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
MMA
1226
Miracle Mile Advisors
California
$337K -$17.1K -406 -5%
SFB
1227
STAR Financial Bank
Indiana
$336K -$6.33K -150 -2%
MAWA
1228
Moss Adams Wealth Advisors
Washington
$336K +$39K +925 +14%
WA
1229
Waverly Advisors
Alabama
$336K +$67.4K +1,597 +27%
LFA
1230
Laraway Financial Advisors
Minnesota
$335K +$11K +260 +4%
KWA
1231
Kingswood Wealth Advisors
California
$334K -$14.1K -333 -4%
FCFC
1232
First Citizens Financial Corp
Iowa
$334K +$506 +12 +0.2%
TWP
1233
Tyche Wealth Partners
Texas
$333K -$396K -9,373 -56%
MA
1234
MCF Advisors
Kentucky
$331K +$14.6K +346 +5%
KCM
1235
Kathmere Capital Management
Pennsylvania
$331K +$4.73K +112 +2%
BCM
1236
Boltwood Capital Management
California
$330K -$9.49K -225 -3%
NP
1237
Nilsine Partners
Colorado
$329K +$43.8K +1,039 +16%
WPW
1238
Warther Private Wealth
Ohio
$329K -$310K -7,352 -50%
BAM
1239
Byrne Asset Management
New Jersey
$326K -$1.9K -45 -0.6%
OPCM
1240
Osborne Partners Capital Management
California
$325K
HI
1241
Human Investing
Oregon
$325K +$5.44K +129 +2%
OPWM
1242
Oxinas Partners Wealth Management
Indiana
$324K -$274K -6,483 -47%
FPWM
1243
FSB Premier Wealth Management
Iowa
$324K +$1.56K +37 +0.5%
CA
1244
Cambridge Advisors
Nebraska
$323K +$42.2K +1,000 +16%
FTWA
1245
Fifth Third Wealth Advisors
Ohio
$323K +$304K +7,215 New
FWM
1246
FFT Wealth Management
Pennsylvania
$322K +$41.3K +978 +16%
SXL
1247
Summit X LLC
Missouri
$320K +$127 +3 +0%
CHC
1248
City Holding Co
West Virginia
$319K -$40.3K -955 -12%
LCM
1249
Liberty Capital Management
Michigan
$317K
PP
1250
PDS Planning
Ohio
$317K +$7.26K +172 +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.