We are live on ! Find out more
USB icon

US Bancorp

1,567 hedge funds and large institutions have $40.3B invested in US Bancorp in 2023 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 631 increasing their positions, 608 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $416M | Put options by funds: $377M

2.9% more ownership

Funds ownership: 76.61%79.51% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 631 | Existing positions reduced: 608

4% more capital invested

Capital invested by funds: $38.9B → $40.3B (+$1.45B)

1% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,5881,567 (-21)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

Holders
1,567
Holders Change
-21
Holders Change %
-1.32%
% of All Funds
24.87%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.41%
New
109
Increased
631
Reduced
608
Closed
110
Calls
$416M
Puts
$377M
Net Calls
+$38.9M
Net Calls Change
+$82.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
676
Gradient Investments
Minnesota
$1.31M -$18.5K -509 -1%
MFWM
677
Motley Fool Wealth Management
Virginia
$1.31M +$280K +7,688 +24%
EFSCE
678
Enterprise Financial Services Corp (EFSC)
Missouri
$1.31M -$3.31K -91 -0.2%
SFS
679
Sowell Financial Services
Arkansas
$1.31M -$1.53M -41,944 -52%
SB
680
Simmons Bank
Arkansas
$1.3M -$644K -17,683 -31%
WIS
681
Wright Investors Service
Connecticut
$1.3M +$32.4K +888 +2%
BA
682
Bristlecone Advisors
Washington
$1.29M +$166K +4,560 +13%
SCM
683
Schnieders Capital Management
California
$1.28M +$79.2K +2,175 +6%
GI
684
GS Investments
Minnesota
$1.27M -$72K -1,975 -5%
WI
685
Wintrust Investments
Illinois
$1.26M +$283K +7,758 +25%
NW
686
NewEdge Wealth
Pennsylvania
$1.26M +$247K +6,792 +22%
VIM
687
Vinva Investment Management
Australia
$1.25M -$133K -3,662 -9%
RWA
688
River Wealth Advisors
Pennsylvania
$1.25M -$211K -5,781 -13%
JAG
689
Journey Advisory Group
Kentucky
$1.25M +$25.5K +700 +2%
WOC
690
West Oak Capital
California
$1.25M -$39.2K -1,075 -3%
LBC
691
Lawrence B. Cohen
$1.25M -$8.2K -225 -0.6%
CIM
692
CCLA Investment Management
United Kingdom
$1.24M
PA
693
Paragon Advisors
Texas
$1.24M -$1.01M -27,681 -43%
AIP
694
Ameritas Investment Partners
Nebraska
$1.24M -$1.07M -29,332 -44%
CAG
695
Csenge Advisory Group
Florida
$1.23M +$43.8K +1,201 +3%
CK
696
Cohen Klingenstein
New York
$1.23M
ACMA
697
Arbor Capital Management (Alaska)
Alaska
$1.23M -$23.2K -638 -2%
BAM
698
Belpointe Asset Management
Nevada
$1.23M +$498K +13,670 +58%
FHC
699
First Heartland Consultants
Missouri
$1.22M +$264K +7,247 +24%
AIC
700
Argus Investors Counsel
New York
$1.22M -$54.3K -1,490 -4%

USB Hedge Fund Activity: Q3 2023 in Review

1,567 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2023, worth a combined $40.3B — up 3.7% from $38.9B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of USB and 109 opened new positions — a net loss of 1 holder — while 608 trimmed existing stakes and 631 added.

The largest buyer was MUFG Bank, adding an estimated $874M. The largest seller was Wells Fargo, cutting an estimated $575M.

  • 1,567 institutional investors held US Bancorp (USB) as of Q3 2023, down from 1,588 in Q2 2023.
  • Funds reported $40.3B of US Bancorp stock for Q3 2023, up 3.7% quarter-over-quarter.
  • 109 funds opened new US Bancorp positions in Q3 2023 and 110 closed out, a net change of -1 holder.
  • The largest US Bancorp buyer in Q3 2023 was MUFG Bank, an estimated $874M added.
  • The largest US Bancorp seller in Q3 2023 was Wells Fargo, an estimated $575M sold.

Based on aggregated 13F filings for Q3 2023.