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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
WAM
1676
WFA Asset Management
Wisconsin
$33.2K -$3.94K -80 -10%
RWM
1677
Rialto Wealth Management
New York
$33.2K +$34.1K +694 New
GTAM
1678
Global Trust Asset Management
Florida
$32.9K +$33.8K +688 New
GKIM
1679
GW&K Investment Management
Massachusetts
$32K -$98 -2 -0.3%
MMCM
1680
Murphy & Mullick Capital Management
New York
$31.6K +$32.5K +661 New
MEG
1681
Millstone Evans Group
Colorado
$31.2K +$32.1K +652 New
AEPWM
1682
Atlantic Edge Private Wealth Management
Florida
$31.1K
FFA
1683
Frazier Financial Advisors
Ohio
$30.9K
AWM
1684
Abound Wealth Management
Tennessee
$30.7K -$16.6K -337 -34%
RFG
1685
REAP Financial Group
Texas
$30.7K +$14.6K +297 +86%
PMAM
1686
Picton Mahoney Asset Management
Ontario, Canada
$30K +$30.6K +622 New
SFGP
1687
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$29.7K +$30.5K +620 New
GWSA
1688
Global Wealth Strategies & Associates
Colorado
$28.8K +$12.3K +250 +71%
CJH
1689
Christopher J. Hasenberg
Wisconsin
$28.8K
FIA
1690
FPC Investment Advisory
California
$27.6K +$28.4K +577 New
FUBT
1691
First United Bank & Trust
Maryland
$27.3K
SIS
1692
Sound Income Strategies
Florida
$27.2K -$1.38K -28 -5%
POIA
1693
Pin Oak Investment Advisors
Texas
$27K
CIA
1694
Cape Investment Advisory
Georgia
$26.9K +$5.36K +109 +24%
CAM
1695
Clarity Asset Management
Iowa
$26.9K +$295 +6 +1%
PMFA
1696
Plante Moran Financial Advisors
Michigan
$26.6K -$2.75K -56 -9%
JSAM
1697
J. Safra Asset Management
New York
$25.8K +$26.3K +534 New
WAS
1698
Winch Advisory Services
Wisconsin
$25.6K +$24.1K +490 +1,089%
GWSG
1699
GPS Wealth Strategies Group
Colorado
$25.4K -$5.66K -115 -18%
GCM
1700
Gables Capital Management
Florida
$25.4K

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.