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US Bancorp

1,820 hedge funds and large institutions have $52.3B invested in US Bancorp in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 679 increasing their positions, 710 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $346M | Put options by funds: $291M

1% less first-time investments, than exits

New positions opened: 162 | Existing positions closed: 164

4% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 710

1.18% less ownership

Funds ownership: 80.79%79.6% (-1.2%)

2% less funds holding

Funds holding: 1,8501,820 (-30)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

14% less capital invested

Capital invested by funds: $60.9B → $52.3B (-$8.61B)

Holders
1,820
Holders Change
-30
Holders Change %
-1.62%
% of All Funds
24.4%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.46%
New
162
Increased
679
Reduced
710
Closed
164
Calls
$346M
Puts
$291M
Net Calls
+$55.2M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1426
Byrne Asset Management
New Jersey
$230K -$7.61K -165 -3%
SIA
1427
Schechter Investment Advisors
Michigan
$230K -$23.2K -502 -8%
KAM
1428
KEB Asset Management
Illinois
$230K -$3.55K -77 -1%
FWM
1429
FSA Wealth Management
Massachusetts
$229K
WIA
1430
Wealthedge Investment Advisors
New York
$229K -$7.52K -163 -3%
MIM
1431
Moseley Investment Management
Florida
$229K -$18.8K -408 -7%
WIS
1432
Wright Investors Service
Connecticut
$228K -$25.1K -544 -9%
MM
1433
MQS Management
New York
$228K +$249K +5,400 New
HNW
1434
High Note Wealth
Minnesota
$227K +$108K +2,331 +76%
RWI
1435
Red Wave Investments
Pennsylvania
$227K
TI
1436
Truepoint Inc
Ohio
$226K -$1.2K -26 -0.5%
ACP
1437
Aveo Capital Partners
Colorado
$226K -$131K -2,841 -34%
SDAM
1438
Shulman DeMeo Asset Management
New York
$226K -$2.54K -55 -1%
VFM
1439
Viking Fund Management
North Dakota
$225K
SNB
1440
Security National Bank
Nebraska
$225K
WFI
1441
West Family Investments
California
$225K -$41.9K -908 -15%
AIA
1442
Affinity Investment Advisors
California
$225K -$18.9K -409 -7%
SSWM
1443
Sheets Smith Wealth Management
North Carolina
$224K -$20.3K -440 -8%
GWWM
1444
Great Waters Wealth Management
Minnesota
$223K -$201K -4,350 -45%
WPA
1445
Wealth Preservation Advisors
Tennessee
$223K +$244K +5,280 New
BWL
1446
Bogart Wealth LLC
Virginia
$223K +$3.55K +77 +1%
PWA
1447
Provenance Wealth Advisors
Florida
$221K -$217K -4,701 -47%
RIG
1448
RiverFront Investment Group
Virginia
$220K +$241K +5,216 New
PWH
1449
Priebe Wealth Holdings
Minnesota
$220K +$5.77K +125 +2%
KCM
1450
KRS Capital Management
Michigan
$219K +$240K +5,199 New

USB Hedge Fund Activity: Q1 2025 in Review

1,820 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2025, worth a combined $52.3B — down 14% from $60.9B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of USB and 162 opened new positions — a net loss of 2 holders — while 710 trimmed existing stakes and 679 added.

The largest buyer was Viking Global Investors, adding an estimated $481M. The largest seller was Charles Schwab, cutting an estimated $1.84B.

  • 1,820 institutional investors held US Bancorp (USB) as of Q1 2025, down from 1,850 in Q4 2024.
  • Funds reported $52.3B of US Bancorp stock for Q1 2025, down 14% quarter-over-quarter.
  • 162 funds opened new US Bancorp positions in Q1 2025 and 164 closed out, a net change of -2 holders.
  • The largest US Bancorp buyer in Q1 2025 was Viking Global Investors, an estimated $481M added.
  • The largest US Bancorp seller in Q1 2025 was Charles Schwab, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2025.