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
HCM
626
Hutner Capital Management
Vermont
$3.16M
SWP
627
Strategic Wealth Partners
Ohio
$3.14M +$244K +1,611 +7%
API
628
Advisor Partners II
California
$3.12M +$3.5M +23,144 New
Impax Asset Management Group
629
Impax Asset Management Group
United Kingdom
$3.11M -$396K -2,617 -10%
RC
630
RBF Capital
California
$3.1M
CI
631
Ceera Investments
Texas
$3.1M -$76.4K -505 -2%
VCA
632
Verdence Capital Advisors
Maryland
$3.1M -$14.5K -96 -0.4%
CM
633
Castleark Management
Illinois
$3.1M
GIM
634
Grassi Investment Management
California
$3.1M
PNC
635
Park National Corp
Ohio
$3.06M -$119K -785 -3%
FBA
636
Front Barnett Associates
Illinois
$3.06M
HW
637
Hancock Whitney
Mississippi
$3.06M -$117K -772 -3%
BFEC
638
Benjamin F. Edwards & Company
Missouri
$3.06M +$159K +1,052 +5%
CWM
639
Chemistry Wealth Management
New York
$3.04M
RBA
640
Richard Bernstein Advisors
New York
$3.04M -$909K -6,005 -21%
CIM
641
Chapman Investment Management
California
$3.01M +$246K +1,624 +8%
NMIMC
642
Northwestern Mutual Investment Management Company
Wisconsin
$3.01M -$863K -5,702 -20%
FM
643
Family Management
New York
$3M
BIAS
644
Beacon Investment Advisory Services
New Jersey
$2.97M +$48.1K +318 +1%
VVP
645
Venture Visionary Partners
Ohio
$2.95M +$7.11K +47 +0.2%
LSA
646
Leonteq Securities AG
Switzerland
$2.93M -$544K -3,591 -14%
KRSITF
647
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.9M +$99.1K +655 +3%
CIP
648
Chartwell Investment Partners
Pennsylvania
$2.89M +$61.9K +409 +2%
MAM
649
Martingale Asset Management
Massachusetts
$2.87M +$2.12M +13,999 +192%
SLI
650
Sumitomo Life Insurance
Japan
$2.87M -$226K -1,492 -7%

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.