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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
BC
1751
Barrett & Company
Rhode Island
$14.3K
IA
1752
Icon Advisers
Colorado
$14.3K +$14.8K +300 New
SAM
1753
Synergy Asset Management
Washington
$14.1K +$15.2K +309 New
PWMG
1754
Private Wealth Management Group
New Jersey
$13.7K
TC
1755
Truvestments Capital
Florida
$13.2K +$6.39K +130 +90%
PSB
1756
Piscataqua Savings Bank
New Hampshire
$12.9K
CT
1757
Coastline Trust
Rhode Island
$12.7K
RWM
1758
Ruedi Wealth Management
Illinois
$12.6K
BCPWM
1759
Bradley & Co Private Wealth Management
Florida
$12.6K +$12.9K +263 New
BTD
1760
BankPlus Trust Department
Mississippi
$12.5K +$12.8K +261 New
PWMG
1761
Prestige Wealth Management Group
New Jersey
$12.1K
APW
1762
Acima Private Wealth
Virginia
$12.1K
BCMLT
1763
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.3K -$5.31K -108 -31%
PP
1764
PFS Partners
New Jersey
$11.3K +$98 +2 +0.9%
CTA
1765
Colonial Trust Advisors
South Carolina
$11.3K
MSG
1766
Main Street Group
Virginia
$11.2K -$3.94K -80 -25%
VWA
1767
Valued Wealth Advisors
Utah
$11.2K +$1.13K +23 +11%
HWA
1768
HHM Wealth Advisors
Tennessee
$11.1K +$1.33K +27 +13%
HCM
1769
Horrell Capital Management
Arkansas
$11K +$98 +2 +0.9%
NRG
1770
Nemes Rush Group
Michigan
$11K
HHGA
1771
Halbert Hargrove Global Advisors
California
$10.9K +$11.2K +227 New
DF
1772
Dunhill Financial
United Kingdom
$10.8K +$4.18K +85 +60%
IHWM
1773
Iron Horse Wealth Management
Iowa
$10.8K
SMAM
1774
Sugar Maple Asset Management
Wisconsin
$10.5K +$10.8K +220 New
PWA
1775
Physician Wealth Advisors
Utah
$10.4K +$10.7K +217 New

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.