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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
BGAI
1551
Bruce G. Allen Investments
Colorado
$163K -$17.5K -355 -9%
EFP
1552
EnRich Financial Partners
Wisconsin
$159K
AIM
1553
Anchor Investment Management
South Carolina
$153K
IWA
1554
Icon Wealth Advisors
Texas
$150K -$452K -9,179 -75%
NCM
1555
Northwest Capital Management
Oregon
$149K
CCMW
1556
Cypress Capital Management (Wyoming)
Wyoming
$148K
AGWCA
1557
Annis Gardner Whiting Capital Advisors
Florida
$148K -$9.25K -188 -6%
OIA
1558
Optimum Investment Advisors
Illinois
$147K
HNW
1559
High Note Wealth
Minnesota
$146K +$150K +3,056 New
CT
1560
Colonial Trust
South Carolina
$145K +$49.8K +1,012 +50%
CCA
1561
Criterion Capital Advisors
Tennessee
$144K
WA
1562
WPG Advisers
Maryland
$142K +$146K +2,970 New
FA
1563
Fedenia Advisers
Wisconsin
$141K +$145K +2,956 New
CBT
1564
Crews Bank & Trust
Florida
$139K +$143K +2,909 New
LWCFA
1565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K -$7.72K -157 -5%
PAI
1566
Pittenger & Anderson Inc
Nebraska
$135K
CWM
1567
Crowley Wealth Management
Delaware
$135K +$139K +2,824 New
SWM
1568
Spire Wealth Management
Virginia
$134K -$54.8K -1,113 -28%
CAL
1569
Capital Analysts LLC
Pennsylvania
$132K +$41.5K +844 +44%
S
1570
Sachetta
Massachusetts
$132K -$4.38K -89 -3%
VWA
1571
VSM Wealth Advisory
Maryland
$125K +$129K +2,617 New
IUHSA
1572
Itau Unibanco Holding S.A.
Brazil
$121K +$123K +2,500 New
MIHAS
1573
Maj Invest Holding A/S
Denmark
$120K
DCBT
1574
Dakota Community Bank & Trust
North Dakota
$120K
CWC
1575
Carolinas Wealth Consulting
North Carolina
$119K +$3K +61 +3%

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.