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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
FFA
1351
Farther Finance Advisors
California
$109K -$4.52K -124 -4%
RW
1352
RVW Wealth
California
$109K +$120K +3,302 New
AIM
1353
Anchor Investment Management
South Carolina
$106K
CCMW
1354
Cypress Capital Management (Wyoming)
Wyoming
$103K
MG
1355
MilWealth Group
Wisconsin
$101K
ACA
1356
Atlas Capital Advisors
Wyoming
$98.5K
CBT
1357
CoreFirst Bank & Trust
Kansas
$98.4K -$10.9K -300 -9%
MCAI
1358
Members Capital Advisors Inc
Wisconsin
$97.7K
CWC
1359
Carolinas Wealth Consulting
North Carolina
$93.6K +$3.31K +91 +3%
WOSD
1360
WFA of San Diego
California
$91.2K
EWM
1361
Evermay Wealth Management
Virginia
$89.5K +$28.7K +788 +42%
HWA
1362
Heritage Wealth Advisors
Virginia
$89.3K -$24.5M -673,302 -100%
MME
1363
Meag Munich Ergo
Germany
$88.7K
JWA
1364
JFS Wealth Advisors
Pennsylvania
$86.2K +$43.2K +1,185 +83%
RFG
1365
RFP Financial Group
Georgia
$85K
KFP
1366
KB Financial Partners
New Jersey
$84K -$4.81K -132 -5%
C
1367
Covestor
United Kingdom
$83K -$45.2K -1,241 -33%
MIHAS
1368
Maj Invest Holding A/S
Denmark
$83K
DCBT
1369
Dakota Community Bank & Trust
North Dakota
$82.7K
GIS
1370
Grayhawk Investment Strategies
Alberta, Canada
$82.7K
UID
1371
Union Investments & Development
Israel
$82.7K
RG
1372
Retirement Group
California
$82.1K +$301K +8,250 +821%
HC
1373
Hoese & Co
Minnesota
$81.6K -$5.1K -140 -5%
WT
1374
Washington Trust
Rhode Island
$78.1K -$8.31K -228 -9%
FPFS
1375
First Personal Financial Services
North Carolina
$74.4K

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.