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
1SB
701
1ST Source Bank
Indiana
$1.21M -$103K -2,836 -7%
BFG
702
Bleakley Financial Group
New Jersey
$1.21M +$58.4K +1,602 +5%
SS
703
Simplicity Solutions
Minnesota
$1.21M +$58.7K +1,612 +5%
SAG
704
SageView Advisory Group
California
$1.21M +$212K +5,831 +19%
SC
705
SouthState Corp
Florida
$1.2M +$24.8K +681 +2%
AFA
706
Atlas Financial Advisors
California
$1.19M +$1.31M +35,871 New
SSC
707
Syverson Strege & Co
Iowa
$1.18M +$1.38K +38 +0.1%
MCM
708
MAI Capital Management
Ohio
$1.17M -$89.6K -2,459 -6%
GAM
709
Griffin Asset Management
New York
$1.17M -$168K -4,619 -12%
RAM
710
Redmond Asset Management
Virginia
$1.17M +$224K +6,152 +21%
AL
711
Aspiriant LLC
California
$1.17M -$520K -14,282 -29%
Citadel Advisors
712
Citadel Advisors
Florida
$1.16M -$9.46M -259,760 -88%
PL
713
Parthenon LLC
Kentucky
$1.16M -$26.3K -722 -2%
SC
714
Scotia Capital
Ontario, Canada
$1.16M +$36.1K +990 +3%
IRC
715
Investors Research Corp
Georgia
$1.15M -$13.7K -375 -1%
DAL
716
Delta Accumulation LLC
California
$1.15M +$437 +12 +0%
FG
717
Fiduciary Group
Georgia
$1.14M +$3.72K +102 +0.3%
VAS
718
Vestmark Advisory Solutions
Massachusetts
$1.14M -$1.21M -33,103 -49%
EWM
719
Evercore Wealth Management
New York
$1.14M -$177K -4,849 -12%
FFBTD
720
First Financial Bank - Trust Division
Ohio
$1.14M +$36.8K +1,009 +3%
MWM
721
Madison Wealth Management
Ohio
$1.14M -$31.2K -856 -2%
TMAM
722
Tokio Marine Asset Management
Japan
$1.14M +$112K +3,088 +10%
LWAM
723
Legacy Wealth Asset Management
Minnesota
$1.13M -$21.8K -598 -2%
EHC
724
Everett Harris & Co
California
$1.13M -$638K -17,500 -34%
EAM
725
Eukles Asset Management
Ohio
$1.12M +$24.9K +684 +2%

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.