We are live on ! Find out more
USB icon

US Bancorp

1,741 hedge funds and large institutions have $51.1B invested in US Bancorp in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 672 increasing their positions, 619 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 92

82% more call options, than puts

Call options by funds: $315M | Put options by funds: $173M

23% more funds holding in top 10

Funds holding in top 10: 3037 (+7)

14% more capital invested

Capital invested by funds: $44.8B → $51.1B (+$6.32B)

6% more funds holding

Funds holding: 1,6481,741 (+93)

3.29% more ownership

Funds ownership: 74.92%78.21% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 619

Holders
1,741
Holders Change
+93
Holders Change %
+5.64%
% of All Funds
27.99%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.59%
New
215
Increased
672
Reduced
619
Closed
92
Calls
$315M
Puts
$173M
Net Calls
+$142M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
1376
Wealth Alliance Advisory Group
Kansas
$258K +$1.54K +36 +0.6%
KTC
1377
Kistler-Tiffany Companies
Pennsylvania
$258K +$216K +5,043 +581%
RIA
1378
RPG Investment Advisory
California
$257K -$5.39M -125,930 -96%
Wolverine Trading
1379
Wolverine Trading
Illinois
$256K -$6.15M -143,721 -96%
AWM
1380
Accel Wealth Management
Iowa
$255K -$18.1K -423 -7%
CCMI
1381
Creative Capital Management Investments
California
$253K +$248K +5,798 New
RDFA
1382
Ritter Daniher Financial Advisory
Ohio
$252K
Lazard Asset Management
1383
Lazard Asset Management
New York
$251K -$6.8K -159 -3%
CIAS
1384
Capital Investment Advisory Services
North Carolina
$251K -$7.19K -168 -3%
CFO
1385
Callan Family Office
Pennsylvania
$250K +$246K +5,743 New
RTC
1386
Riverview Trust Company
Washington
$250K -$84.5K -1,974 -26%
KWM
1387
Kolinsky Wealth Management
New Jersey
$250K -$67.2K -1,569 -22%
DLCIG
1388
D.L. Carlson Investment Group
New Hampshire
$250K
OCBCO
1389
Oversea-Chinese Banking Corp (OCBC)
Singapore
$249K +$244K +5,705 New
PFBT
1390
Parkside Financial Bank & Trust
Missouri
$249K +$134K +3,131 +122%
FWM
1391
FSA Wealth Management
Massachusetts
$248K -$12K -280 -5%
LA
1392
LexAurum Advisors
Kansas
$248K
PTC
1393
Petrus Trust Company
Texas
$247K -$214K -4,997 -47%
MWM
1394
Merriman Wealth Management
Washington
$247K -$171 -4 -0.1%
PEA
1395
Park Edge Advisors
Ohio
$246K +$242K +5,647 New
KWA
1396
Kellett Wealth Advisors
Ohio
$246K
MFA
1397
Mayflower Financial Advisors
Massachusetts
$245K -$11.6K -270 -5%
RI
1398
Ridgewood Investments
New Jersey
$245K +$6.38K +149 +3%
CIA
1399
Capital Investment Advisors
Georgia
$244K -$57.3K -1,338 -19%
BA
1400
Ballast Advisors
Minnesota
$243K -$16.7K -391 -7%

USB Hedge Fund Activity: Q4 2022 in Review

1,741 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2022, worth a combined $51.1B — up 14% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new USB positions and 92 closed out — a net gain of 123 holders — while 672 added to existing stakes and 619 trimmed.

The largest buyer was MUFG Bank, opening a new position worth an estimated $1.9B. The largest seller was Berkshire Hathaway, cutting an estimated $3.04B.

  • 1,741 institutional investors held US Bancorp (USB) as of Q4 2022, up from 1,648 in Q3 2022.
  • Funds reported $51.1B of US Bancorp stock for Q4 2022, up 14% quarter-over-quarter.
  • 215 funds opened new US Bancorp positions in Q4 2022 and 92 closed out, a net change of +123 holders.
  • The largest US Bancorp buyer in Q4 2022 was MUFG Bank, an estimated $1.9B added.
  • The largest US Bancorp seller in Q4 2022 was Berkshire Hathaway, an estimated $3.04B sold.

Based on aggregated 13F filings for Q4 2022.