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
APW
951
Axim Planning & Wealth
Ohio
$518K +$5.79K +159 +1%
SPC
952
Sigma Planning Corp
Michigan
$516K -$19.3K -531 -3%
LJAC
953
L.J. Altfest & Co
New York
$514K
VA
954
Vident Advisory
Georgia
$513K +$565K +15,518 New
MC
955
Matisse Capital
Oregon
$512K +$40.4K +1,110 +8%
PAG
956
Powers Advisory Group
Illinois
$511K +$10.8K +296 +2%
DTC
957
Davidson Trust Company
Washington
$508K
PWS
958
Precision Wealth Strategies
Missouri
$507K -$740K -20,322 -57%
WEG
959
World Equity Group
Illinois
$506K +$16.8K +462 +3%
TC
960
Telemus Capital
Michigan
$504K -$137K -3,773 -20%
HT
961
HAP Trading
New York
$501K +$552K +15,147 New
IB
962
Intrust Bank
Kansas
$497K +$110K +3,023 +25%
WPA
963
West Paces Advisors
Georgia
$497K +$257K +7,044 +88%
AWM
964
Axxcess Wealth Management
California
$497K +$40.4K +1,109 +8%
OPWM
965
Oxinas Partners Wealth Management
Indiana
$496K -$154K -4,232 -22%
OFS
966
Oldfather Financial Services
Nebraska
$496K
HAI
967
Hennessy Advisors Inc
California
$496K +$546K +15,000 New
PCM
968
Perkins Capital Management
Minnesota
$495K +$10.9K +300 +2%
SBIA
969
Sheaff Brock Investment Advisors
Indiana
$494K
AIA
970
Alera Investment Advisors
Illinois
$494K -$7.32K -201 -1%
CTWM
971
Cherry Tree Wealth Management
Minnesota
$492K
GC
972
Gilbert & Cook
Iowa
$492K +$43.8K +1,202 +9%
FM
973
Foster & Motley
Ohio
$486K -$22.5K -618 -4%
ECM
974
Evergreen Capital Management
Washington
$486K +$198K +5,447 +60%
WPW
975
Waldron Private Wealth
Pennsylvania
$485K +$21.4K +588 +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.