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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
VWA
1651
Valued Wealth Advisors
Utah
$9.62K +$1.53K +35 +20%
BC
1652
Broadwater Capital
Massachusetts
$9.56K
HWA
1653
HHM Wealth Advisors
Tennessee
$9.38K
CAM
1654
Creekmur Asset Management
Illinois
$9.15K
HBW
1655
Hazlett, Burt & Watson
West Virginia
$9K -$5.31K -121 -37%
AW
1656
Avion Wealth
Texas
$9K +$2.41K +55 +38%
HIA
1657
Harbor Investment Advisory
Maryland
$8.51K -$78.9K -1,800 -91%
TF
1658
Tompkins Financial
New York
$8.23K +$7.89K +180 New
RDIA
1659
RE Dickinson Investment Advisors
Iowa
$8.19K +$88 +2 +1%
SIC
1660
Salem Investment Counselors
North Carolina
$7.86K +$2.37K +54 +47%
YAL
1661
Your Advocates Ltd
Texas
$7.54K
Cohen & Steers
1662
Cohen & Steers
New York
$7K
TFGT
1663
TS Financial Group (TSFG)
Illinois
$7K
ST
1664
Smithfield Trust
Pennsylvania
$7K +$2.85K +65 +88%
BFA
1665
BBJS Financial Advisors
Washington
$6.91K
TWD
1666
True Wealth Design
Ohio
$6.86K +$6.58K +150 New
HGA
1667
Hobbs Group Advisors
South Carolina
$6.77K
TC
1668
Truvestments Capital
Florida
$6.63K +$6.36K +145 New
DF
1669
Dunhill Financial
United Kingdom
$6.43K +$132 +3 +2%
TCM
1670
Tributary Capital Management
Nebraska
$6.26K
IA
1671
IFS Advisors
Kansas
$6.17K
WBC
1672
West Branch Capital
Massachusetts
$6.04K -$39K -889 -87%
PPWM
1673
PFG Private Wealth Management
Florida
$5.99K
CAC
1674
Core Alternative Capital
Georgia
$5.81K
AAG
1675
Armstrong Advisory Group
Massachusetts
$5.44K

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.