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US Bancorp

1,713 hedge funds and large institutions have $55.8B invested in US Bancorp in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 628 increasing their positions, 685 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 88

15% more capital invested

Capital invested by funds: $48.4B → $55.8B (+$7.47B)

3% more funds holding

Funds holding: 1,6711,713 (+42)

1% more call options, than puts

Call options by funds: $457M | Put options by funds: $451M

0.16% more ownership

Funds ownership: 78.04%78.2% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

8% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 685

Holders
1,713
Holders Change
+42
Holders Change %
+2.51%
% of All Funds
24.59%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
150
Increased
628
Reduced
685
Closed
88
Calls
$457M
Puts
$451M
Net Calls
+$5.71M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1226
Vestmark Advisory Solutions
Massachusetts
$332K -$343K -7,812 -52%
LC
1227
Landaas & Company
Wisconsin
$332K -$105K -2,394 -25%
NCTC
1228
New Covenant Trust Company
Indiana
$332K -$5.22K -119 -2%
PP
1229
PDS Planning
Ohio
$332K -$3.55K -81 -1%
CA
1230
Cambridge Advisors
Nebraska
$330K -$9.65K -220 -3%
ADL
1231
Asset Dedication LLC
California
$330K -$92.1K -2,100 -23%
LFA
1232
Laraway Financial Advisors
Minnesota
$329K -$13.2K -300 -4%
CFP
1233
Catalyst Financial Partners
Massachusetts
$329K +$17.5K +398 +6%
CI Investments Inc
1234
CI Investments Inc
Ontario, Canada
$328K +$9.65K +220 +3%
DAM
1235
Delta Asset Management
Tennessee
$327K -$43.9K -1,000 -12%
GLA
1236
Great Lakes Advisors
Illinois
$326K -$17.9K -409 -5%
AC
1237
AXQ Capital
New Jersey
$324K +$310K +7,079 New
NIC
1238
Northwest Investment Counselors
Oregon
$324K +$35.1K +800 +13%
QWP
1239
Quotient Wealth Partners
Texas
$322K +$32.2K +734 +12%
CIA
1240
Choate Investment Advisors
Massachusetts
$321K -$1.97K -45 -0.6%
BWP
1241
BSW Wealth Partners
Colorado
$320K -$87.6K -1,997 -22%
SCM
1242
Sterling Capital Management
North Carolina
$320K +$307K +6,989 New
GIA
1243
Gladstone Institutional Advisory
Florida
$319K -$2.24K -51 -0.7%
PAM
1244
Peak Asset Management
Colorado
$318K
TCA
1245
Trifecta Capital Advisors
Illinois
$318K
CSPAM
1246
Cary Street Partners Asset Management
Virginia
$316K -$7.72K -176 -2%
LFAS
1247
Level Four Advisory Services
Texas
$316K -$11.3K -257 -4%
AA
1248
Advisory Alpha
Michigan
$316K +$1.75K +40 +0.6%
FIB
1249
First Interstate Bank
Montana
$314K +$23.5K +536 +8%
BHPW
1250
Beverly Hills Private Wealth
California
$313K -$47.1K -1,074 -14%

USB Hedge Fund Activity: Q3 2024 in Review

1,713 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2024, worth a combined $55.8B — up 15% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new USB positions and 88 closed out — a net gain of 62 holders — while 628 added to existing stakes and 685 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $691M. The largest seller was MUFG Bank, cutting an estimated $945M.

  • 1,713 institutional investors held US Bancorp (USB) as of Q3 2024, up from 1,671 in Q2 2024.
  • Funds reported $55.8B of US Bancorp stock for Q3 2024, up 15% quarter-over-quarter.
  • 150 funds opened new US Bancorp positions in Q3 2024 and 88 closed out, a net change of +62 holders.
  • The largest US Bancorp buyer in Q3 2024 was Fidelity Investments, an estimated $691M added.
  • The largest US Bancorp seller in Q3 2024 was MUFG Bank, an estimated $945M sold.

Based on aggregated 13F filings for Q3 2024.