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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
CNBT
1201
Canandaigua National Bank & Trust
New York
$383K
CWP
1202
Core Wealth Partners
California
$383K
HFAS
1203
Hummer Financial Advisory Services
Illinois
$383K -$14.8K -300 -4%
PL
1204
Perpetual Ltd
Australia
$382K
BWM
1205
Baron Wealth Management
Michigan
$382K -$8.21K -167 -2%
DW
1206
Dodds Wealth
Colorado
$380K
PFGIA
1207
Patriot Financial Group Insurance Agency
Massachusetts
$380K +$7.77K +158 +2%
AWA
1208
Aaron Wealth Advisors
Illinois
$379K +$16.5K +335 +4%
LIA
1209
LBMC Investment Advisors
Tennessee
$379K +$1.33K +27 +0.3%
SIC
1210
Sterling Investment Counsel
New York
$379K
FBC
1211
Fairfield, Bush & Co
Connecticut
$379K -$19.7K -400 -5%
VWM
1212
Venturi Wealth Management
Texas
$378K +$294K +5,983 +310%
AP
1213
Adero Partners
California
$377K +$388K +7,881 New
CIA
1214
Choate Investment Advisors
Massachusetts
$377K +$42.1K +856 +12%
MLL
1215
Moody Lynn & Lieberson
Massachusetts
$376K
GMFG
1216
Greater Midwest Financial Group
Minnesota
$374K -$13.3K -270 -3%
SI
1217
Severin Investments
Missouri
$373K +$384K +7,807 New
BAM
1218
Belpointe Asset Management
Nevada
$373K +$2.41K +49 +0.6%
BWA
1219
Bestgate Wealth Advisors
Maryland
$372K +$383K +7,778 New
QWP
1220
Quotient Wealth Partners
Texas
$372K +$36.5K +741 +11%
PAG
1221
Paladin Advisory Group
Iowa
$370K
AFG
1222
Allegheny Financial Group
Pennsylvania
$370K +$4.23K +86 +1%
SA
1223
Sovran Advisors
California
$369K +$370K +7,529 New
CP
1224
Creekside Partners
California
$368K
MFWP
1225
Mosaic Family Wealth Partners
Missouri
$368K -$9.2K -187 -2%

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.