1168
Sigma Planning Corp
Michigan
$382K +$34.7K +792 +10%
AWE
1169
Avidian Wealth Enterprises
Texas
$382K -$109K -2,474 -23%
BI
1170
Ballast Inc
Kentucky
$381K -$6.71K -153 -2%
VFA
1171
Voya Financial Advisors
Connecticut
$380K -$41K -935 -10%
FBC
1172
Fairfield, Bush & Co
Connecticut
$380K -$58.2K -1,326 -14%
OPA
1173
Old Port Advisors
Maine
$380K -$34.6K -788 -9%
HFAS
1174
Hummer Financial Advisory Services
Illinois
$380K
VT
1175
Vise Technologies
New York
$378K +$85.1K +1,941 +31%

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.