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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
NWAG
1526
Net Worth Advisory Group
Utah
$202K +$208K +4,222 New
HIS
1527
Harvest Investment Services
Illinois
$202K +$208K +4,221 New
MSA
1528
Marino Stram & Associates
Massachusetts
$202K +$207K +4,215 New
G
1529
GenTrust
Florida
$201K +$205K +4,166 New
BAMG
1530
Brand Asset Management Group
Missouri
$201K +$207K +4,209 New
VCP
1531
Verus Capital Partners
Arizona
$201K +$207K +4,207 New
WC
1532
Westhampton Capital
North Carolina
$201K +$207K +4,206 New
QFA
1533
Quantum Financial Advisors
California
$201K +$206K +4,194 New
RDFA
1534
Ritter Daniher Financial Advisory
Ohio
$199K +$2.46K +50 +1%
FA
1535
Faithward Advisors
Pennsylvania
$199K +$205K +4,158 New
PCM
1536
Penserra Capital Management
California
$194K +$194K +3,951 +3,136%
A
1537
Allianz
Germany
$193K
ITIM
1538
Indiana Trust & Investment Management
Indiana
$192K +$2.46K +50 +1%
CIAM
1539
Caitong International Asset Management
Hong Kong
$188K +$193K +3,932 New
WTA
1540
Washington Trust Advisors
Massachusetts
$179K +$168K +3,417 +1,039%
FFA
1541
Founders Financial Alliance
North Carolina
$177K +$182K +3,705 New
VWM
1542
Vermillion Wealth Management
Minnesota
$175K +$180K +3,653 New
BONH
1543
Bank of New Hampshire
New Hampshire
$175K +$14.8K +300 +9%
Simplex Trading
1544
Simplex Trading
Illinois
$174K +$179K +3,646 New
WPA
1545
West Paces Advisors
Georgia
$173K -$116K -2,352 -39%
DMBA
1546
Deseret Mutual Benefit Administrators
Utah
$169K -$16.9K -343 -9%
HFS
1547
Hopwood Financial Services
Virginia
$166K +$171K +3,466 New
CT
1548
Caldwell Trust
Florida
$165K -$33.5K -680 -16%
MIM
1549
Marshall Investment Management
Colorado
$165K +$178K +3,611 New
EBA
1550
Eagle Bay Advisors
New York
$164K -$640 -13 -0.4%

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.