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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
AG
1176
AmeriFlex Group
Nevada
$411K +$423K +8,594 New
BI
1177
Bolthouse Investments
California
$408K +$419K +8,525 New
LWM
1178
Liberty Wealth Management
California
$407K +$4.28K +87 +1%
NCFG
1179
New Century Financial Group
New Jersey
$405K -$64.6K -1,313 -14%
TC
1180
Trilogy Capital
California
$403K +$11.7K +238 +3%
OFG
1181
Oxford Financial Group
Indiana
$403K -$320K -6,499 -44%
LJHT
1182
Laurie J. Hall Trustee
$402K -$18K -365 -4%
LWANC
1183
Laurel Wealth Advisors (North Carolina)
North Carolina
$401K
BOJHT
1184
Bank of Jackson Hole Trust
Wyoming
$401K +$412K +8,383 New
OC
1185
Oarsman Capital
Wisconsin
$400K
CCFCSB
1186
Cape Cod Five Cents Savings Bank
Massachusetts
$399K
BI
1187
Ballast Inc
Kentucky
$399K
XC
1188
XY Capital
Hong Kong
$398K +$409K +8,319 New
ACP
1189
Aveo Capital Partners
Colorado
$398K -$93.9K -1,909 -19%
KWA
1190
Kellett Wealth Advisors
Ohio
$397K -$6.15K -125 -1%
AWMM
1191
Aegis Wealth Management (Maryland)
Maryland
$393K +$404K +8,213 New
PFW
1192
Petros Family Wealth
Minnesota
$392K +$403K +8,197 New
SHFA
1193
SS&H Financial Advisors
Michigan
$392K
CPA
1194
Capital Performance Advisors
California
$392K +$10.3K +210 +3%
MWC
1195
MBM Wealth Consultants
Missouri
$389K +$20K +407 +5%
FIB
1196
First Interstate Bank
Montana
$389K +$62.5K +1,270 +19%
AWAU
1197
Alliance Wealth Advisors (Utah)
Utah
$388K -$58.7K -1,193 -13%
IIA
1198
Integral Investment Advisors
California
$386K -$197K -4,000 -33%
BWA
1199
Burt Wealth Advisors
Maryland
$386K
KIG
1200
Kessler Investment Group
Indiana
$383K

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.