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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
OFG
1226
Oxford Financial Group
Indiana
$346K -$10.2K -222 -3%
XT
1227
XTX Topco
Cayman Islands
$346K +$378K +8,203 New
AA
1228
Armis Advisers
Georgia
$346K +$396K +8,583 New
SHFA
1229
SS&H Financial Advisors
Michigan
$346K
AWA
1230
Aaron Wealth Advisors
Illinois
$346K +$12.1K +262 +3%
FFG
1231
Fiduciary Financial Group
California
$346K -$2.72K -59 -0.6%
PP
1232
PDS Planning
Ohio
$345K +$39.1K +847 +12%
AWMM
1233
Aegis Wealth Management (Maryland)
Maryland
$345K -$1.85K -40 -0.5%
CA
1234
Continuum Advisory
Idaho
$345K +$31.2K +677 +9%
PFGIA
1235
Patriot Financial Group Insurance Agency
Massachusetts
$345K +$10.3K +224 +3%
CIA
1236
Choate Investment Advisors
Massachusetts
$344K +$12.9K +279 +4%
OC
1237
Oarsman Capital
Wisconsin
$343K -$10.3K -223 -3%
BWA
1238
Burt Wealth Advisors
Maryland
$341K
IIA
1239
Integral Investment Advisors
California
$341K
BWA
1240
Bestgate Wealth Advisors
Maryland
$339K +$11.7K +253 +3%
AFT
1241
Alpha Family Trust
California
$339K +$96.9K +2,100 +35%
KIG
1242
Kessler Investment Group
Indiana
$338K
CWP
1243
Core Wealth Partners
California
$338K
AP
1244
Adero Partners
California
$337K +$5.12K +111 +1%
ACS
1245
Archford Capital Strategies
Illinois
$337K +$37.7K +817 +11%
PFW
1246
Petros Family Wealth
Minnesota
$337K -$10.2K -221 -3%
PL
1247
Perpetual Ltd
Australia
$337K -$1.11K -24 -0.3%
LIA
1248
LBMC Investment Advisors
Tennessee
$336K +$1.15K +25 +0.3%
LWM
1249
Liberty Wealth Management
California
$333K -$28.7K -622 -7%
RA
1250
Rise Advisors
New York
$333K -$58.5K -1,267 -14%

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.