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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
BDFN
1501
Bond & Devick Financial Network
Minnesota
$213K
BWP
1502
Burling Wealth Partners
Illinois
$212K +$218K +4,433 New
HOWA
1503
Heritage Oak Wealth Advisors
Florida
$212K -$140K -2,843 -39%
PWW
1504
Pettyjohn Wood & White
Virginia
$211K -$492 -10 -0.2%
RZH
1505
Relyea Zuckerberg Hanson
Connecticut
$211K +$217K +4,409 New
CHC
1506
City Holding Co
West Virginia
$211K -$64.4K -1,310 -23%
OCM
1507
One Capital Management
California
$211K
ABLA
1508
Alan B. Lancz & Associates
Ohio
$210K
SFA
1509
Souders Financial Advisors
Ohio
$210K +$216K +4,394 New
MA
1510
MJP Associates
Connecticut
$210K +$216K +4,390 New
PAMG
1511
Patton Albertson Miller Group
Tennessee
$210K +$216K +4,382 New
CA
1512
CWC Advisors
Oregon
$209K +$215K +4,367 New
CCMI
1513
Creative Capital Management Investments
California
$209K +$2.12K +43 +1%
PAA
1514
Peregrine Asset Advisers
Oregon
$208K +$214K +4,347 New
GIA
1515
Gateway Investment Advisers
Ohio
$208K -$35.7K -725 -14%
RBFC
1516
Roman Butler Fullerton & Co
Missouri
$208K -$11.5K -233 -5%
PWMAG
1517
Pinnacle Wealth Management Advisory Group
New Jersey
$207K +$213K +4,336 New
WFA
1518
West Financial Advisors
Iowa
$207K +$213K +4,329 New
BAS
1519
Brueske Advisory Services
Washington
$207K +$213K +4,324 New
MC
1520
Miramar Capital
Illinois
$206K +$212K +4,300 New
IA
1521
Integrity Alliance
Iowa
$205K +$211K +4,280 New
BFM
1522
Boston Financial Management
Massachusetts
$204K +$210K +4,273 New
GM
1523
GeoWealth Management
Illinois
$204K -$33.5K -681 -14%
BIA
1524
Beacon Investment Advisors
Maryland
$203K +$209K +4,250 New
ECM
1525
Eisler Capital Management
United Kingdom
$203K +$208K +4,232 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.