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US Bancorp

1,712 hedge funds and large institutions have $55.8B invested in US Bancorp in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 628 increasing their positions, 684 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 88

15% more capital invested

Capital invested by funds: $48.4B → $55.8B (+$7.47B)

3% more funds holding

Funds holding: 1,6701,712 (+42)

1% more call options, than puts

Call options by funds: $457M | Put options by funds: $451M

0.16% more ownership

Funds ownership: 78.04%78.2% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

8% less repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 684

Holders
1,712
Holders Change
+42
Holders Change %
+2.51%
% of All Funds
24.58%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
150
Increased
628
Reduced
684
Closed
88
Calls
$457M
Puts
$451M
Net Calls
+$5.71M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1526
Beaird Harris Wealth Management
Texas
$58.1K -$44 -1 -0.1%
FFO
1527
Fortitude Family Office
Arizona
$57.4K +$37.1K +846 +207%
UIA
1528
Ulland Investment Advisors
Minnesota
$57K
MIFH
1529
Migdal Insurance & Financial Holdings
Israel
$57K +$47.4K +1,080 +639%
FC
1530
Fairscale Capital
New Hampshire
$56.5K
SSG
1531
Summit Securities Group
New York
$55K -$281K -6,400 -84%
MSFP
1532
Mark Sheptoff Financial Planning
Connecticut
$54.9K
BAM
1533
Bellevue Asset Management
Washington
$54.2K +$263 +6 +0.5%
MHR
1534
Matthew Hamilton Rosenberg
$53.5K +$6.84K +156 +15%
BIA
1535
Bell Investment Advisors
California
$53.2K +$1.53K +35 +3%
CB
1536
CNB Bank
Pennsylvania
$53K
PGAM
1537
Princeton Global Asset Management
New Jersey
$52.6K
TFIPS
1538
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.6K
AA
1539
Addison Advisors
Vermont
$52.5K +$1.75K +40 +4%
WB
1540
Webster Bank
Connecticut
$50.9K +$20.4K +466 +72%
BCM
1541
Blume Capital Management
California
$50.4K
CWM
1542
Compass Wealth Management
Connecticut
$50.3K
MCM
1543
MV Capital Management
Maryland
$50.2K +$12.5K +286 +35%
RI
1544
Ridgewood Investments
New Jersey
$49.4K -$44 -1 -0.1%
TIM
1545
Tortoise Investment Management
New York
$48.7K -$3.29K -75 -7%
EWM
1546
Evermay Wealth Management
Virginia
$48.5K -$30K -683 -39%
MFG
1547
Mendota Financial Group
Wisconsin
$48.3K -$15.9K -363 -26%
HDIM
1548
Hanson & Doremus Investment Management
Vermont
$48K
GSEP
1549
Golden State Equity Partners
California
$47.6K +$45.7K +1,042 New
DI
1550
DAGCO Inc
Ohio
$47.5K

USB Hedge Fund Activity: Q3 2024 in Review

1,712 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2024, worth a combined $55.8B — up 15% from $48.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new USB positions and 88 closed out — a net gain of 62 holders — while 628 added to existing stakes and 684 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $691M. The largest seller was MUFG Bank, cutting an estimated $945M.

  • 1,712 institutional investors held US Bancorp (USB) as of Q3 2024, up from 1,670 in Q2 2024.
  • Funds reported $55.8B of US Bancorp stock for Q3 2024, up 15% quarter-over-quarter.
  • 150 funds opened new US Bancorp positions in Q3 2024 and 88 closed out, a net change of +62 holders.
  • The largest US Bancorp buyer in Q3 2024 was Fidelity Investments, an estimated $691M added.
  • The largest US Bancorp seller in Q3 2024 was MUFG Bank, an estimated $945M sold.

Based on aggregated 13F filings for Q3 2024.