We are live on ! Find out more
USB icon

US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1351
Geller Advisors
New York
$244K +$10.9K +258 +5%
CGL
1352
Clarius Group LLC
Washington
$242K -$45.4K -1,076 -17%
APW
1353
Austin Private Wealth
Texas
$241K +$40K +947 +20%
AO
1354
Advisor OS
Illinois
$241K +$227K +5,388 New
FBT
1355
First Bankers Trust
Kentucky
$240K +$4.22K +100 +2%
JIC
1356
Joel Isaacson & Co
New York
$240K +$338 +8 +0.1%
LAM
1357
L2 Asset Management
Massachusetts
$239K +$18.1K +430 +9%
CIP
1358
Convergence Investment Partners
Florida
$238K -$802 -19 -0.4%
CC
1359
Chicago Capital
Illinois
$238K -$6.75K -160 -3%
BFA
1360
Buttonwood Financial Advisors
Maryland
$238K -$3.29K -78 -1%
KCPG
1361
Kavar Capital Partners Group
Kansas
$237K -$241K -5,705 -52%
HP
1362
Hikari Power
Japan
$237K
PVI
1363
Pine Valley Investments
New Jersey
$237K +$224K +5,299 New
CAAS
1364
Capital Asset Advisory Services
Michigan
$236K -$76.2K -1,807 -25%
SDAM
1365
Shulman DeMeo Asset Management
New York
$236K +$16.1K +382 +8%
PO
1366
Private Ocean
California
$234K +$5.11K +121 +2%
GWANC
1367
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K -$2.02K -48 -0.9%
FCA
1368
FinTrust Capital Advisors
South Carolina
$233K +$4.89K +116 +2%
DA
1369
Dillon & Associates
Michigan
$232K +$217K +5,150 New
WFI
1370
West Family Investments
California
$232K +$4.43K +105 +2%
AC
1371
Allstate Corporation
Illinois
$232K +$3.75K +89 +2%
DJSG
1372
D.J. St. Germain
Massachusetts
$231K -$971 -23 -0.4%
PJWM
1373
Philip James Wealth Mangement
Georgia
$231K -$26K -615 -11%
QIM
1374
Quest Investment Management
Oregon
$231K
KAM
1375
KEB Asset Management
Illinois
$230K -$36.4K -862 -14%

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.