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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
WPWM
1276
Western Pacific Wealth Management
Illinois
$335K +$93.8K +1,907 +37%
PFA
1277
Pure Financial Advisors
California
$334K +$25.5K +519 +8%
ICP
1278
Impact Capital Partners
Colorado
$334K +$344K +6,987 New
VAF
1279
Values Added Financial
District of Columbia
$333K +$115K +2,333 +50%
ACM
1280
Aster Capital Management
United Arab Emirates
$333K +$343K +6,966 New
PAM
1281
Peak Asset Management
Colorado
$333K
AA
1282
Advisory Alpha
Michigan
$333K +$2.56K +52 +0.8%
AWM
1283
Accel Wealth Management
Iowa
$331K -$5.07M -103,101 -94%
BIP
1284
Blueprint Investment Partners
North Carolina
$329K +$338K +6,873 New
HPM
1285
Hoxton Planning & Management
West Virginia
$328K +$13.3K +271 +4%
ADL
1286
Asset Dedication LLC
California
$328K -$17.4K -354 -5%
CBT
1287
Central Bank & Trust
Kentucky
$328K -$119K -2,425 -26%
AWM
1288
Ameliora Wealth Management
Switzerland
$327K
BS
1289
Banco Santander
Spain
$327K +$336K +6,840 New
PWPS
1290
Pinnacle Wealth Planning Services
Ohio
$327K -$77.4K -1,574 -19%
HS
1291
Horan Securities
United States
$325K +$10.3K +209 +3%
WDC
1292
Woodward Diversified Capital
California
$325K -$308K -6,256 -48%
NAM
1293
NorthCrest Asset Manangement
Minnesota
$322K +$29.6K +602 +10%
NAM
1294
NTV Asset Management
West Virginia
$320K +$50K +1,017 +18%
DPW
1295
DiNuzzo Private Wealth
Pennsylvania
$319K
PHS
1296
Pekin Hardy Strauss
Illinois
$319K
LC
1297
Lindbrook Capital
California
$319K +$8.31K +169 +3%
FAG
1298
Fortitude Advisory Group
Washington
$317K -$140K -2,844 -30%
RP
1299
Riverwater Partners
Wisconsin
$317K +$197 +4 +0.1%
NRI
1300
NFP Retirement Inc
California
$317K +$34.6K +703 +12%

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.