We are live on ! Find out more
USB icon

US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1176
Benedetti & Gucer
Georgia
$389K -$12.7K -301 -3%
ESBC
1177
E.S. Barr & Co
Kentucky
$387K -$30.4K -721 -8%
ACS
1178
Archford Capital Strategies
Illinois
$387K +$365K +8,649 New
RA
1179
Rise Advisors
New York
$386K +$50.7K +1,202 +16%
RPC
1180
Rossmore Private Capital
Connecticut
$386K -$32.3K -766 -8%
ML
1181
McAdam LLC
Pennsylvania
$385K +$15.6K +370 +4%
BHPW
1182
Beverly Hills Private Wealth
California
$384K +$100K +2,373 +38%
LL
1183
LWMG LLC
Minnesota
$384K +$380 +9 +0.1%
DAM
1184
Delta Asset Management
Tennessee
$384K -$844 -20 -0.2%
HWM
1185
HRC Wealth Management
Idaho
$383K +$84 +2 +0%
MRCM
1186
M&R Capital Management
New Jersey
$381K +$760 +18 +0.2%
MYIA
1187
Mount Yale Investment Advisors
Colorado
$379K +$30K +710 +9%
VA
1188
Valmark Advisers
Ohio
$378K -$66K -1,563 -16%
SPC
1189
Sigma Planning Corp
Michigan
$377K +$356K +8,426 New
LWANC
1190
Laurel Wealth Advisors (North Carolina)
North Carolina
$376K +$1.27K +30 +0.4%
AG
1191
AIA Group
Hong Kong
$374K +$353K +8,357 New
BI
1192
Ballast Inc
Kentucky
$373K +$86.6K +2,052 +33%
HFAS
1193
Hummer Financial Advisory Services
Illinois
$371K
LWM
1194
Liberty Wealth Management
California
$371K -$4.85K -115 -1%
MCM
1195
Mitchell Capital Management
Kansas
$369K
WFC
1196
Western Financial Corp
California
$369K +$348K +8,244 New
LC
1197
Lincoln Capital
Nebraska
$366K
IW
1198
Imprint Wealth
South Carolina
$365K -$1.44K -34 -0.4%
WA
1199
Wambolt & Associates
Colorado
$364K -$194K -4,609 -36%
CNBT
1200
Canandaigua National Bank & Trust
New York
$364K -$8.48K -201 -2%

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.