We are live on ! Find out more
USB icon

US Bancorp

1,684 hedge funds and large institutions have $51.7B invested in US Bancorp in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 745 increasing their positions, 573 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 745 | Existing positions reduced: 573

19% more call options, than puts

Call options by funds: $180M | Put options by funds: $151M

0.13% less ownership

Funds ownership: 75.85%75.73% (-0.13%)

4% less funds holding

Funds holding: 1,7541,684 (-70)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

13% less capital invested

Capital invested by funds: $59.4B → $51.7B (-$7.74B)

36% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 124

Holders
1,684
Holders Change
-70
Holders Change %
-3.99%
% of All Funds
28.37%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.59%
New
79
Increased
745
Reduced
573
Closed
124
Calls
$180M
Puts
$151M
Net Calls
+$29.1M
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1651
Winch Advisory Services
Wisconsin
$7K
SC
1652
Stephens Consulting
Michigan
$6.72K
PPWM
1653
PFG Private Wealth Management
Florida
$6K -$238K -4,762 -97%
IA
1654
IFS Advisors
Kansas
$6K
HBW
1655
Hazlett, Burt & Watson
West Virginia
$6K +$50 +1 +0.8%
TWP
1656
TFO Wealth Partners
Ohio
$6K +$6.64K +133 New
AP
1657
Arlington Partners
Alabama
$5K
HCM
1658
Horrell Capital Management
Arkansas
$5K
NF
1659
Norwood Financial
Pennsylvania
$5K
PFA
1660
Professional Financial Advisors
Nebraska
$5K
TJHA
1661
Thomas J. Herzfeld Advisors
Florida
$5K
WAM
1662
Worth Asset Management
Texas
$5K
WWMSC
1663
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$5.84K +117 New
WWP
1664
WR Wealth Planners
Missouri
$4.6K
CT
1665
Clearstead Trust
Maine
$4K -$9.69K -194 -71%
NFSG
1666
Newbridge Financial Services Group
Florida
$4K
TCWA
1667
Ten Capital Wealth Advisors
Washington
$4K
TFGT
1668
TS Financial Group (TSFG)
Illinois
$4K +$1.7K +34 +62%
SC
1669
Schubert & Co
Texas
$4K +$2.15K +43 +96%
GAG
1670
Goodman Advisory Group
Massachusetts
$4K +$4.14K +83 New
CAC
1671
Certified Advisory Corp
Florida
$3K -$18.3K -366 -87%
TFM
1672
TFC Financial Management
Massachusetts
$3K
SFG
1673
Steward Financial Group
Texas
$3K +$3.89K +78 New
TFA
1674
Toth Financial Advisory
Virginia
$2K +$2.05K +41 New
FSWA
1675
Financial Synergies Wealth Advisors
Texas
$1.79K +$1.95K +39 New

USB Hedge Fund Activity: Q2 2022 in Review

1,684 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q2 2022, worth a combined $51.7B — down 13% from $59.4B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of USB and 79 opened new positions — a net loss of 45 holders — while 573 trimmed existing stakes and 745 added.

The largest buyer was Fidelity Investments, adding an estimated $281M. The largest seller was JP Morgan Chase, cutting an estimated $349M.

  • 1,684 institutional investors held US Bancorp (USB) as of Q2 2022, down from 1,754 in Q1 2022.
  • Funds reported $51.7B of US Bancorp stock for Q2 2022, down 13% quarter-over-quarter.
  • 79 funds opened new US Bancorp positions in Q2 2022 and 124 closed out, a net change of -45 holders.
  • The largest US Bancorp buyer in Q2 2022 was Fidelity Investments, an estimated $281M added.
  • The largest US Bancorp seller in Q2 2022 was JP Morgan Chase, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2022.