We are live on ! Find out more
USB icon

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
TI
1351
Truepoint Inc
Ohio
$246K +$219 +5 +0.1%
QIM
1352
Quantitative Investment Management
Virginia
$246K +$237K +5,398 New
VFM
1353
Viking Fund Management
North Dakota
$244K +$132K +3,000 +128%
OWA
1354
Octavia Wealth Advisors
Ohio
$244K +$9.78K +223 +4%
NFA
1355
Northern Financial Advisors
Michigan
$243K -$42.5K -969 -15%
GA
1356
Geller Advisors
New York
$243K -$6.97K -159 -3%
HP
1357
Hikari Power
Japan
$242K
SF
1358
Summit Financial
New Jersey
$241K +$229K +5,213 New
LW
1359
Linscomb Wealth
Texas
$241K -$116K -2,639 -33%
TWP
1360
Tyche Wealth Partners
Texas
$241K -$6.45K -147 -3%
CAAS
1361
Capital Asset Advisory Services
Michigan
$238K -$30.7K -699 -11%
SFWC
1362
Strategic Family Wealth Counselors
New Jersey
$238K +$3.11K +71 +1%
CFM
1363
Catalyst Funds Management
Australia
$238K +$206K +4,700 +940%
DA
1364
Dillon & Associates
Michigan
$237K
DJSG
1365
D.J. St. Germain
Massachusetts
$237K +$307 +7 +0.1%
TCB
1366
Texas Capital Bancshares
Texas
$236K -$3.86K -88 -2%
CIP
1367
Convergence Investment Partners
Florida
$236K +$1.49K +34 +0.7%
QIM
1368
Quest Investment Management
Oregon
$236K
KCPG
1369
Kavar Capital Partners Group
Kansas
$236K -$17.5K -400 -7%
BWL
1370
Bogart Wealth LLC
Virginia
$235K +$921 +21 +0.4%
CB
1371
Cadence Bank
Mississippi
$235K +$225K +5,133 New
CGL
1372
Clarius Group LLC
Washington
$235K -$9.26K -211 -4%
FCFC
1373
First Citizens Financial Corp
Iowa
$234K -$3.46K -79 -2%
WPWM
1374
Western Pacific Wealth Management
Illinois
$233K +$70.2K +1,600 +46%
ST
1375
Spinnaker Trust
Maine
$233K

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.