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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
ACM
1901
Advisors Capital Management
New Jersey
-$230K -4,810 Closed
WEG
1902
World Equity Group
Illinois
-$228K -4,776 Closed
MFA
1903
Mayflower Financial Advisors
Massachusetts
-$228K -4,765 Closed
AAM
1904
Augustine Asset Management
Florida
-$227K -4,741 Closed
ACGA
1905
Atlanta Consulting Group Advisors
Georgia
-$227K -4,736 Closed
BWM
1906
Birchcreek Wealth Management
Ohio
-$223K -4,659 Closed
AWM
1907
Angeles Wealth Management
California
-$222K -4,647 Closed
SMWM
1908
Silvia McColl Wealth Management
California
-$221K -4,627 Closed
CSWG
1909
Cardinal Strategic Wealth Guidance
Kentucky
-$221K -4,617 Closed
VPP
1910
Vertex Planning Partners
Illinois
-$220K -4,595 Closed
UAML
1911
US Asset Management LLC
Pennsylvania
-$220K -4,594 Closed
ASG
1912
Ariston Services Group
California
-$219K -4,582 Closed
PCM
1913
Pointe Capital Management
Michigan
-$219K -4,573 Closed
BW
1914
Basepoint Wealth
Iowa
-$217K -4,534 Closed
MPM
1915
Meritage Portfolio Management
Kansas
-$216K -4,519 Closed
FWTB
1916
First Western Trust Bank
Colorado
-$216K -4,506 Closed
FC
1917
Fjell Capital
North Dakota
-$216K -4,506 Closed
PFA
1918
Portland Financial Advisors
New York
-$214K -4,472 Closed
TWM
1919
Trueblood Wealth Management
Ohio
-$214K -4,467 Closed
AHL
1920
Abel Hall LLC
Louisiana
-$213K -4,452 Closed
BWP
1921
Burling Wealth Partners
Illinois
-$212K -4,433 Closed
HOWA
1922
Heritage Oak Wealth Advisors
Florida
-$212K -4,424 Closed
PWW
1923
Pettyjohn Wood & White
Virginia
-$211K -4,417 Closed
ABLA
1924
Alan B. Lancz & Associates
Ohio
-$210K -4,400 Closed
SFA
1925
Souders Financial Advisors
Ohio
-$210K -4,394 Closed

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.