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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
GFA
1151
Gallagher Fiduciary Advisors
Illinois
$436K +$30K +609 +7%
Financial Engines Advisors
1152
Financial Engines Advisors
California
$435K +$448K +9,101 New
DZ Bank
1153
DZ Bank
Germany
$435K +$300K +6,096 +203%
GCP
1154
GSA Capital Partners
United Kingdom
$435K +$447K +9,091 New
CCT
1155
Capital City Trust
Florida
$434K -$847K -17,208 -65%
IPWA
1156
International Private Wealth Advisors
California
$434K
CFFP
1157
Center for Financial Planning
Michigan
$432K
DWM
1158
Dynasty Wealth Management
Florida
$431K +$114K +2,326 +35%
AWM
1159
Avior Wealth Management
Nebraska
$430K -$5.02K -102 -1%
RBC
1160
Romano Brothers & Co
Illinois
$430K -$9.79K -199 -2%
MIM
1161
Marco Investment Management
Georgia
$429K
AMG
1162
Advisors Management Group
Wisconsin
$426K -$984 -20 -0.2%
CI Investments Inc
1163
CI Investments Inc
Ontario, Canada
$425K +$83.7K +1,701 +24%
KWM
1164
Kolinsky Wealth Management
New Jersey
$425K +$25K +508 +6%
CSIC
1165
Clifford Swan Investment Counsel
California
$422K
SAM
1166
Sompo Asset Management
Japan
$422K
PWM
1167
Paulson Wealth Management
Illinois
$422K -$11.1K -225 -2%
HI
1168
Hendershot Investments
Virginia
$422K
HFM
1169
Harvest Fund Management
China
$420K +$432K +8,780 New
MAWA
1170
Moss Adams Wealth Advisors
Washington
$418K +$6.1K +124 +1%
IC
1171
Iconiq Capital
California
$416K +$428K +8,706 New
AC
1172
Avestar Capital
New York
$416K -$226K -4,598 -35%
HWM
1173
HRC Wealth Management
Idaho
$414K +$2.85K +58 +0.7%
ML
1174
McAdam LLC
Pennsylvania
$413K +$6.49K +132 +2%
KA
1175
Kovack Advisors
Florida
$412K -$95.3K -1,938 -18%

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.