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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 %
CAAS
1326
Capital Asset Advisory Services
Michigan
$294K +$30.8K +630 +12%
CAG
1327
Crestwood Advisors Group
Massachusetts
$293K -$27K -564 -8%
IHL
1328
Investment House LLC
California
$293K – – –
SWM
1329
Sculati Wealth Management
Michigan
$292K – – –
FPGT
1330
Financial Partners Group (Tennessee)
Tennessee
$292K -$16.3K -341 -5%
NWWA
1331
New Wave Wealth Advisors
Arkansas
$291K -$56.1K -1,173 -16%
KP
1332
Keel Point
Alabama
$291K -$103K -2,154 -26%
BFG
1333
Beacon Financial Group
Texas
$291K -$14.6K -306 -5%
CIAS
1334
Capital Investment Advisory Services
North Carolina
$290K +$5.98K +125 +2%
FMTC
1335
Farmers & Merchants Trust Company
California
$290K – – –
ACM
1336
Accent Capital Management
Ohio
$290K -$184K -3,800 -39%
NRD
1337
Nebula Research & Development
New York
$290K +$290K +6,061 New
AWM
1338
Aberdeen Wealth Management
Illinois
$290K +$17.8K +373 +7%
AFW
1339
Atlantic Family Wealth
Florida
$290K +$290K +6,058 New
SQA
1340
Simon Quick Advisors
New Jersey
$290K +$19K +398 +7%
JWM
1341
Jeppson Wealth Management
California
$290K – – –
MHIC
1342
Marble Harbor Investment Counsel
Massachusetts
$289K – – –
CT
1343
Clearstead Trust
Maine
$288K +$273K +5,705 +1,761%
IVP
1344
Intrinsic Value Partners
Arizona
$288K -$2.39K -50 -0.8%
VF
1345
Virtu Financial
New York
$288K +$288K +6,013 New
SFWC
1346
Strategic Family Wealth Counselors
New Jersey
$288K +$38.7K +810 +16%
VCM
1347
Virtue Capital Management
Tennessee
$287K -$22.4K -469 -7%
KIA
1348
Knollwood Investment Advisory
Maryland
$287K – – –
PC
1349
Promus Capital
Illinois
$287K +$287K +6,000 New
HR
1350
Hardy Reed
Mississippi
$285K -$26.8K -560 -9%
52 53
54
55 56