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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
PCWA
1826
Pacific Capital Wealth Advisors
California
$1.67K -$1.52K -31 -47%
CAWM
1827
Capital A Wealth Management
Pennsylvania
$1.67K +$1.72K +35 New
NL
1828
NVWM LLC
Pennsylvania
$1.48K
WW
1829
Winnow Wealth
Texas
$1.45K +$1.52K +31 New
GJIA
1830
Glass Jacobson Investment Advisors
Maryland
$1.44K +$1.48K +30 New
JFG
1831
JDM Financial Group
Texas
$1.34K
WWM
1832
Wolff Wiese Magana
California
$1.29K
RJA
1833
Ross\Johnson & Associates
Minnesota
$1.2K +$1.23K +25 New
KHC
1834
Koesten Hirschmann & Crabtree
Kansas
$1.1K
WIM
1835
Westside Investment Management
California
$1.1K
CTB
1836
Country Trust Bank
Illinois
$1K
SL
1837
Salomon & Ludwin
Virginia
$861 -$1.87K -38 -68%
PWM
1838
Parkworth Wealth Management
California
$861 +$885 +18 New
SAM
1839
Sherman Asset Management
California
$861 +$885 +18 New
WA
1840
WestEnd Advisors
North Carolina
$765 +$197 +4 +33%
WBC
1841
West Branch Capital
Massachusetts
$718 -$5.76K -117 -89%
NS
1842
NBC Securities
Alabama
$697 -$789K -16,034 -100%
MRP
1843
Measured Risk Portfolios
California
$622 +$640 +13 New
SC
1844
Swan Capital
Florida
$550
B
1845
Birchbrook
Maine
$479 +$492 +10 New
SC
1846
Stance Capital
Massachusetts
$478 +$492 +10 New
NMG
1847
New Millennium Group
Utah
$380 -$49 -1 -11%
YDMI
1848
Y.D. More Investments
Israel
$254 +$52.2K +1,061 +122%
AP
1849
Aspect Partners
Virginia
$239
FWM
1850
FLP Wealth Management
Arkansas
$236 +$246 +5 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.