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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
EPIM
1476
Evelyn Partners Investment Management
$226K +$232K +4,720 New
EFMC
1477
Empire Financial Management Company
New York
$225K
AAP
1478
Arax Advisory Partners
Colorado
$224K +$205K +4,163 +788%
CFO
1479
CVA Family Office
Colorado
$223K +$15.3K +311 +7%
BWM
1480
Birchcreek Wealth Management
Ohio
$223K
AWM
1481
Angeles Wealth Management
California
$222K +$4.77K +97 +2%
SMWM
1482
Silvia McColl Wealth Management
California
$221K
WI
1483
Wintrust Investments
Illinois
$221K -$9.15K -186 -4%
GWM
1484
GSB Wealth Management
Connecticut
$221K +$1.72K +35 +0.8%
CSWG
1485
Cardinal Strategic Wealth Guidance
Kentucky
$221K +$227K +4,617 New
MFC
1486
Mechanics Financial Corp
Ohio
$221K -$87.1K -1,770 -28%
SB
1487
Strategic Blueprint
Georgia
$221K +$11.1K +226 +5%
UAML
1488
US Asset Management LLC
Pennsylvania
$220K -$13K -264 -5%
VPP
1489
Vertex Planning Partners
Illinois
$220K +$7.23K +147 +3%
ASG
1490
Ariston Services Group
California
$219K
PCM
1491
Pointe Capital Management
Michigan
$219K
BW
1492
Basepoint Wealth
Iowa
$217K +$148 +3 +0.1%
MPM
1493
Meritage Portfolio Management
Kansas
$216K -$808K -16,428 -78%
FPL
1494
Fortress Private Ledger
North Carolina
$216K +$222K +4,516 New
FWTB
1495
First Western Trust Bank
Colorado
$216K +$5.31K +108 +2%
FC
1496
Fjell Capital
North Dakota
$216K +$222K +4,506 New
PFA
1497
Portland Financial Advisors
New York
$214K +$220K +4,472 New
CH
1498
Cromwell Holdings
Wyoming
$214K
TWM
1499
Trueblood Wealth Management
Ohio
$214K +$541 +11 +0.2%
AHL
1500
Abel Hall LLC
Louisiana
$213K +$219K +4,452 New

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.