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US Bancorp

1,820 hedge funds and large institutions have $52.3B invested in US Bancorp in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 679 increasing their positions, 710 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $346M | Put options by funds: $291M

1% less first-time investments, than exits

New positions opened: 162 | Existing positions closed: 164

4% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 710

1.18% less ownership

Funds ownership: 80.79%79.6% (-1.2%)

2% less funds holding

Funds holding: 1,8501,820 (-30)

3% less funds holding in top 10

Funds holding in top 10: 3534 (-1)

14% less capital invested

Capital invested by funds: $60.9B → $52.3B (-$8.61B)

Holders
1,820
Holders Change
-30
Holders Change %
-1.62%
% of All Funds
24.4%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.46%
New
162
Increased
679
Reduced
710
Closed
164
Calls
$346M
Puts
$291M
Net Calls
+$55.2M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1776
Contravisory Investment Management
Massachusetts
$3.42K
HIW
1777
Holos Integrated Wealth
Pennsylvania
$3.25K
GP
1778
Greenline Partners
New York
$3.25K +$3.55K +77 New
TFA
1779
Toth Financial Advisory
Virginia
$3.21K
WCM
1780
WealthTrak Capital Management
Virginia
$3.17K +$692 +15 +25%
KA
1781
Kozak & Associates
Colorado
$3.16K +$46 +1 +1%
PMIM
1782
Prudent Man Investment Management
Colorado
$3.01K
ST
1783
Smithfield Trust
Pennsylvania
$3K -$3K -65 -47%
BFP
1784
Briaud Financial Planning
Texas
$3K
NL
1785
NVWM LLC
Pennsylvania
$2.79K +$1.61K +35 +113%
Q1WB
1786
Quest 10 Wealth Builders
Virginia
$2.7K -$4.43K -96 -60%
GFL
1787
Granite FO LLC
New Hampshire
$2.7K
HFS
1788
Hughes Financial Services
Virginia
$2.67K +$2.95K +64 New
NWM
1789
Nova Wealth Management
Florida
$2.49K +$2.72K +59 New
BWM
1790
Bernard Wealth Management
Michigan
$2.45K +$2.68K +58 New
FMP
1791
Financial Management Professionals
Texas
$2.32K +$2.54K +55 New
CAC
1792
Core Alternative Capital
Georgia
$2.19K -$3.46K -75 -59%
RPA
1793
Redwood Park Advisors
California
$2.15K
WA
1794
WestEnd Advisors
North Carolina
$1.94K +$1.38K +30 +188%
CAWM
1795
Capital A Wealth Management
Pennsylvania
$1.81K +$369 +8 +23%
GJIA
1796
Glass Jacobson Investment Advisors
Maryland
$1.44K
RJA
1797
Ross\Johnson & Associates
Minnesota
$1.39K +$369 +8 +32%
BFS
1798
Bare Financial Services
Pennsylvania
$1.39K +$1.52K +33 New
SFA
1799
Semmax Financial Advisors
North Carolina
$1.09K +$1.2K +26 New
OCM
1800
Osterweis Capital Management
California
$1.06K -$59.2K -1,284 -98%

USB Hedge Fund Activity: Q1 2025 in Review

1,820 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2025, worth a combined $52.3B — down 14% from $60.9B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of USB and 162 opened new positions — a net loss of 2 holders — while 710 trimmed existing stakes and 679 added.

The largest buyer was Viking Global Investors, adding an estimated $481M. The largest seller was Charles Schwab, cutting an estimated $1.84B.

  • 1,820 institutional investors held US Bancorp (USB) as of Q1 2025, down from 1,850 in Q4 2024.
  • Funds reported $52.3B of US Bancorp stock for Q1 2025, down 14% quarter-over-quarter.
  • 162 funds opened new US Bancorp positions in Q1 2025 and 164 closed out, a net change of -2 holders.
  • The largest US Bancorp buyer in Q1 2025 was Viking Global Investors, an estimated $481M added.
  • The largest US Bancorp seller in Q1 2025 was Charles Schwab, an estimated $1.84B sold.

Based on aggregated 13F filings for Q1 2025.