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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
PPWM
1801
PFG Private Wealth Management
Florida
$6.27K
CAC
1802
Core Alternative Capital
Georgia
$6.07K
AAG
1803
Armstrong Advisory Group
Massachusetts
$5.69K
SIC
1804
Salem Investment Counselors
North Carolina
$5.61K -$2.66K -54 -32%
CB
1805
Centennial Bank
Arkansas
$5.45K
HNB
1806
Hilltop National Bank
Wyoming
$5.26K
TFM
1807
TFC Financial Management
Massachusetts
$4.93K
RTL
1808
Red Tortoise LLC
Georgia
$4.59K
FGA
1809
Fortis Group Advisors
New Jersey
$4.45K
KA
1810
Kozak & Associates
Colorado
$4.01K +$4.03K +82 New
BFP
1811
Briaud Financial Planning
Texas
$4K +$4.43K +90 New
CFS
1812
CGC Financial Services
Oregon
$3.97K
SIC
1813
SJS Investment Consulting
Ohio
$3.92K -$640 -13 -14%
CIM
1814
Contravisory Investment Management
Massachusetts
$3.87K +$3.98K +81 New
HIW
1815
Holos Integrated Wealth
Pennsylvania
$3.68K +$3.79K +77 New
TFA
1816
Toth Financial Advisory
Virginia
$3.64K
GFL
1817
Granite FO LLC
New Hampshire
$3.06K
PMIM
1818
Prudent Man Investment Management
Colorado
$3.01K +$3.1K +63 New
WCM
1819
WealthTrak Capital Management
Virginia
$2.87K +$2.95K +60 New
RS
1820
Rakuten Securities
Japan
$2.77K -$67.4K -1,371 -96%
BLC
1821
Brown, Lisle/Cummings
Rhode Island
$2.63K +$2.71K +55 New
PS
1822
PayPay Securities
Japan
$2.54K +$2.61K +53 New
RPA
1823
Redwood Park Advisors
California
$2.44K +$2.51K +51 New
PWA
1824
Principia Wealth Advisory
Texas
$2.06K +$2.12K +43 New
Lazard Asset Management
1825
Lazard Asset Management
New York
$2K +$148 +3 +5%

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.