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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
CIA
1251
Capital Investment Advisors
Georgia
$332K +$33.3K +722 +10%
MLL
1252
Moody Lynn & Lieberson
Massachusetts
$332K
VWM
1253
Venturi Wealth Management
Texas
$332K -$2.63K -57 -0.7%
DW
1254
Dodds Wealth
Colorado
$330K
A
1255
AlphaQuest
New York
$329K -$299K -6,491 -45%
HT
1256
Headlands Technologies
Illinois
$328K +$358K +7,770 New
DAS
1257
Dynamic Advisor Solutions
Arizona
$327K +$358K +7,755 New
PAG
1258
Paladin Advisory Group
Iowa
$327K
AA
1259
Advisory Alpha
Michigan
$326K +$35.5K +769 +11%
FBC
1260
Fairfield, Bush & Co
Connecticut
$326K -$9.23K -200 -3%
XC
1261
XY Capital
Hong Kong
$325K -$28.3K -614 -7%
CP
1262
Creekside Partners
California
$325K
FPWM
1263
FSB Premier Wealth Management
Iowa
$323K +$5.44K +118 +2%
AA
1264
Alta Advisers
United Kingdom
$323K +$120K +2,600 +52%
WA
1265
Whipplewood Advisors
Colorado
$320K -$11.3K -245 -3%
4WM
1266
44 Wealth Management
Oregon
$320K +$16.1K +349 +5%
MFWP
1267
Mosaic Family Wealth Partners
Missouri
$319K -$6.41K -139 -2%
QWP
1268
Quotient Wealth Partners
Texas
$319K -$10.2K -220 -3%
MIS
1269
Morningstar Investment Services
Illinois
$318K -$279K -6,037 -44%
PFA
1270
Pure Financial Advisors
California
$318K +$24.9K +540 +8%
LIA
1271
Lynx Investment Advisory
District of Columbia
$318K -$127K -2,743 -27%
AFG
1272
Allegheny Financial Group
Pennsylvania
$317K -$10.2K -220 -3%
SMH
1273
Sanders Morris Harris
Texas
$316K
GMFG
1274
Greater Midwest Financial Group
Minnesota
$316K -$15.8K -342 -4%
CCB
1275
Country Club Bank
Missouri
$314K -$4.61K -100 -1%

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.