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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
AWM
1326
Aberdeen Wealth Management
Illinois
$260K +$307 +7 +0.1%
NAM
1327
NTV Asset Management
West Virginia
$259K
SQA
1328
Simon Quick Advisors
New Jersey
$259K +$248K +5,659 New
Empower Advisory Group
1329
Empower Advisory Group
Colorado
$257K +$25.1K +572 +11%
HGWM
1330
Horst & Graben Wealth Management
Oregon
$257K +$3.38K +77 +1%
FG
1331
Foster Group
Iowa
$257K +$6.97K +159 +3%
BWM
1332
BNC Wealth Management
Oregon
$257K +$1.32K +30 +0.5%
RA
1333
Ransom Advisory
Rhode Island
$256K -$33.6K -766 -12%
WAM
1334
Walker Asset Management
Missouri
$255K -$8.68K -198 -3%
FBT
1335
First Bankers Trust
Kentucky
$255K -$13.2K -300 -5%
CIC
1336
Crawford Investment Counsel
Georgia
$254K -$31.1K -709 -11%
LCM
1337
Liberty Capital Management
Michigan
$254K -$9.87K -225 -4%
EC
1338
EntryPoint Capital
New York
$254K +$134K +3,045 +121%
MWP
1339
Madison Wealth Partners
Wisconsin
$254K +$243K +5,548 New
CPWA
1340
Cerro Pacific Wealth Advisors
California
$253K
OPWM
1341
Oxinas Partners Wealth Management
Indiana
$252K -$77.2K -1,759 -24%
IWA
1342
IVC Wealth Advisors
Pennsylvania
$251K +$132 +3 +0.1%
JIC
1343
Joel Isaacson & Co
New York
$251K +$307 +7 +0.1%
KAM
1344
KEB Asset Management
Illinois
$250K +$13.2K +300 +6%
CAMG
1345
CWA Asset Management Group
Florida
$249K +$239K +5,453 New
MCM
1346
McRae Capital Management
New Jersey
$249K
UAML
1347
US Asset Management LLC
Pennsylvania
$249K +$213K +4,858 New
LW
1348
Lauer Wealth
Indiana
$249K -$28.5K -650 -11%
FWM
1349
FSA Wealth Management
Massachusetts
$248K +$238K +5,428 New
RWI
1350
Red Wave Investments
Pennsylvania
$246K

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.