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US Bancorp

1,977 hedge funds and large institutions have $64.8B invested in US Bancorp in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 779 increasing their positions, 728 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 728

3% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 138

0.85% less ownership

Funds ownership: 81.14%80.29% (-0.85%)

4% less capital invested

Capital invested by funds: $67.4B → $64.8B (-$2.58B)

4% less call options, than puts

Call options by funds: $308M | Put options by funds: $321M

2% less funds holding

Funds holding: 2,0091,977 (-32)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

Holders
1,977
Holders Change
-32
Holders Change %
-1.59%
% of All Funds
24.19%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.33%
New
142
Increased
779
Reduced
728
Closed
138
Calls
$308M
Puts
$321M
Net Calls
-$12.5M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1901
Mark Sheptoff Financial Planning
Connecticut
$9.73K +$9.62K +175 New
CA
1902
Crewe Advisors
Utah
$9.69K +$8.52K +155 +500%
GWS
1903
Greykasell Wealth Strategies
California
$9.47K +$10K +182 New
EFMH
1904
E Fund Management (HK)
Hong Kong
$9.41K +$9.4K +171 +1,710%
MFP
1905
Meramec Financial Planners
Missouri
$9.01K
YAL
1906
Your Advocates Ltd
Texas
$8.58K
PS
1907
PayPay Securities
Japan
$8.49K +$3.08K +56 +58%
AT
1908
Arlington Trust
Alabama
$8.48K +$8.96K +163 New
PB
1909
Prosperity Bancshares
Texas
$8.32K -$2.58K -47 -23%
BHWM
1910
Bay Harbor Wealth Management
Maryland
$8.32K +$2.2K +40 +33%
IWM
1911
IMG Wealth Management
Florida
$8.11K -$21.4K -390 -71%
CAM
1912
Costello Asset Management
Pennsylvania
$7.91K -$54.9K -1,000 -87%
FDW
1913
Fourth Dimension Wealth
Ohio
$7.59K
NWM
1914
Nova Wealth Management
Florida
$7.21K -$3.24K -59 -30%
AAG
1915
Armstrong Advisory Group
Massachusetts
$7.13K +$989 +18 +15%
IA
1916
IFS Advisors
Kansas
$7.02K
CA
1917
Centerpoint Advisors
Massachusetts
$7K
DF
1918
Dunhill Financial
United Kingdom
$6.82K -$989 -18 -12%
FFL
1919
Financial Freedom LLC
Ohio
$6.71K +$7.09K +129 New
VWA
1920
Valued Wealth Advisors
Utah
$6.32K +$1.15K +21 +21%
IPS
1921
Investors Portfolio Services
Washington
$5.98K +$1.76K +32 +39%
CFSG
1922
Community Financial Services Group
Vermont
$5.75K +$5.99K +109 New
CWP
1923
Clark Wealth Partners
Illinois
$5.25K
BH
1924
Burk Holdings
Oklahoma
$5.25K +$5.55K +101 New
RTL
1925
Red Tortoise LLC
Georgia
$4.99K

USB Hedge Fund Activity: Q1 2026 in Review

1,977 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q1 2026, worth a combined $64.8B — down 3.8% from $67.4B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new USB positions and 138 closed out — a net gain of 4 holders — while 779 added to existing stakes and 728 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $723M. The largest seller was Marshall Wace, cutting an estimated $320M.

  • 1,977 institutional investors held US Bancorp (USB) as of Q1 2026, down from 2,009 in Q4 2025.
  • Funds reported $64.8B of US Bancorp stock for Q1 2026, down 3.8% quarter-over-quarter.
  • 142 funds opened new US Bancorp positions in Q1 2026 and 138 closed out, a net change of +4 holders.
  • The largest US Bancorp buyer in Q1 2026 was JP Morgan Chase, an estimated $723M added.
  • The largest US Bancorp seller in Q1 2026 was Marshall Wace, an estimated $320M sold.

Based on aggregated 13F filings for Q1 2026.