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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
LC
1301
Lincoln Capital
Nebraska
$317K -$2.46K -50 -0.7%
CRIG
1302
Charter Research & Investment Group
Connecticut
$316K
PFSC
1303
Peoples Financial Services Corp
Pennsylvania
$316K -$7.63K -155 -2%
BW
1304
Bison Wealth
Georgia
$315K -$300K -6,104 -48%
BCM
1305
Boltwood Capital Management
California
$314K
PW
1306
Potentia Wealth
California
$314K +$323K +6,563 New
BHPW
1307
Beverly Hills Private Wealth
California
$313K -$14.9K -303 -4%
SGI
1308
Summit Global Investments
Utah
$313K -$10.1K -205 -3%
TCA
1309
Trifecta Capital Advisors
Illinois
$312K -$20.8K -422 -6%
EMAM
1310
Encompass More Asset Management
California
$312K +$73.3K +1,491 +30%
DOA
1311
D'Orazio & Associates
Virginia
$311K +$36.5K +742 +13%
HL
1312
HeadInvest LLC
Maine
$311K
FCH
1313
Freestone Capital Holdings
Washington
$309K +$35.7K +726 +13%
LI
1314
LifeWealth Investments
Florida
$309K +$318K +6,462 New
AO
1315
Advisor OS
Illinois
$305K +$16.3K +332 +5%
TAM
1316
Tucker Asset Management
Colorado
$305K -$61.7K -1,255 -16%
AWM
1317
Aprio Wealth Management
Georgia
$305K -$12.2K -249 -4%
GWANC
1318
Guardian Wealth Advisors (North Carolina)
North Carolina
$304K +$84.2K +1,711 +37%
APWM
1319
Anchor Pointe Wealth Management
Missouri
$304K +$310K +6,309 New
AUB
1320
Atlantic Union Bankshares
Virginia
$303K -$4.82K -98 -2%
FHC
1321
First Heartland Consultants
Missouri
$302K +$311K +6,322 New
EP
1322
EPIQ Partners
Minnesota
$302K
CBTWT
1323
Community Bank & Trust (Waco, Texas)
Texas
$301K
LFAS
1324
Level Four Advisory Services
Texas
$300K -$12.7K -259 -4%
CIM
1325
Cambria Investment Management
California
$299K +$308K +6,258 New

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.