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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
NWWA
1476
New Wave Wealth Advisors
Arkansas
$207K -$54.7K -1,186 -19%
Empower Advisory Group
1477
Empower Advisory Group
Colorado
$207K -$9.97K -216 -4%
NEWAS
1478
N.E.W. Advisory Services
Wisconsin
$207K +$226K +4,894 New
EW
1479
Evoke Wealth
California
$207K -$12.1K -263 -5%
SP
1480
SIH Partners
Delaware
$206K +$225K +4,887 New
WPW
1481
Waldron Private Wealth
Pennsylvania
$206K -$414K -8,972 -65%
RPC
1482
Rossmore Private Capital
Connecticut
$206K +$185 +4 +0.1%
BWP
1483
Baldwin Wealth Partners
Massachusetts
$205K -$261K -5,665 -54%
DAS
1484
Diversify Advisory Services
Utah
$205K -$552K -11,971 -70%
SW
1485
Simplicity Wealth
New Jersey
$205K +$224K +4,863 New
MIP
1486
Marietta Investment Partners
Wisconsin
$205K
KA
1487
Kure Advisory
Minnesota
$205K +$224K +4,859 New
SCA
1488
Sippican Capital Advisors
Massachusetts
$205K
HCP
1489
Hexagon Capital Partners
Arkansas
$203K +$1.34K +29 +0.6%
UCI
1490
Uncommon Cents Investing
Wisconsin
$203K
NA
1491
Nautilus Advisors
California
$203K
EFMC
1492
Empire Financial Management Company
New York
$203K +$4.61K +100 +2%
RZH
1493
Relyea Zuckerberg Hanson
Connecticut
$203K +$18.1K +392 +9%
GWM
1494
GSB Wealth Management
Connecticut
$203K +$8.35K +181 +4%
NFA
1495
Northern Financial Advisors
Michigan
$202K -$15K -326 -6%
BFG
1496
Beacon Financial Group
Texas
$202K -$60.1K -1,302 -21%
CGL
1497
Clarius Group LLC
Washington
$201K -$3.65K -79 -2%
OWA
1498
Octavia Wealth Advisors
Ohio
$200K -$830 -18 -0.4%
LI
1499
LRI Investments
Florida
$200K -$126K -2,731 -37%
EPIM
1500
Evelyn Partners Investment Management
$199K

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.