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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
FTIS
1401
First Trust Investment Solutions
Florida
$222K -$51.9K -1,183 -20%
UCI
1402
Uncommon Cents Investing
Wisconsin
$220K +$211K +4,817 New
IPW
1403
Inlet Private Wealth
Florida
$220K +$211K +4,813 New
AFM
1404
Armstrong Fleming & Moore
District of Columbia
$220K +$211K +4,812 New
ACA
1405
American Capital Advisory
Idaho
$220K
TNBTD
1406
Trustmark National Bank Trust Department
Mississippi
$220K -$66.5K -1,517 -24%
WI
1407
Wintrust Investments
Illinois
$220K -$1.94M -44,222 -90%
GWM
1408
Gibbs Wealth Management
Georgia
$220K +$211K +4,809 New
BB
1409
Bell Bank
North Dakota
$220K +$211K +4,802 New
MA
1410
MKT Advisors
California
$220K +$218K +4,962 New
KIC
1411
Kensington Investment Counsel
California
$219K -$27.5K -628 -12%
BIG
1412
Brooklyn Investment Group
New York
$219K +$8.82K +201 +4%
BCV
1413
Banque Cantonale Vaudoise
Switzerland
$216K -$131K -2,980 -39%
EFMC
1414
Empire Financial Management Company
New York
$215K +$206K +4,704 New
EWA
1415
Encompass Wealth Advisors
Oregon
$214K +$206K +4,686 New
HCP
1416
Hexagon Capital Partners
Arkansas
$214K +$24.1K +550 +13%
CCG
1417
Catalina Capital Group
California
$213K +$204K +4,661 New
BWM
1418
Birchcreek Wealth Management
Ohio
$213K +$204K +4,659 New
VCP
1419
Vista Capital Partners
Oregon
$213K +$204K +4,659 New
BDFN
1420
Bond & Devick Financial Network
Minnesota
$213K -$21.9K -500 -10%
GWANC
1421
Guardian Wealth Advisors (North Carolina)
North Carolina
$213K -$25.2K -575 -11%
SMA
1422
Sage Mountain Advisors
Georgia
$213K +$204K +4,649 New
VAF
1423
Values Added Financial
District of Columbia
$212K +$203K +4,638 New
TW
1424
TritonPoint Wealth
Maryland
$212K +$204K +4,661 New
SMWM
1425
Silvia McColl Wealth Management
California
$212K +$203K +4,627 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.