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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
SQA
1351
Simon Quick Advisors
New Jersey
$290K +$19.6K +398 +7%
JWM
1352
Jeppson Wealth Management
California
$290K
MHIC
1353
Marble Harbor Investment Counsel
Massachusetts
$289K
CT
1354
Clearstead Trust
Maine
$288K +$281K +5,705 +1,761%
IVP
1355
Intrinsic Value Partners
Arizona
$288K -$2.46K -50 -0.8%
VF
1356
Virtu Financial
New York
$288K +$296K +6,013 New
SFWC
1357
Strategic Family Wealth Counselors
New Jersey
$288K +$39.8K +810 +16%
VCM
1358
Virtue Capital Management
Tennessee
$287K -$23.1K -469 -7%
KIA
1359
Knollwood Investment Advisory
Maryland
$287K
PC
1360
Promus Capital
Illinois
$287K +$295K +6,000 New
HR
1361
Hardy Reed
Mississippi
$285K -$27.5K -560 -9%
LAM
1362
L2 Asset Management
Massachusetts
$285K -$10.9K -221 -4%
TGAM
1363
TBH Global Asset Management
Tennessee
$285K +$492 +10 +0.2%
WIS
1364
Wright Investors Service
Connecticut
$284K -$620K -12,607 -68%
SIA
1365
Schechter Investment Advisors
Michigan
$284K -$39.9K -811 -12%
AFT
1366
Alpha Family Trust
California
$283K
MADFP
1367
Michael A Dubis Financial Planning
Wisconsin
$283K +$291K +5,909 New
SCM
1368
Sebold Capital Management
Illinois
$283K -$81.8K -1,663 -22%
AI
1369
Arrien Investments
Idaho
$282K -$3.89K -79 -1%
OCBCO
1370
Oversea-Chinese Banking Corp (OCBC)
Singapore
$282K +$286K +5,813 New
TWA
1371
TCI Wealth Advisors
Arizona
$280K +$40.9K +832 +17%
AC
1372
AXQ Capital
New Jersey
$278K -$61.8K -1,257 -18%
MIM
1373
Moseley Investment Management
Florida
$278K -$2.85K -58 -1%
Dodge & Cox
1374
Dodge & Cox
California
$277K -$246K -5,000 -46%
JSL
1375
JT Stratford LLC
Georgia
$277K -$2.51K -51 -0.9%

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.