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US Bancorp

1,701 hedge funds and large institutions have $54.6B invested in US Bancorp in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 648 increasing their positions, 690 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 111

3% more capital invested

Capital invested by funds: $53.3B → $54.6B (+$1.35B)

0% less funds holding

Funds holding: 1,7061,701 (-5)

0.46% less ownership

Funds ownership: 78.99%78.53% (-0.46%)

6% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 690

10% less funds holding in top 10

Funds holding in top 10: 4036 (-4)

23% less call options, than puts

Call options by funds: $435M | Put options by funds: $568M

Holders
1,701
Holders Change
-5
Holders Change %
-0.29%
% of All Funds
24.5%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
0.52%
New
130
Increased
648
Reduced
690
Closed
111
Calls
$435M
Puts
$568M
Net Calls
-$132M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
1676
Fortitude Family Office
Arizona
$3.62K +$3.42K +81 New
TFA
1677
Toth Financial Advisory
Virginia
$3.4K
HGERS
1678
Householder Group Estate & Retirement Specialist
Arizona
$3.31K
RF
1679
Robinswood Financial
Washington
$3.3K
WIM
1680
Westside Investment Management
California
$3.22K -$8.48K -201 -74%
ST
1681
Smithfield Trust
Pennsylvania
$3K +$3.12K +74 New
GFL
1682
Granite FO LLC
New Hampshire
$2.95K +$2.7K +64 New
VWA
1683
Valued Wealth Advisors
Utah
$2.79K +$1.65K +39 +170%
TSWM
1684
Tyler-Stone Wealth Management
Ohio
$2.15K -$14.8K -350 -88%
ECM
1685
Everence Capital Management
Indiana
$2.02K
TF
1686
Tompkins Financial
New York
$1.83K +$1.73K +41 New
PCWA
1687
Pacific Capital Wealth Advisors
California
$1.56K
WWM
1688
Wolff Wiese Magana
California
$1.21K
CAM
1689
ClariVest Asset Management
California
$1.1K
KHC
1690
Koesten Hirschmann & Crabtree
Kansas
$1.03K
CP
1691
Castleview Partners
Texas
$1.03K
NL
1692
NVWM LLC
Pennsylvania
$994 -$1.98K -47 -68%
CTB
1693
Country Trust Bank
Illinois
$939 -$5.74K -136 -87%
AAP
1694
Arax Advisory Partners
Colorado
$805
TCCM
1695
Timber Creek Capital Management
Massachusetts
$670 -$633 -15 -50%
HWP
1696
Highline Wealth Partners
California
$536
A
1697
AlphaQuest
New York
$313 +$295 +7 New
WA
1698
WestEnd Advisors
North Carolina
$268 +$253 +6 New
AP
1699
Aspect Partners
Virginia
$224
FGAM
1700
Financial Gravity Asset Management
Texas
$24

USB Hedge Fund Activity: Q1 2024 in Review

1,701 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2024, worth a combined $54.6B — up 2.5% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new USB positions and 111 closed out — a net gain of 19 holders — while 648 added to existing stakes and 690 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $551M. The largest seller was Morgan Stanley, cutting an estimated $536M.

  • 1,701 institutional investors held US Bancorp (USB) as of Q1 2024, down from 1,706 in Q4 2023.
  • Funds reported $54.6B of US Bancorp stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 130 funds opened new US Bancorp positions in Q1 2024 and 111 closed out, a net change of +19 holders.
  • The largest US Bancorp buyer in Q1 2024 was Viking Global Investors, an estimated $551M added.
  • The largest US Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2024.