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US Bancorp

1,820 hedge funds and large institutions have $52.3B invested in US Bancorp in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 679 increasing their positions, 710 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $346M | Put options by funds: $291M

1% less first-time investments, than exits

New positions opened: 162 | Existing positions closed: 164

4% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 710

1.18% less ownership

Funds ownership: 80.79%79.6% (-1.2%)

2% less funds holding

Funds holding: 1,8501,820 (-30)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

14% less capital invested

Capital invested by funds: $60.9B → $52.3B (-$8.61B)

Holders
1,820
Holders Change
-30
Holders Change %
-1.62%
% of All Funds
24.4%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.46%
New
162
Increased
679
Reduced
710
Closed
164
Calls
$346M
Puts
$291M
Net Calls
+$55.2M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1201
One Capital Management
California
$371K +$203K +4,397 +100%
MG
1202
Mather Group
Illinois
$371K -$100K -2,168 -20%
AMG
1203
Advisors Management Group
Wisconsin
$370K -$6.92K -150 -2%
HWM
1204
HRC Wealth Management
Idaho
$368K +$2.68K +58 +0.7%
AWAU
1205
Alliance Wealth Advisors (Utah)
Utah
$366K +$25.1K +543 +7%
BMWM
1206
Brown Miller Wealth Management
Virginia
$364K +$398K +8,631 New
SI
1207
Severin Investments
Missouri
$364K +$37.3K +809 +10%
NHT
1208
New Hampshire Trust
New Hampshire
$364K -$43.8K -949 -10%
CPA
1209
Capital Performance Advisors
California
$363K +$19.2K +416 +5%
AG
1210
AmeriFlex Group
Nevada
$363K
NCFG
1211
New Century Financial Group
New Jersey
$361K +$12.2K +265 +3%
BI
1212
Bolthouse Investments
California
$360K
TC
1213
Trilogy Capital
California
$360K +$4.15K +90 +1%
SIA
1214
SkyView Investment Advisors
New Jersey
$359K +$392K +8,496 New
BAM
1215
Belpointe Asset Management
Nevada
$357K +$26.1K +566 +7%
AF
1216
Advisornet Financial
Minnesota
$355K -$99.4K -2,154 -20%
MA
1217
MCF Advisors
Kentucky
$355K +$156K +3,387 +68%
LJHT
1218
Laurie J. Hall Trustee
$355K
LWANC
1219
Laurel Wealth Advisors (North Carolina)
North Carolina
$354K
KCM
1220
Kathmere Capital Management
Pennsylvania
$353K -$43K -931 -10%
CI Investments Inc
1221
CI Investments Inc
Ontario, Canada
$352K -$24.7K -536 -6%
SIC
1222
Sterling Investment Counsel
New York
$351K +$18.1K +393 +5%
AF
1223
Alerus Financial
North Dakota
$351K -$85.9K -1,861 -18%
HFAS
1224
Hummer Financial Advisory Services
Illinois
$351K +$13.8K +300 +4%
KWA
1225
Kellett Wealth Advisors
Ohio
$351K +$738 +16 +0.2%

USB Hedge Fund Activity: Q1 2025 in Review

1,820 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2025, worth a combined $52.3B — down 14% from $60.9B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of USB and 162 opened new positions — a net loss of 2 holders — while 710 trimmed existing stakes and 679 added.

The largest buyer was Viking Global Investors, adding an estimated $481M. The largest seller was Charles Schwab, cutting an estimated $1.84B.

  • 1,820 institutional investors held US Bancorp (USB) as of Q1 2025, down from 1,850 in Q4 2024.
  • Funds reported $52.3B of US Bancorp stock for Q1 2025, down 14% quarter-over-quarter.
  • 162 funds opened new US Bancorp positions in Q1 2025 and 164 closed out, a net change of -2 holders.
  • The largest US Bancorp buyer in Q1 2025 was Viking Global Investors, an estimated $481M added.
  • The largest US Bancorp seller in Q1 2025 was Charles Schwab, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2025.