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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
GWM
1426
GSB Wealth Management
Connecticut
$210K +$201K +4,584 New
ASG
1427
Ariston Services Group
California
$210K +$201K +4,582 New
BBNB
1428
Baker Boyer National Bank
Washington
$209K +$201K +4,577 New
PCM
1429
Pointe Capital Management
Michigan
$209K +$201K +4,573 New
AAM
1430
Augustine Asset Management
Florida
$209K +$200K +4,566 New
AWM
1431
Angeles Wealth Management
California
$208K +$200K +4,550 New
RBFC
1432
Roman Butler Fullerton & Co
Missouri
$208K +$194K +4,426 New
WDA
1433
Wendell David Associates
New Hampshire
$208K +$200K +4,551 New
PCMK
1434
Paragon Capital Management (Kansas)
Kansas
$208K +$199K +4,548 New
OWP
1435
Obermeyer Wealth Partners
Colorado
$208K +$199K +4,547 New
BW
1436
Basepoint Wealth
Iowa
$207K +$199K +4,531 New
AF
1437
Arrow Financial
New York
$206K -$20.3K -463 -9%
CH
1438
Cromwell Holdings
Wyoming
$205K
LAS
1439
Lloyd Advisory Services
Georgia
$204K +$196K +4,458 New
TWM
1440
Trueblood Wealth Management
Ohio
$204K +$195K +4,456 New
VPP
1441
Vertex Planning Partners
Illinois
$203K +$195K +4,448 New
PWW
1442
Pettyjohn Wood & White
Virginia
$202K +$194K +4,427 New
OCM
1443
One Capital Management
California
$201K +$193K +4,402 New
SIM
1444
Stratos Investment Management
Ohio
$201K +$193K +4,401 New
ABLA
1445
Alan B. Lancz & Associates
Ohio
$201K +$193K +4,400 New
FWTB
1446
First Western Trust Bank
Colorado
$201K +$193K +4,398 New
SB
1447
Strategic Blueprint
Georgia
$201K -$122K -2,778 -39%
CFO
1448
CVA Family Office
Colorado
$199K +$11.4K +259 +6%
CCMI
1449
Creative Capital Management Investments
California
$198K +$189K +4,318 +86,360%
EWA
1450
EverSource Wealth Advisors
Alabama
$195K +$10.9K +249 +6%

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.