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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
GI
1301
Gradient Investments
Minnesota
$298K +$106K +2,296 +48%
NF
1302
Nvest Financial
New Hampshire
$297K
CFP
1303
Catalyst Financial Partners
Massachusetts
$296K -$21.7K -470 -6%
WPWM
1304
Western Pacific Wealth Management
Illinois
$296K
SA
1305
Sovran Advisors
California
$296K +$9.83K +213 +3%
PWPS
1306
Pinnacle Wealth Planning Services
Ohio
$295K +$6.97K +151 +2%
AC
1307
Avestar Capital
New York
$294K -$79.4K -1,720 -20%
PAM
1308
Peak Asset Management
Colorado
$294K
AWM
1309
Accel Wealth Management
Iowa
$294K +$1.85K +40 +0.6%
LC
1310
Lindbrook Capital
California
$293K +$12K +261 +4%
PCM
1311
Prelude Capital Management
New York
$290K +$59.3K +1,285 +23%
NAS
1312
Nicolet Advisory Services
Wisconsin
$290K -$224K -4,854 -38%
CNBT
1313
Canandaigua National Bank & Trust
New York
$290K -$52.5K -1,138 -14%
BIG
1314
Brooklyn Investment Group
New York
$290K +$76.4K +1,655 +32%
CBT
1315
Central Bank & Trust
Kentucky
$289K
AWM
1316
Ameliora Wealth Management
Switzerland
$289K
FMC
1317
First Merchants Corp
Indiana
$288K +$315K +6,829 New
GLA
1318
Great Lakes Advisors
Illinois
$287K -$15K -325 -5%
HS
1319
Horan Securities
United States
$287K -$323 -7 -0.1%
CAG
1320
Crestwood Advisors Group
Massachusetts
$286K +$29.9K +649 +11%
HPM
1321
Hoxton Planning & Management
West Virginia
$286K -$4.38K -95 -1%
NAM
1322
NTV Asset Management
West Virginia
$286K +$3.83K +83 +1%
OPA
1323
Old Port Advisors
Maine
$285K -$42.8K -928 -12%
NRI
1324
NFP Retirement Inc
California
$284K +$4.89K +106 +2%
NCTC
1325
New Covenant Trust Company
Indiana
$283K -$13K -281 -4%

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.