We are live on ! Find out more
USB icon

US Bancorp

1,648 hedge funds and large institutions have $44.8B invested in US Bancorp in 2022 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 700 increasing their positions, 592 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $259M | Put options by funds: $209M

18% more repeat investments, than reductions

Existing positions increased: 700 | Existing positions reduced: 592

0.81% less ownership

Funds ownership: 75.73%74.92% (-0.81%)

2% less funds holding

Funds holding: 1,6841,648 (-36)

11% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 111

13% less capital invested

Capital invested by funds: $51.7B → $44.8B (-$6.86B)

14% less funds holding in top 10

Funds holding in top 10: 3530 (-5)

Holders
1,648
Holders Change
-36
Holders Change %
-2.14%
% of All Funds
28.39%
Holding in Top 10
30
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.29%
% of All Funds
0.52%
New
99
Increased
700
Reduced
592
Closed
111
Calls
$259M
Puts
$209M
Net Calls
+$50M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
801
Montag & Associates
Georgia
$1.04M +$7.08K +153 +0.6%
IWA
802
Intercontinental Wealth Advisors
Texas
$1.04M +$28.4K +614 +2%
AG
803
Ascent Group
Virginia
$1.04M -$279K -6,021 -20%
AF
804
Arrow Financial
New York
$1.03M -$6.06K -131 -0.5%
BL
805
Balentine LLC
Georgia
$1.03M -$61.3K -1,325 -5%
CAG
806
Csenge Advisory Group
Florida
$1.03M +$17.7K +382 +2%
RWM
807
RKL Wealth Management
Pennsylvania
$1.02M +$29.7K +641 +3%
MGP
808
Metis Global Partners
California
$1.02M +$101K +2,175 +9%
PA
809
Probity Advisors
Texas
$1.01M -$28.6K -619 -2%
MA
810
Mutual Advisors
Nebraska
$1.01M +$72.8K +1,573 +7%
BAM
811
Blueshift Asset Management
New Jersey
$1.01M +$1.16M +24,988 New
WFA
812
Wipfli Financial Advisors
Wisconsin
$1M +$1.14M +24,678 New
DWM
813
Dakota Wealth Management
Florida
$996K +$522K +11,282 +84%
SFG
814
SevenBridge Financial Group
Pennsylvania
$992K -$9.3K -201 -0.8%
VC
815
Vestor Capital
Illinois
$991K -$9.26K -200 -0.8%
GCA
816
Greenwood Capital Associates
South Carolina
$989K +$20.3K +439 +2%
BFA
817
Buttonwood Financial Advisors
Maryland
$985K +$4.58K +99 +0.4%
PA
818
Profund Advisors
Maryland
$976K -$37.2K -804 -3%
FL
819
Fourthstone LLC
Missouri
$976K +$1.12M +24,200 New
STC
820
Sarah T. Connolly
$974K +$38.1K +824 +4%
RC
821
RegentAtlantic Capital
New Jersey
$967K -$104K -2,247 -8%
SWA
822
Stratos Wealth Advisors
Ohio
$965K -$137K -2,966 -11%
SIM
823
Stratos Investment Management
Ohio
$965K -$117K -2,531 -10%
OPS
824
Orion Portfolio Solutions
Nebraska
$958K +$37K +800 +3%
AC
825
Abbrea Capital
California
$956K -$26.2K -567 -2%

USB Hedge Fund Activity: Q3 2022 in Review

1,648 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q3 2022, worth a combined $44.8B — down 13% from $51.7B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of USB and 99 opened new positions — a net loss of 12 holders — while 592 trimmed existing stakes and 700 added.

The largest buyer was JP Morgan Chase, adding an estimated $393M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,648 institutional investors held US Bancorp (USB) as of Q3 2022, down from 1,684 in Q2 2022.
  • Funds reported $44.8B of US Bancorp stock for Q3 2022, down 13% quarter-over-quarter.
  • 99 funds opened new US Bancorp positions in Q3 2022 and 111 closed out, a net change of -12 holders.
  • The largest US Bancorp buyer in Q3 2022 was JP Morgan Chase, an estimated $393M added.
  • The largest US Bancorp seller in Q3 2022 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q3 2022.