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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
PBK
1601
Peoples Bank (Kansas)
Kansas
$83.7K -$1.43K -29 -2%
HWM
1602
Hemington Wealth Management
Virginia
$83K +$5.26K +107 +7%
WT
1603
Washington Trust
Rhode Island
$82.9K -$5.26K -107 -6%
MAM
1604
Marquette Asset Management
Minnesota
$82.8K
AT
1605
Arlington Trust
Alabama
$81.7K +$84K +1,708 New
GPFA
1606
Game Plan Financial Advisors
Ohio
$81.3K
SO
1607
Sierra Ocean
California
$80.4K +$82.7K +1,681 New
CSPIA
1608
Cary Street Partners Investment Advisory
Virginia
$78.3K -$2.03M -41,279 -96%
Loomis, Sayles & Company
1609
Loomis, Sayles & Company
Massachusetts
$78K -$38.5K -782 -32%
DP
1610
Denver PWM
Colorado
$77.7K -$13.9K -282 -15%
JGIA
1611
Jackson Grant Investment Advisers
Connecticut
$76.5K
Optiver Holding
1612
Optiver Holding
Netherlands
$76.2K +$78.4K +1,594 New
SCM
1613
Silvant Capital Management
Georgia
$75.3K
TFIPS
1614
Towarzystwo Funduszy Inwestycyjnych PZU SA
$74.1K +$19.7K +400 +35%
PP
1615
PrairieView Partners
Minnesota
$71K
AWM
1616
Accredited Wealth Management
Kentucky
$69.8K +$71.1K +1,445 New
BBPWM
1617
Blue Bell Private Wealth Management
Pennsylvania
$69.7K -$1.92K -39 -3%
CTC
1618
Cetera Trust Company
Minnesota
$68.7K
HWA
1619
Heritage Wealth Advisors
Virginia
$68.3K
CWP
1620
Concord Wealth Partners
Virginia
$68K -$173K -3,519 -71%
FW
1621
Fairway Wealth
Ohio
$67K +$68.9K +1,400 New
CAL
1622
Capital Advisors Ltd
Ohio
$65K +$738 +15 +1%
FFO
1623
Fortitude Family Office
Arizona
$64.5K +$4.58K +93 +7%
QL
1624
Quarry LP
New York
$64.2K +$66K +1,342 New
OCM
1625
Osterweis Capital Management
California
$62.6K

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.