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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
PA
1626
Pineridge Advisors
Missouri
$61.5K +$24.9K +507 +65%
BHWM
1627
Beaird Harris Wealth Management
Texas
$60.7K
UIA
1628
Ulland Investment Advisors
Minnesota
$59K
FC
1629
Fairscale Capital
New Hampshire
$58.5K
VCM
1630
Versant Capital Management
Arizona
$58.2K +$19.3K +392 +48%
API
1631
Asset Planning Inc
California
$57.7K +$59.4K +1,207 New
BAM
1632
Bellevue Asset Management
Washington
$57K +$295 +6 +0.5%
KSB
1633
Kennebec Savings Bank
Maine
$56.1K -$15.8K -322 -22%
MHR
1634
Matthew Hamilton Rosenberg
$55.6K -$394 -8 -0.7%
CB
1635
CNB Bank
Pennsylvania
$55.3K -$49 -1 -0.1%
PGAM
1636
Princeton Global Asset Management
New Jersey
$55K
AA
1637
Addison Advisors
Vermont
$54.9K
AT
1638
Avalon Trust
New Mexico
$54.4K +$5.56K +113 +11%
HI
1639
Human Investing
Oregon
$54.1K -$307K -6,241 -85%
WB
1640
Webster Bank
Connecticut
$53.2K
BCM
1641
Blume Capital Management
California
$52.7K
CWM
1642
Compass Wealth Management
Connecticut
$52.6K
BIA
1643
Bell Investment Advisors
California
$52.5K -$3.25K -66 -6%
RI
1644
Ridgewood Investments
New Jersey
$51.7K
TIM
1645
Tortoise Investment Management
New York
$51K
EAM
1646
Empirical Asset Management
Massachusetts
$50.7K +$475K +9,658 +64%
WWP
1647
WR Wealth Planners
Missouri
$50.5K +$22.2K +451 +75%
MFG
1648
Mendota Financial Group
Wisconsin
$50.4K -$98 -2 -0.2%
HDIM
1649
Hanson & Doremus Investment Management
Vermont
$50K
NBT
1650
Northwest Bank & Trust
Iowa
$49.9K

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.