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
TF
1701
Tompkins Financial
New York
$5K -$428 -10 -8%
HCM
1702
Horrell Capital Management
Arkansas
$5K +$43 +1 +0.9%
TCWA
1703
Ten Capital Wealth Advisors
Washington
$4.93K
AWM
1704
Abound Wealth Management
Tennessee
$4.43K +$171 +4 +4%
SC
1705
Schubert & Co
Texas
$4.41K +$2.1K +49 +94%
NF
1706
Norwood Financial
Pennsylvania
$4.36K
WAM
1707
Worth Asset Management
Texas
$4.36K
WWP
1708
WR Wealth Planners
Missouri
$4.36K
BFA
1709
BBJS Financial Advisors
Washington
$4.36K +$4.28K +100 New
ICM
1710
Islay Capital Management
Texas
$4.36K +$4.28K +100 New
GAG
1711
Goodman Advisory Group
Massachusetts
$4K
HBW
1712
Hazlett, Burt & Watson
West Virginia
$4K
SC
1713
Sierra Capital
Florida
$4K
DI
1714
Disciplined Investments
Oklahoma
$3.05K +$899 +21 +43%
SIC
1715
SJS Investment Consulting
Ohio
$3.01K +$86 +2 +3%
PCM
1716
Penserra Capital Management
California
$3K +$3.42K +80 New
TFM
1717
TFC Financial Management
Massachusetts
$2.66K
MPCL
1718
My Personal CFO LLC
Washington
$2.62K +$2.57K +60 New
WWM
1719
Wolff Wiese Magana
California
$2.27K -$37.6K -879 -94%
RF
1720
Robbins Farley
New Hampshire
$2.18K +$2.14K +50 New
IAA
1721
Independent Advisor Alliance
North Carolina
$2.1K +$71.8K +1,678 +4%
TFGT
1722
TS Financial Group (TSFG)
Illinois
$2K
LAM
1723
Lakewood Asset Management
Illinois
$2K +$1.93K +45 New
TCA
1724
Trifecta Capital Advisors
Illinois
$1.83K +$1.8K +42 New
FCA
1725
Fortis Capital Advisors
Kansas
$1.74K +$1.71K +40 New

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.