We are live on ! Find out more
USB icon

US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SGC
1551
Slocum, Gordon & Co
Rhode Island
$44.7K
CAC
1552
Cowen and Company
New York
$44.7K +$42.2K +1,000 New
OSNBOA
1553
Old Second National Bank of Aurora
Illinois
$42.4K
KFS
1554
Kelly Financial Services
Massachusetts
$42K +$338 +8 +0.9%
SWC
1555
Spectrum Wealth Counsel
Indiana
$39.6K
CA
1556
Crewe Advisors
Utah
$39.5K +$37.3K +883 New
VCM
1557
Versant Capital Management
Arizona
$38.6K
CMA
1558
Cedar Mountain Advisors
Oregon
$37.1K -$2.95K -70 -8%
MCM
1559
MV Capital Management
Maryland
$36.3K -$127 -3 -0.4%
GWSG
1560
GPS Wealth Strategies Group
Colorado
$36.3K +$42 +1 +0.1%
PA
1561
Pineridge Advisors
Missouri
$34.8K -$6.71K -159 -17%
WAM
1562
WFA Asset Management
Wisconsin
$33.8K -$4.47K -106 -12%
NMM
1563
Naples Money Management
Florida
$31.3K
APC
1564
Aspire Private Capital
North Carolina
$31K +$422 +10 +1%
EBA
1565
Eagle Bay Advisors
New York
$31K +$14K +331 +93%
DIP
1566
DT Investment Partners
Pennsylvania
$30.9K
LI
1567
LRI Investments
Florida
$30.6K +$28.9K +685 New
FSWA
1568
Financial Synergies Wealth Advisors
Texas
$30K +$28.3K +671 New
VWM
1569
Venturi Wealth Management
Texas
$29.9K -$380 -9 -1%
WB
1570
Webster Bank
Connecticut
$28.9K
CTA
1571
Colonial Trust Advisors
South Carolina
$28.4K +$15.3K +362 +132%
FA
1572
Financial Avengers
California
$28.1K -$5.06K -120 -16%
AT
1573
Avalon Trust
New Mexico
$27.3K
SIS
1574
Sound Income Strategies
Florida
$27.3K +$633 +15 +3%
VAG
1575
VisionPoint Advisory Group
Texas
$27.2K

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.