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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
UOTTAIMCU
1776
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$91.7K -2,311 Closed
CB
1777
Chris Bulman
California
-$73.4K -1,848 Closed
BIC
1778
Beach Investment Counsel
Pennsylvania
-$67K -1,700 Closed
KFS
1779
Kelly Financial Services
Massachusetts
-$57.8K -1,455 Closed
OWA
1780
Opal Wealth Advisors
New York
-$54.9K -1,383 Closed
FFA
1781
First Foundation Advisors
California
-$51.5K -1,298 Closed
EDRH
1782
Edmond de Rothschild Holding
Switzerland
-$50K -1,259 Closed
1832 Asset Management
1783
1832 Asset Management
Ontario, Canada
-$44.2K -1,114 Closed
CP
1784
Camelot Portfolios
Ohio
-$43.7K -1,100 Closed
GLR
1785
Great Lakes Retirement
Ohio
-$37.5K -932 Closed
RWMG
1786
Redwood Wealth Management Group
New Jersey
-$24.7K -621 Closed
VAG
1787
VisionPoint Advisory Group
Texas
-$24.1K -608 Closed
ANBT
1788
American National Bank & Trust
Texas
-$18.3K -461 Closed
UWS
1789
Unique Wealth Strategies
Illinois
-$16.2K -363 Closed
WIA
1790
Wetzel Investment Advisors
Indiana
-$10.7K -239 Closed
CC
1791
Cypress Capital
Tennessee
-$7.94K -200 Closed
TWP
1792
Triad Wealth Partners
Kansas
-$7.66K -193 Closed
FMTCOCP
1793
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$7K -184 Closed
GPI
1794
General Partner Inc
Pennsylvania
-$6.27K -158 Closed
PCMC
1795
Planning Capital Management Corporation
Pennsylvania
-$5.52K -139 Closed
SP
1796
SWS Partners
Ohio
-$5.4K -136 Closed
RWA
1797
Redmont Wealth Advisors
Illinois
-$3.45K -87 Closed
CP
1798
Castleview Partners
Texas
-$2.46K -62 Closed
TSWM
1799
Tyler-Stone Wealth Management
Ohio
-$1.91K -48 Closed
SFCL
1800
Strengthening Families & Communities LLC
Massachusetts
-$1K -17 Closed

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.