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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
AT
1551
Avalon Trust
New Mexico
$46.9K +$18.2K +415 +68%
OW
1552
Olistico Wealth
Oklahoma
$45.7K -$5.92K -135 -12%
CAM
1553
Costello Asset Management
Pennsylvania
$45.7K
KB
1554
Kimelman & Baird
New York
$45.7K
SGC
1555
Slocum, Gordon & Co
Rhode Island
$45.7K
LIS
1556
Legacy Investment Solutions
Idaho
$45.1K +$38.7K +882 New
LWMI
1557
Legacy Wealth Management (Idaho)
Idaho
$45.1K +$38.7K +882 New
CA
1558
Crewe Advisors
Utah
$45K +$2.85K +65 +7%
AWM
1559
Abound Wealth Management
Tennessee
$44.8K +$30.1K +686 +234%
PW
1560
Paladin Wealth
Minnesota
$44.5K +$42.7K +973 New
DIP
1561
DT Investment Partners
Pennsylvania
$43.6K +$8.77K +200 +27%
OSNBOA
1562
Old Second National Bank of Aurora
Illinois
$43.4K
EAM
1563
Empirical Asset Management
Massachusetts
$43.4K +$88 +2 +0%
NBT
1564
Northwest Bank & Trust
Iowa
$42.8K +$19.2K +437 +87%
GFPC
1565
Global Financial Private Client
Florida
$42.3K +$19K +434 +89%
SWC
1566
Spectrum Wealth Counsel
Indiana
$40.5K
GEA
1567
Glen Eagle Advisors
New Jersey
$40.2K
NMM
1568
Naples Money Management
Florida
$38.4K
VCM
1569
Versant Capital Management
Arizona
$37.7K +$7.5K +171 +26%
PA
1570
Pineridge Advisors
Missouri
$35.6K
SSB
1571
Sandy Spring Bank
Maryland
$35.6K +$10.9K +249 +47%
WAM
1572
WFA Asset Management
Wisconsin
$35.4K +$395 +9 +1%
CMA
1573
Cedar Mountain Advisors
Oregon
$35.3K -$2.54K -58 -7%
1IA
1574
1620 Investment Advisors
Massachusetts
$35.2K +$1.1K +25 +3%
APC
1575
Aspire Private Capital
North Carolina
$33.9K +$1.89K +43 +6%

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.