We are live on ! Find out more
AXP icon

American Express

2,064 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 708 increasing their positions, 808 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

78% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 111

55% more capital invested

Capital invested by funds: $106B → $164B (+$58.4B)

3% more funds holding

Funds holding: 1,9992,064 (+65)

1.05% more ownership

Funds ownership: 83.73%84.79% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 808

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,064
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.55%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
0.99%
New
198
Increased
708
Reduced
808
Closed
111
Calls
$1.25B
Puts
$2.47B
Net Calls
-$1.23B
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
UF
576
Univest Financial
Pennsylvania
$4.66M -$603K -3,341 -12%
WS
577
Wedbush Securities
California
$4.65M +$77.5K +429 +2%
Simplex Trading
578
Simplex Trading
Illinois
$4.63M +$4.47M +24,769 New
HW
579
Hancock Whitney
Mississippi
$4.63M -$58.9K -326 -1%
FIM
580
Freedom Investment Management
Connecticut
$4.62M +$753K +4,169 +20%
VCA
581
Verdence Capital Advisors
Maryland
$4.6M +$275K +1,525 +7%
CT
582
Chicago Trust
Illinois
$4.6M +$131K +723 +3%
AP
583
Advisor Partners
California
$4.59M +$252K +1,397 +6%
NA
584
NewEdge Advisors
Louisiana
$4.55M +$619K +3,425 +16%
CWM
585
Concentric Wealth Management
California
$4.53M +$2.71K +15 +0.1%
KPWS
586
Kestra Private Wealth Services
Texas
$4.49M +$793K +4,390 +22%
KHLMTHM
587
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.43M +$4.31M +23,857 New
IEFM
588
IQ EQ Fund Management
Ireland
$4.41M -$122K -673 -3%
PNC
589
Park National Corp
Ohio
$4.4M -$118K -655 -3%
CI
590
Ceera Investments
Texas
$4.4M -$23.1K -128 -0.5%
HCM
591
Hutner Capital Management
Vermont
$4.37M -$12.6K -70 -0.3%
AS
592
Altshuler Shaham
Israel
$4.37M -$6.86K -38 -0.2%
RC
593
RegentAtlantic Capital
New Jersey
$4.37M +$458K +2,534 +12%
EFI
594
EHP Funds Inc
Canada
$4.35M +$4.2M +23,270 New
RC
595
RBF Capital
California
$4.34M
FBA
596
Front Barnett Associates
Illinois
$4.33M -$1.03M -5,731 -20%
Jennison Associates
597
Jennison Associates
New York
$4.32M -$450K -2,490 -10%
CWM
598
Chemistry Wealth Management
New York
$4.31M +$3.78M +20,918 +972%
BRWA
599
B. Riley Wealth Advisors
Florida
$4.3M -$454K -2,516 -10%
CAM
600
Cresset Asset Management
Illinois
$4.3M -$72.2K -400 -2%

AXP Hedge Fund Activity: Q1 2022 in Review

2,064 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2022, worth a combined $164B — up 55% from $106B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new AXP positions and 111 closed out — a net gain of 87 holders — while 708 added to existing stakes and 808 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,064 institutional investors held American Express (AXP) as of Q1 2022, up from 1,999 in Q4 2021.
  • Funds reported $164B of American Express stock for Q1 2022, up 55% quarter-over-quarter.
  • 198 funds opened new American Express positions in Q1 2022 and 111 closed out, a net change of +87 holders.
  • The largest American Express buyer in Q1 2022 was JP Morgan Chase, an estimated $652M added.
  • The largest American Express seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $340M sold.

Based on aggregated 13F filings for Q1 2022.