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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
ADL
1326
Asset Dedication LLC
California
$180K -$10K -275 -5%
CT
1327
Caldwell Trust
Florida
$179K -$103K -2,827 -34%
FWM
1328
Focused Wealth Management
New York
$163K +$401 +11 +0.2%
AA
1329
AlphaMark Advisors
Kentucky
$162K
FCA
1330
FinTrust Capital Advisors
South Carolina
$161K -$19.9K -546 -10%
DMBA
1331
Deseret Mutual Benefit Administrators
Utah
$157K -$13.6K -374 -7%
OA
1332
Operose Advisors
Wisconsin
$149K +$32.2K +884 +24%
OIA
1333
Optimum Investment Advisors
Illinois
$149K +$73 +2 +0%
ITIM
1334
Indiana Trust & Investment Management
Indiana
$146K +$161K +4,424 New
LFA
1335
LGT Financial Advisors
Texas
$146K +$161K +4,409 New
AWM
1336
Ameliora Wealth Management
Switzerland
$145K
TAM
1337
Tucker Asset Management
Colorado
$145K +$4.19K +115 +3%
CCA
1338
Column Capital Advisors
Indiana
$141K +$911 +25 +0.6%
LB
1339
Legacy Bridge
Iowa
$138K
GWS
1340
Glassman Wealth Services
Virginia
$137K +$2.91K +80 +2%
MIFH
1341
Migdal Insurance & Financial Holdings
Israel
$129K -$363K -9,958 -71%
FSCM
1342
Front Street Capital Management
Montana
$120K -$96.5K -2,650 -42%
BONH
1343
Bank of New Hampshire
New Hampshire
$118K -$1.64K -45 -1%
LC
1344
Lindbrook Capital
California
$117K +$11.9K +326 +10%
AA
1345
Alta Advisers
United Kingdom
$116K
WPWM
1346
Western Pacific Wealth Management
Illinois
$116K
RFA
1347
Resurgent Financial Advisors
Georgia
$115K +$85.5K +2,348 +209%
EWA
1348
EverSource Wealth Advisors
Alabama
$115K +$3.13K +86 +3%
ETC
1349
Exchange Traded Concepts
Oklahoma
$114K +$124K +3,413 +7,110%
HPC
1350
HM Payson & Co
Maine
$114K -$25.5K -700 -17%

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.