Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNITED STS OIL FD LP (USO)

165 + Investors. Track Smart Money conviction in USO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — USO

Based on 145 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added USO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
145 funds currently hold this stock — 81% of the 3.0-year high of 179 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold USO compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

63 buying80 selling
Last quarter: 80 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new USO position: 27 → 35 → 18 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
86 out of 145 hedge funds have held USO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

32 → 27 → 35 → 18 → 32 new funds/Q
New funds entering each quarter: 27 → 35 → 18 → 32. USO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Of 165 current holders: 109 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
13 of 145 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: USO

How many hedge funds hold USO — quarterly history vs. share price
Quarterly hedge fund ownership of USO vs. share price

Market Analysis: USO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: USO
2026 Q1 Stats Unlock in 10 days 165 + Investors

Track Smart Money conviction in USO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 165 166 -0.6%
13F Shares 24M 32M -25.51%
Total Value $1.64B $2.35B -30.14%
New Positions 33 18 +15
Increased Positions 49 55 -6
Closed Positions 32 44 -12
Reduced Positions 85 97 -12
Total Calls 16 17 -5.88%
Total Puts 13 13 -
PUT/CALL Ratio 0.81 0.76 Neutral

Statistics: USO

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

165 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USO. Verified SEC 13F-HR filings.

Top 25 institutional holders of USO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roan Capital Partners 6.01% 51,137 $6.5M
2 Bulltick Wealth Management, LLC 1.14% 40,600 $5.2M
3 T3 Companies, LLC 0.80% 518,200 $615K
4 Laidlaw Wealth Management LLC 0.70% 1,585 $202K
5 Portman Square Capital LLP 0.69% 141,300 $18.0M
6 GREENBERG FINANCIAL GROUP 0.66% 125 $1.6M
7 Portman Square Capital LLP 0.56% 113,600 $14.5M
8 MIRAE ASSET SECURITIES (USA) INC. 0.47% 100,081 $12.7M
9 MIRAE ASSET SECURITIES (USA) INC. 0.47% 100,000 $12.7M
10 Global View Capital Management LLC 0.46% 13,483 $1.7M
11 E Fund Management Co., Ltd. 0.44% 116,459 $14.8M
12 Indie Asset Partners, LLC 0.42% 2,897 $369K
13 CLEAR INVESTMENT RESEARCH, LLC 0.40% 1,992 $253K
14 T3 Companies, LLC 0.36% 24,800 $273K
15 Sovereign Financial Group, Inc. 0.30% 13,741 $1.7M
16 WealthCare Investment Partners, LLC 0.21% 6,634 $752K
17 SILVER OAK SECURITIES, INCORPORATED 0.15% 16,115 $2.1M
18 Calamos Advisors LLC 0.14% 580,000 $40.1M
19 Wilkerson Advisory Group LLC 0.12% 2,720 $346K
20 AlphaQuest LLC 0.12% 29,724 $2.1M
21 Ignite Planners, LLC 0.11% 5,852 $745K
22 Ascentis Independent Advisors 0.10% 10,898 $1.4M
23 ROMAN BUTLER FULLERTON & CO 0.09% 2,630 $328K
24 MANCHESTER FINANCIAL INC 0.07% 3,067 $390K
25 Opal Wealth Advisors, LLC 0.07% 2,508 $319K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UNITED STS OIL FD LP (USO)

What does the Smart Money Trend signal show for USO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USO?

More sellers than buyers — 44% buying: Last quarter: 80 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for USO holders?

Strong quality — 24% AUM from major funds: 13 of 145 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held USO?

59% of holders stayed for 2+ years: 86 out of 145 hedge funds have held USO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.