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
SSWM
801
Smith Salley Wealth Management
North Carolina
$2.22M -$1.26K -7 -0.1%
BFO
802
Boston Family Office
Massachusetts
$2.22M +$226K +1,250 +12%
BSA
803
Bull Street Advisors
Georgia
$2.21M +$34.7K +192 +2%
IIL
804
Insight Inv LLC
California
$2.21M +$57.8K +320 +3%
USCWA
805
U.S. Capital Wealth Advisors
Texas
$2.2M +$80.5K +446 +4%
RHBC
806
R.H. Bluestein & Co
Michigan
$2.2M
CCMT
807
CMT Capital Markets Trading
Germany
$2.2M -$4.9M -27,150 -70%
BP
808
Ballentine Partners
Massachusetts
$2.2M +$320K +1,771 +18%
LBC
809
Lowe Brockenbrough & Co
Virginia
$2.19M
WIS
810
Wright Investors Service
Connecticut
$2.19M +$120K +662 +6%
MWM
811
Madison Wealth Management
Ohio
$2.19M -$2.71K -15 -0.1%
SWM
812
Spire Wealth Management
Virginia
$2.18M +$466K +2,583 +28%
FMWA
813
Forvis Mazars Wealth Advisors
Missouri
$2.17M -$111K -615 -5%
LT
814
Lindsell Train
United Kingdom
$2.17M
ACP
815
Arcus Capital Partners
Georgia
$2.17M
GJIC
816
Gamble Jones Investment Counsel
California
$2.16M
CA
817
CSM Advisors
Pennsylvania
$2.16M -$165K -915 -7%
BA
818
Birinyi Associates
Connecticut
$2.16M +$316K +1,750 +18%
RWP
819
RWA Wealth Partners
Massachusetts
$2.15M +$76K +421 +4%
SCM
820
SOL Capital Management
Maryland
$2.14M -$126K -700 -6%
LHC
821
Little House Capital
Massachusetts
$2.14M +$1.81K +10 +0.1%
CCG
822
Ceeto Capital Group
Florida
$2.13M -$542K -3,000 -21%
BSA
823
Braun Stacey Associates
New York
$2.13M +$506K +2,800 +33%
PWM
824
Pinnacle Wealth Management
California
$2.12M -$230K -1,272 -10%
MC
825
Moors & Cabot
Massachusetts
$2.12M +$290K +1,607 +17%

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.