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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
AWM
1251
Ameliora Wealth Management
Switzerland
$313K
SIA
1252
Soltis Investment Advisors
Utah
$312K -$13.7K -312 -4%
PFSC
1253
Peoples Financial Services Corp
Pennsylvania
$309K -$4.47K -102 -1%
SGI
1254
Summit Global Investments
Utah
$309K -$58.4K -1,332 -16%
SIA
1255
Schechter Investment Advisors
Michigan
$309K +$39.4K +899 +15%
WA
1256
Waverly Advisors
Alabama
$309K -$55K -1,254 -16%
CWM
1257
Concentric Wealth Management
California
$309K -$41.9K -955 -12%
CAG
1258
Crestwood Advisors Group
Massachusetts
$306K -$526 -12 -0.2%
SFB
1259
STAR Financial Bank
Indiana
$306K -$47.4K -1,080 -14%
DWM
1260
Dynasty Wealth Management
Florida
$306K -$6.97K -159 -2%
JFA
1261
JNBA Financial Advisors
Minnesota
$306K
DPW
1262
DiNuzzo Private Wealth
Pennsylvania
$305K +$275K +6,267 +1,532%
LC
1263
Lincoln Capital
Nebraska
$305K -$66.2K -1,510 -18%
PHS
1264
Pekin Hardy Strauss
Illinois
$305K
AWM
1265
Aprio Wealth Management
Georgia
$303K +$290K +6,616 New
CRIG
1266
Charter Research & Investment Group
Connecticut
$302K
HPM
1267
Hoxton Planning & Management
West Virginia
$302K +$14.6K +333 +5%
HS
1268
Horan Securities
United States
$302K +$395 +9 +0.1%
BCM
1269
Boltwood Capital Management
California
$301K -$17.5K -400 -6%
BWP
1270
Barlow Wealth Partners
Kentucky
$300K
SSWM
1271
Sheets Smith Wealth Management
North Carolina
$299K -$84.7K -1,932 -23%
HR
1272
Hardy Reed
Mississippi
$298K -$14.2K -324 -5%
HL
1273
HeadInvest LLC
Maine
$297K
LC
1274
Lindbrook Capital
California
$297K +$9.08K +207 +3%
VCM
1275
Virtue Capital Management
Tennessee
$296K -$57.5K -1,312 -17%

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.