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US Bancorp

1,820 hedge funds and large institutions have $52.3B invested in US Bancorp in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 679 increasing their positions, 710 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $346M | Put options by funds: $291M

1% less first-time investments, than exits

New positions opened: 162 | Existing positions closed: 164

4% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 710

1.18% less ownership

Funds ownership: 80.79%79.6% (-1.2%)

2% less funds holding

Funds holding: 1,8501,820 (-30)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

14% less capital invested

Capital invested by funds: $60.9B → $52.3B (-$8.61B)

Holders
1,820
Holders Change
-30
Holders Change %
-1.62%
% of All Funds
24.4%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.46%
New
162
Increased
679
Reduced
710
Closed
164
Calls
$346M
Puts
$291M
Net Calls
+$55.2M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
1551
Washington Trust
Rhode Island
$96.5K +$25.5K +553 +32%
TF
1552
Tompkins Financial
New York
$95K +$104K +2,249 New
KIM
1553
Kestra Investment Management
Texas
$94.6K +$81.2K +1,761 +368%
GSWM
1554
Golden State Wealth Management
California
$93.7K -$5.95K -129 -5%
FS
1555
Financially Speaking
Colorado
$93.2K
SWM
1556
Spire Wealth Management
Virginia
$90.5K -$30.6K -664 -24%
QC
1557
Quent Capital
New York
$88.5K +$1.06K +23 +1%
PWM
1558
Proathlete Wealth Management
Florida
$87.2K +$95.3K +2,066 New
BA
1559
Bellwether Advisors
Nebraska
$83.6K
ATC
1560
Adirondack Trust Company
New York
$81.1K
HWM
1561
Hemington Wealth Management
Virginia
$79K +$6.78K +147 +8%
PCFFS
1562
Pacific Center for Financial Services
California
$78.7K
AGWCA
1563
Annis Gardner Whiting Capital Advisors
Florida
$78.1K -$57.3K -1,242 -40%
GWP
1564
Gen-Wealth Partners
Michigan
$77.6K -$9.73K -211 -10%
KFI
1565
Key Financial Inc
Pennsylvania
$77.5K
TCM
1566
Tradewinds Capital Management
Washington
$75.7K
MG
1567
MilWealth Group
Wisconsin
$75.6K
SPF
1568
South Plains Financial
Texas
$75.6K
CWM
1569
CarsonAllaria Wealth Management
Illinois
$75K +$46 +1 +0.1%
C
1570
Covestor
United Kingdom
$74K -$9.92K -215 -11%
FCAS
1571
First Command Advisory Services
Texas
$73.3K -$5.67K -123 -7%
MAM
1572
Marquette Asset Management
Minnesota
$73.1K -$46 -1 -0.1%
CM
1573
Capula Management
Cayman Islands
$72.2K +$78.8K +1,709 New
GPFA
1574
Game Plan Financial Advisors
Ohio
$71.8K
SO
1575
Sierra Ocean
California
$71K +$46 +1 +0.1%

USB Hedge Fund Activity: Q1 2025 in Review

1,820 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2025, worth a combined $52.3B — down 14% from $60.9B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of USB and 162 opened new positions — a net loss of 2 holders — while 710 trimmed existing stakes and 679 added.

The largest buyer was Viking Global Investors, adding an estimated $481M. The largest seller was Charles Schwab, cutting an estimated $1.84B.

  • 1,820 institutional investors held US Bancorp (USB) as of Q1 2025, down from 1,850 in Q4 2024.
  • Funds reported $52.3B of US Bancorp stock for Q1 2025, down 14% quarter-over-quarter.
  • 162 funds opened new US Bancorp positions in Q1 2025 and 164 closed out, a net change of -2 holders.
  • The largest US Bancorp buyer in Q1 2025 was Viking Global Investors, an estimated $481M added.
  • The largest US Bancorp seller in Q1 2025 was Charles Schwab, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2025.