We are live on ! Find out more
AXP icon

American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
501
Exchange Traded Concepts
Oklahoma
$5.07M +$408K +2,698 +8%
JEST
502
JTC Employer Solutions Trustee
Jersey
$5.06M
ECG
503
Edge Capital Group
Georgia
$5.06M +$27.5K +182 +0.5%
1SB
504
1ST Source Bank
Indiana
$5M +$8.32K +55 +0.1%
AI
505
Atria Investments
North Carolina
$5M +$432K +2,856 +8%
EI
506
Ethic Inc
New York
$4.93M +$1.5M +9,902 +37%
BF
507
BOK Financial
Oklahoma
$4.87M -$148K -975 -3%
ANTB
508
AMG National Trust Bank
Colorado
$4.87M +$1.08M +7,125 +25%
NSEDCP
509
NJ State Employees Deferred Compensation Plan
New Jersey
$4.87M
DMC
510
Drexel Morgan & Co
Pennsylvania
$4.8M
JC
511
Jacobs & Co
California
$4.8M
WMSA
512
Weiss Multi-Strategy Advisers
New York
$4.78M -$8.65M -57,175 -62%
MLICM
513
Metropolitan Life Insurance Company (MetLife)
New York
$4.74M -$155K -1,024 -3%
GCAC
514
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.67M +$33.3K +220 +0.6%
EB
515
Eastern Bank
Massachusetts
$4.66M +$113K +749 +2%
MHC
516
Meyer Handelman Company
New York
$4.65M
PWLP
517
Prio Wealth Limited Partnership
Massachusetts
$4.61M +$60.5K +400 +1%
LSWM
518
Lorne Steinberg Wealth Management
Canada
$4.61M -$30.3K -200 -0.6%
SC
519
Searle & Co
Connecticut
$4.6M
SAM
520
SP Asset Management
California
$4.57M +$14.8K +98 +0.3%
FIB
521
First Interstate Bank
Montana
$4.56M +$368K +2,429 +8%
FHB
522
First Hawaiian Bank
Hawaii
$4.54M +$95.4K +630 +2%
BAMF
523
BI Asset Management Fondsmaeglerselskab
Denmark
$4.53M -$429K -2,831 -8%
HT
524
Heritage Trust
Oklahoma
$4.51M -$38.7K -256 -0.8%
Capstone Investment Advisors
525
Capstone Investment Advisors
New York
$4.47M +$3.32M +21,910 +195%

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.