We are live on ! Find out more
USB icon

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
GA
1426
Geller Advisors
New York
$246K -$7.67K -156 -3%
NFG
1427
Nations Financial Group
Iowa
$246K -$29.7K -604 -11%
FCFC
1428
First Citizens Financial Corp
Iowa
$245K
LCM
1429
LVM Capital Management
Michigan
$245K -$768K -15,608 -75%
NFA
1430
Northern Financial Advisors
Michigan
$245K -$9.94K -202 -4%
Empower Advisory Group
1431
Empower Advisory Group
Colorado
$245K -$25K -508 -9%
VCP
1432
Vista Capital Partners
Oregon
$244K +$21.4K +435 +9%
PWH
1433
Priebe Wealth Holdings
Minnesota
$243K +$10.6K +215 +4%
VWM
1434
VanWeelden Wealth Management
Ohio
$242K +$249K +5,065 New
CIP
1435
Convergence Investment Partners
Florida
$242K -$5.17K -105 -2%
EW
1436
Element Wealth
Mississippi
$241K +$344 +7 +0.1%
AA
1437
Alta Advisers
United Kingdom
$241K +$75.8K +1,540 +44%
RFS
1438
Richardson Financial Services
Massachusetts
$241K -$38.4K -780 -14%
MA
1439
MKT Advisors
California
$240K
OTPPB
1440
Ontario Teachers' Pension Plan Board
Ontario, Canada
$239K +$246K +5,003 New
SP
1441
Symmetry Partners
Connecticut
$239K +$246K +5,003 New
BCA
1442
Bay Colony Advisors
Massachusetts
$239K -$62.5K -1,270 -20%
MCM
1443
McRae Capital Management
New Jersey
$239K -$22.1K -450 -8%
HCA
1444
Hyperion Capital Advisors
New York
$239K
BPC
1445
Banque Pictet & Cie
Switzerland
$239K +$246K +5,000 New
PVI
1446
Pine Valley Investments
New Jersey
$239K
BFO
1447
Boston Family Office
Massachusetts
$239K
MA
1448
MCF Advisors
Kentucky
$238K -$52.9K -1,075 -18%
OWCM
1449
One Wealth Capital Management
Arizona
$238K +$245K +4,978 New
TW
1450
TritonPoint Wealth
Maryland
$236K +$11.3K +230 +5%

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.