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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
CCT
1101
Chemung Canal Trust
New York
$350K -$54.1K -1,485 -12%
EDRIA
1102
Edmonds Duncan Registered Investment Advisors
Kansas
$350K
SW
1103
SVB Wealth
Massachusetts
$350K -$102K -2,811 -21%
ACP
1104
Aveo Capital Partners
Colorado
$350K +$59.5K +1,634 +18%
PIM
1105
Penobscot Investment Management
Massachusetts
$349K +$12.9K +353 +3%
NHT
1106
New Hampshire Trust
New Hampshire
$349K -$10.7K -294 -3%
SCA
1107
Sage Capital Advisors
South Dakota
$349K
ACM
1108
Arcataur Capital Management
Wisconsin
$349K
BWP
1109
Baldwin Wealth Partners
Massachusetts
$348K -$40.4K -1,108 -10%
CA
1110
Continuum Advisory
Idaho
$347K +$18.4K +505 +5%
FIA
1111
Foundations Investment Advisors
Arizona
$344K -$30.4K -835 -7%
LW
1112
Linscomb Wealth
Texas
$344K -$249K -6,832 -40%
AIA
1113
Affinity Investment Advisors
California
$344K
CNBT
1114
Canandaigua National Bank & Trust
New York
$343K
BCM
1115
Brookstone Capital Management
Illinois
$343K -$2.77K -76 -0.7%
MWM
1116
Meridian Wealth Management
Kentucky
$342K +$8.09K +222 +2%
BFG
1117
Berger Financial Group
Minnesota
$341K +$14.5K +398 +4%
RIL
1118
Rothschild Investment LLC
Illinois
$341K -$172K -4,725 -31%
LSAG
1119
Lake Street Advisors Group
New Hampshire
$340K +$374K +10,275 New
IAS
1120
Insigneo Advisory Services
Florida
$340K -$22.4K -615 -6%
CWA
1121
Centennial Wealth Advisory
Michigan
$339K -$24.7K -677 -6%
HI
1122
Hendershot Investments
Virginia
$339K -$36.4K -1,000 -9%
VVP
1123
Venture Visionary Partners
Ohio
$338K -$38.9K -1,069 -9%
GA
1124
Geller Advisors
New York
$337K -$108K -2,957 -23%
FWM
1125
Forza Wealth Management
Florida
$336K -$32.8K -900 -8%

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.