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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
OPCM
1401
Osborne Partners Capital Management
California
$260K -$31.7K -644 -11%
FWM
1402
FSA Wealth Management
Massachusetts
$260K
APW
1403
Austin Private Wealth
Texas
$259K +$21.9K +445 +9%
SDAM
1404
Shulman DeMeo Asset Management
New York
$258K -$18.7K -381 -7%
TWP
1405
Tyche Wealth Partners
Texas
$258K +$6.3K +128 +2%
TI
1406
Truepoint Inc
Ohio
$258K +$197 +4 +0.1%
RWI
1407
Red Wave Investments
Pennsylvania
$258K
RDWM
1408
Red Door Wealth Management
Tennessee
$256K +$264K +5,361 New
VFM
1409
Viking Fund Management
North Dakota
$255K
SNB
1410
Security National Bank
Nebraska
$255K +$168K +3,415 +178%
FWM
1411
Focused Wealth Management
New York
$255K +$17.3K +352 +7%
PA
1412
PFG Advisors
Arizona
$254K +$261K +5,306 New
BIG
1413
Brooklyn Investment Group
New York
$249K +$20.2K +410 +9%
OPWM
1414
Oxinas Partners Wealth Management
Indiana
$249K -$14.8K -300 -5%
BWL
1415
Bogart Wealth LLC
Virginia
$249K +$3.1K +63 +1%
TCA
1416
Transcend Capital Advisors
New Jersey
$249K +$12.4K +252 +5%
RIS
1417
Richmond Investment Services
Wisconsin
$248K +$255K +5,190 New
DJSG
1418
D.J. St. Germain
Massachusetts
$248K
ST
1419
Spinnaker Trust
Maine
$247K +$3.89K +79 +2%
DA
1420
Dillon & Associates
Michigan
$247K
QIM
1421
Quest Investment Management
Oregon
$247K
KCPG
1422
Kavar Capital Partners Group
Kansas
$247K
EW
1423
Evoke Wealth
California
$246K +$6.54K +133 +3%
SFB
1424
STAR Financial Bank
Indiana
$246K -$75.9K -1,542 -23%
EWA
1425
Encompass Wealth Advisors
Oregon
$246K +$22.7K +462 +10%

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.