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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
OPA
1226
Old Port Advisors
Maine
$368K -$30.9K -628 -8%
SW
1227
SVB Wealth
Massachusetts
$367K +$378K +7,677 New
SFG
1228
SevenBridge Financial Group
Pennsylvania
$366K
FTUS
1229
Flow Traders U.S.
New York
$366K +$376K +7,643 New
NP
1230
Nilsine Partners
Colorado
$365K -$25.9K -527 -6%
CCB
1231
Country Club Bank
Missouri
$364K
SMH
1232
Sanders Morris Harris
Texas
$362K
WA
1233
Whipplewood Advisors
Colorado
$362K +$372K +7,559 New
SPC
1234
Sigma Planning Corp
Michigan
$360K -$40.6K -825 -10%
FPWM
1235
FSB Premier Wealth Management
Iowa
$360K -$2.66K -54 -0.7%
FWM
1236
FFT Wealth Management
Pennsylvania
$359K +$1.08K +22 +0.3%
CA
1237
Continuum Advisory
Idaho
$358K +$1.33K +27 +0.4%
FA
1238
FDx Advisors
Illinois
$358K -$18.2K -369 -5%
CFP
1239
Catalyst Financial Partners
Massachusetts
$358K +$14.2K +288 +4%
AW
1240
Alteri Wealth
California
$358K +$368K +7,479 New
NW
1241
NewEdge Wealth
Pennsylvania
$357K -$373K -7,580 -50%
LI
1242
LRI Investments
Florida
$357K -$28.2K -574 -7%
HPBT
1243
Hickory Point Bank & Trust
Illinois
$356K +$366K +7,440 New
BWP
1244
BSW Wealth Partners
Colorado
$354K +$19.3K +393 +6%
GPW
1245
Genesis Private Wealth
Virginia
$353K +$363K +7,386 New
VF
1246
Vest Financial
Virginia
$352K +$51.1K +1,039 +16%
DAM
1247
Delta Asset Management
Tennessee
$352K +$9.89K +201 +3%
PP
1248
PDS Planning
Ohio
$351K +$4.08K +83 +1%
FAM
1249
Fenimore Asset Management
New York
$351K
EWA
1250
EverSource Wealth Advisors
Alabama
$350K +$151K +3,060 +72%

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.