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US Bancorp
USB

Overview Fund Activity

1,830 hedge funds and large institutions have $60.7B invested in US Bancorp in 2024 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 619 increasing their positions, 691 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,830
Holders Change
+133
Holders Change %
+7.84%
% of All Funds
24.36%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.47%
New
257
Increased
619
Reduced
691
Closed
89
Calls
$435M
Puts
$547M
Net Calls
-$112M
Net Calls Change
-$117M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$533M
2
BlackRock
BlackRock
New York
+$486M
3
Invesco
Invesco
Georgia
+$261M
4
Marshall Wace
Marshall Wace
United Kingdom
+$223M
5
UBS Group
UBS Group
Switzerland
+$189M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$439M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$166M
3
Bank of America
Bank of America
North Carolina
-$148M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$131M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
1301
D'Orazio & Associates
Virginia
$311K +$35.5K +742 +13%
HL
1302
HeadInvest LLC
Maine
$311K – – –
FCH
1303
Freestone Capital Holdings
Washington
$309K +$34.7K +726 +13%
LI
1304
LifeWealth Investments
Florida
$309K +$309K +6,462 New
AO
1305
Advisor OS
Illinois
$305K +$15.9K +332 +5%
TAM
1306
Tucker Asset Management
Colorado
$305K -$60K -1,255 -16%
AWM
1307
Aprio Wealth Management
Georgia
$305K -$11.9K -249 -4%
GWANC
1308
Guardian Wealth Advisors (North Carolina)
North Carolina
$304K +$81.8K +1,711 +37%
APWM
1309
Anchor Pointe Wealth Management
Missouri
$304K +$304K +6,309 New
AUB
1310
Atlantic Union Bankshares
Virginia
$303K -$4.69K -98 -2%
FHC
1311
First Heartland Consultants
Missouri
$302K +$302K +6,322 New
EP
1312
EPIQ Partners
Minnesota
$302K – – –
CBTWT
1313
Community Bank & Trust (Waco, Texas)
Texas
$301K – – –
LFAS
1314
Level Four Advisory Services
Texas
$300K -$12.4K -259 -4%
CIM
1315
Cambria Investment Management
California
$299K +$299K +6,258 New
CTI
1316
Community Trust & Investment
Kentucky
$299K +$2.39K +50 +0.8%
LW
1317
Linscomb Wealth
Texas
$299K +$46.9K +980 +19%
JSW
1318
Journey Strategic Wealth
New Jersey
$299K +$4.93K +103 +2%
WFI
1319
West Family Investments
California
$298K -$4.11K -86 -1%
BFA
1320
Bragg Financial Advisors
North Carolina
$297K -$61.7K -1,290 -17%
CPWA
1321
Cerro Pacific Wealth Advisors
California
$296K +$3.93K +86 +1%
FA
1322
Fiduciary Alliance
South Carolina
$296K +$296K +6,186 New
TFA
1323
Transamerica Financial Advisors
Florida
$295K -$4.45K -93 -1%
GLLW
1324
Graves Light Lenhart Wealth
Virginia
$294K – – –
AIS
1325
Accredited Investor Services
Minnesota
$294K +$294K +6,144 New
51 52
53
54 55