We are live on ! Find out more
USB icon

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
IVP
1301
Intrinsic Value Partners
Arizona
$278K -$11.4K -260 -4%
MA
1302
MCF Advisors
Kentucky
$278K -$59.5K -1,357 -18%
FMTC
1303
Farmers & Merchants Trust Company
California
$277K -$9.04K -206 -3%
JWM
1304
Jeppson Wealth Management
California
$277K
AO
1305
Advisor OS
Illinois
$277K +$23.4K +533 +10%
MHIC
1306
Marble Harbor Investment Counsel
Massachusetts
$276K
CIA
1307
Capital Investment Advisors
Georgia
$275K +$15.7K +357 +6%
KIA
1308
Knollwood Investment Advisory
Maryland
$274K
WPA
1309
West Paces Advisors
Georgia
$273K -$276K -6,296 -51%
AI
1310
Arrien Investments
Idaho
$272K -$5.83K -133 -2%
CIAS
1311
Capital Investment Advisory Services
North Carolina
$272K +$4.21K +96 +2%
TGAM
1312
TBH Global Asset Management
Tennessee
$272K +$261K +5,940 New
NRI
1313
NFP Retirement Inc
California
$271K +$260K +5,926 New
AFT
1314
Alpha Family Trust
California
$271K
MIM
1315
Moseley Investment Management
Florida
$269K -$22.3K -508 -8%
JSL
1316
JT Stratford LLC
Georgia
$267K +$5.18K +118 +2%
MF
1317
Meridian Financial
Massachusetts
$266K +$658 +15 +0.3%
BAM
1318
Byrne Asset Management
New Jersey
$265K -$16.4K -375 -6%
SDAM
1319
Shulman DeMeo Asset Management
New York
$264K -$1.71K -39 -0.7%
RTC
1320
Riverview Trust Company
Washington
$264K -$23.6K -539 -9%
GAB
1321
German American Bancorp
Indiana
$264K
DOA
1322
D'Orazio & Associates
Virginia
$263K +$253K +5,762 New
NFG
1323
Nations Financial Group
Iowa
$263K +$252K +5,742 New
FCH
1324
Freestone Capital Holdings
Washington
$262K -$215K -4,894 -46%
CHC
1325
City Holding Co
West Virginia
$262K -$41.2K -940 -14%

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.