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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
CTI
1326
Community Trust & Investment
Kentucky
$299K +$2.46K +50 +0.8%
LW
1327
Linscomb Wealth
Texas
$299K +$48.2K +980 +19%
JSW
1328
Journey Strategic Wealth
New Jersey
$299K +$5.07K +103 +2%
WFI
1329
West Family Investments
California
$298K -$4.23K -86 -1%
BFA
1330
Bragg Financial Advisors
North Carolina
$297K -$63.5K -1,290 -17%
CPWA
1331
Cerro Pacific Wealth Advisors
California
$296K +$4.23K +86 +1%
FA
1332
Fiduciary Alliance
South Carolina
$296K +$304K +6,186 New
TFA
1333
Transamerica Financial Advisors
Florida
$295K -$4.58K -93 -1%
GLLW
1334
Graves Light Lenhart Wealth
Virginia
$294K
AIS
1335
Accredited Investor Services
Minnesota
$294K +$302K +6,144 New
CAAS
1336
Capital Asset Advisory Services
Michigan
$294K +$31K +630 +12%
CAG
1337
Crestwood Advisors Group
Massachusetts
$293K -$27.7K -564 -8%
IHL
1338
Investment House LLC
California
$293K
SWM
1339
Sculati Wealth Management
Michigan
$292K
FPGT
1340
Financial Partners Group (Tennessee)
Tennessee
$292K -$16.8K -341 -5%
NWWA
1341
New Wave Wealth Advisors
Arkansas
$291K -$57.7K -1,173 -16%
KP
1342
Keel Point
Alabama
$291K -$106K -2,154 -26%
BFG
1343
Beacon Financial Group
Texas
$291K -$15.1K -306 -5%
GWM
1344
Gibbs Wealth Management
Georgia
$290K +$62.1K +1,263 +26%
CIAS
1345
Capital Investment Advisory Services
North Carolina
$290K +$6.15K +125 +2%
FMTC
1346
Farmers & Merchants Trust Company
California
$290K
ACM
1347
Accent Capital Management
Ohio
$290K -$187K -3,800 -39%
NRD
1348
Nebula Research & Development
New York
$290K +$298K +6,061 New
AWM
1349
Aberdeen Wealth Management
Illinois
$290K +$18.3K +373 +7%
AFW
1350
Atlantic Family Wealth
Florida
$290K +$298K +6,058 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.