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Usio Inc
USIO

31 hedge funds and large institutions have $10.7M invested in Usio Inc in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

11% more funds holding

Funds holding: 28 → 31 (+3)

2% less capital invested

Capital invested by funds: $11M → $10.7M (-$267K)

2.66% less ownership

Funds ownership: 29.65% → 26.99% (-2.7%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
9
Closed
4
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$138K
2
Citadel Advisors
Citadel Advisors
Florida
+$108K
3
Goldman Sachs
Goldman Sachs
New York
+$62.8K
4
PCM
Perkins Capital Management
Minnesota
+$19.1K
5
XT
XTX Topco
Cayman Islands
+$18.5K

Top Sellers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
-$1.04M
2
KC
Kepos Capital
New York
-$494K
3
WT
Whittier Trust
California
-$34.6K
4
Morgan Stanley
Morgan Stanley
New York
-$19.7K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1
Whittier Trust
California
$4.1M -$34.6K -24,410 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.48M -$5.13K -3,623 -0.4%
PCM
3
Perkins Capital Management
Minnesota
$1.45M +$19.1K +13,500 +1%
AIC
4
AWM Investment Company
New York
$771K -$1.04M -735,039 -58%
Renaissance Technologies
5
Renaissance Technologies
New York
$700K +$138K +97,442 +26%
PCM
6
Perritt Capital Management
Illinois
$698K +$14.2K +10,000 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$266K – – –
BlackRock
8
BlackRock
New York
$156K +$484 +342 +0.3%
IWA
9
Integrity Wealth Advisors
California
$139K +$135K +94,952 New
Citadel Advisors
10
Citadel Advisors
Florida
$138K +$108K +76,542 +418%
BCM
11
Bridgeway Capital Management
Texas
$135K -$5.81K -4,100 -4%
AF
12
Allworth Financial
California
$106K – – –
Morgan Stanley
13
Morgan Stanley
New York
$100K -$19.7K -13,900 -17%
State Street
14
State Street
Massachusetts
$85.2K – – –
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$67.8K – – –
Goldman Sachs
16
Goldman Sachs
New York
$64.8K +$62.8K +44,358 New
Creative Planning
17
Creative Planning
Kansas
$56.2K -$5.99K -4,226 -10%
MFS
18
Madrona Financial Services
Washington
$49.8K – – –
Northern Trust
19
Northern Trust
Illinois
$48.8K – – –
IAMOG
20
Investors Asset Management of Georgia
Georgia
$29.2K – – –
Charles Schwab
21
Charles Schwab
California
$26K – – –
XT
22
XTX Topco
Cayman Islands
$19.1K +$18.5K +13,064 New
VF
23
Virtu Financial
New York
$16K +$15.3K +10,790 New
UBS Group
24
UBS Group
Switzerland
$15.3K -$5.34K -3,768 -26%
Osaic Holdings
25
Osaic Holdings
Arizona
$8.84K +$8.5K +6,000 +10,526%
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USIO Hedge Fund Activity: Q4 2024 in Review

31 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Usio Inc (USIO) for Q4 2024, worth a combined $10.7M — down 2.4% from $11M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USIO positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $138K. The largest seller was AWM Investment Company, cutting an estimated $1.04M.

  • 31 institutional investors held Usio Inc (USIO) as of Q4 2024, up from 28 in Q3 2024.
  • Funds reported $10.7M of Usio Inc stock for Q4 2024, down 2.4% quarter-over-quarter.
  • 7 funds opened new Usio Inc positions in Q4 2024 and 4 closed out, a net change of +3 holders.
  • The largest Usio Inc buyer in Q4 2024 was Renaissance Technologies, an estimated $138K added.
  • The largest Usio Inc seller in Q4 2024 was AWM Investment Company, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2024.