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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
AWM
1376
Alterna Wealth Management
Texas
$230K +$218K +5,156 New
ST
1377
Spinnaker Trust
Maine
$230K +$2.66K +63 +1%
CWP
1378
Concord Wealth Partners
Virginia
$230K -$200K -4,749 -48%
SFWC
1379
Strategic Family Wealth Counselors
New Jersey
$230K
BWL
1380
Bogart Wealth LLC
Virginia
$230K +$886 +21 +0.4%
GWMR
1381
GC Wealth Management RIA
Massachusetts
$229K -$5.57K -132 -3%
AC
1382
ASB Consultores
Florida
$228K +$215K +5,092 New
PWMAG
1383
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$215K +5,087 New
UAML
1384
US Asset Management LLC
Pennsylvania
$227K -$5.99K -142 -3%
NFG
1385
Nations Financial Group
Iowa
$227K +$1.65K +39 +0.8%
SPC
1386
Stewart & Patten Company
California
$226K -$59.7K -1,415 -22%
NB
1387
Nicolet Bankshares
Wisconsin
$225K -$12.2K -289 -5%
OWMIAS
1388
One Wealth Management Investment & Advisory Services
Florida
$224K +$212K +5,015 New
HCA
1389
Hyperion Capital Advisors
New York
$224K
AWA
1390
Aaron Wealth Advisors
Illinois
$223K +$210K +4,988 New
FWM
1391
Focused Wealth Management
New York
$221K +$380 +9 +0.2%
PIM
1392
Progressive Investment Management
Oregon
$221K
GI
1393
Gradient Investments
Minnesota
$220K -$1.49M -35,404 -88%
BWM
1394
Birchcreek Wealth Management
Ohio
$220K +$208K +4,922 New
TWA
1395
TCI Wealth Advisors
Arizona
$220K +$1.01K +24 +0.5%
AA
1396
AlphaMark Advisors
Kentucky
$219K
SAM
1397
Selway Asset Management
$219K
OWA
1398
Octavia Wealth Advisors
Ohio
$219K -$17.6K -418 -8%
FFS
1399
Founders Financial Securities
Maryland
$218K -$1.08M -25,531 -84%
CT
1400
Caldwell Trust
Florida
$218K -$6.71K -159 -3%

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.