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
LWM
1201
Liberty Wealth Management
California
$277K +$19K +521 +7%
MA
1202
MCF Advisors
Kentucky
$274K
FMTC
1203
Farmers & Merchants Trust Company
California
$274K +$32.4K +888 +12%
MCM
1204
Mitchell Capital Management
Kansas
$273K
ML
1205
McAdam LLC
Pennsylvania
$273K +$328 +9 +0.1%
JWM
1206
Janiczek Wealth Management
Colorado
$272K +$3.21K +88 +1%
WPC
1207
Wedmont Private Capital
Pennsylvania
$271K +$309K +8,474 New
BMCM
1208
Black Maple Capital Management
Wisconsin
$271K -$2.95M -81,082 -91%
C
1209
CEDRUS
Colorado
$271K +$298K +8,189 New
LC
1210
Lincoln Capital
Nebraska
$270K
CAAS
1211
Capital Asset Advisory Services
Michigan
$270K -$20.7K -567 -6%
PCMC
1212
Paragon Capital Management (Colorado)
Colorado
$269K -$8.96K -246 -3%
T
1213
TOBAM
France
$269K
EIG
1214
Ellenbecker Investment Group
Wisconsin
$269K +$12.9K +355 +5%
BWA
1215
Burt Wealth Advisors
Maryland
$267K
SIA
1216
Soltis Investment Advisors
Utah
$267K +$294K +8,061 New
SWM
1217
Spire Wealth Management
Virginia
$266K +$6.23K +171 +2%
BWP
1218
BSW Wealth Partners
Colorado
$265K +$52.6K +1,444 +22%
BOS
1219
Bank of Stockton
California
$265K +$304K +8,354 New
OWA
1220
Octavia Wealth Advisors
Ohio
$265K +$288K +7,905 New
AWE
1221
Avidian Wealth Enterprises
Texas
$265K +$5.61K +154 +2%
KCPG
1222
Kavar Capital Partners Group
Kansas
$265K -$14.6K -400 -5%
FFWM
1223
Future Financial Wealth Management
Ohio
$263K +$4.23K +116 +1%
CBTWT
1224
Community Bank & Trust (Waco, Texas)
Texas
$262K -$6.56K -180 -3%
LFAS
1225
Level Four Advisory Services
Texas
$262K -$105K -2,881 -27%

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.