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US Bancorp

1,712 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, 684 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: 1,6701,712 (+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: 684

Holders
1,712
Holders Change
+42
Holders Change %
+2.51%
% of All Funds
24.58%
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
684
Closed
88
Calls
$457M
Puts
$451M
Net Calls
+$5.71M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1376
Gateway Investment Advisers
Ohio
$232K -$4.87K -111 -2%
RFS
1377
Richardson Financial Services
Massachusetts
$231K +$13.2K +300 +5%
EW
1378
Element Wealth
Mississippi
$230K +$221K +5,040 New
EMAM
1379
Encompass More Asset Management
California
$230K +$221K +5,033 New
EW
1380
Evoke Wealth
California
$230K +$218K +4,965 New
TWA
1381
TCI Wealth Advisors
Arizona
$229K +$220K +5,013 New
PVI
1382
Pine Valley Investments
New Jersey
$229K +$219K +4,999 New
HCA
1383
Hyperion Capital Advisors
New York
$229K +$219K +5,000 New
MAM
1384
Morse Asset Management
Connecticut
$229K +$219K +5,000 New
FA
1385
Fermata Advisors
California
$229K +$219K +4,997 New
BFO
1386
Boston Family Office
Massachusetts
$228K -$4.87K -111 -2%
APW
1387
Austin Private Wealth
Texas
$228K -$8.99K -205 -4%
FWM
1388
Focused Wealth Management
New York
$227K +$218K +4,972 New
FCA
1389
FinTrust Capital Advisors
South Carolina
$226K -$18K -410 -8%
TCA
1390
Transcend Capital Advisors
New Jersey
$226K -$18.9K -430 -8%
GM
1391
GeoWealth Management
Illinois
$226K -$15.8K -360 -7%
CWP
1392
Concord Wealth Partners
Virginia
$226K +$24.8K +566 +13%
AA
1393
AlphaMark Advisors
Kentucky
$224K
MFA
1394
Mayflower Financial Advisors
Massachusetts
$223K +$214K +4,887 New
GI
1395
Gradient Investments
Minnesota
$223K -$103K -2,356 -33%
RPC
1396
Rossmore Private Capital
Connecticut
$223K -$98.2K -2,239 -31%
PWH
1397
Priebe Wealth Holdings
Minnesota
$222K +$213K +4,863 New
MIP
1398
Marietta Investment Partners
Wisconsin
$222K +$213K +4,861 New
KA
1399
Kure Advisory
Minnesota
$222K +$213K +4,857 New
SCA
1400
Sippican Capital Advisors
Massachusetts
$222K +$213K +4,857 New

USB Hedge Fund Activity: Q3 2024 in Review

1,712 of the 6,964 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 684 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $691M. The largest seller was MUFG Bank, cutting an estimated $945M.

  • 1,712 institutional investors held US Bancorp (USB) as of Q3 2024, up from 1,670 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.