We are live on ! Find out more
AXP icon

American Express

1,970 hedge funds and large institutions have $87.8B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 706 increasing their positions, 765 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% less ownership

Funds ownership: 84.79%84.23% (-0.55%)

5% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.54B

8% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 765

5% less funds holding

Funds holding: 2,0641,970 (-94)

33% less funds holding in top 10

Funds holding in top 10: 6342 (-21)

36% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 183

46% less capital invested

Capital invested by funds: $164B → $87.8B (-$76.1B)

Holders
1,970
Holders Change
-94
Holders Change %
-4.55%
% of All Funds
33.18%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
117
Increased
706
Reduced
765
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$72.1M
Net Calls Change
+$1.15B
Name Holding Trade Value Shares
Change
Change in
Stake
III
826
Independent Investors Inc
New York
$1.66M -$496K -3,000 -20%
PAS
827
Park Avenue Securities
New York
$1.66M +$178K +1,077 +10%
BBA
828
BLB&B Advisors
Pennsylvania
$1.66M -$33K -200 -2%
MWM
829
Madison Wealth Management
Ohio
$1.65M +$31.5K +191 +2%
PCA
830
Personal Capital Advisors
California
$1.65M +$190K +1,149 +11%
IIL
831
Insight Inv LLC
California
$1.65M +$12.4K +75 +0.6%
PWM
832
Pinnacle Wealth Management
California
$1.64M +$82.4K +499 +4%
CT
833
Caldwell Trust
Florida
$1.64M -$41.3K -250 -2%
CCM
834
Coldstream Capital Management
Washington
$1.64M +$259K +1,569 +15%
BSA
835
Bull Street Advisors
Georgia
$1.64M
CW
836
CreativeOne Wealth
Kansas
$1.64M -$41.6K -252 -2%
BP
837
Ballentine Partners
Massachusetts
$1.63M -$496 -3 -0%
NHC
838
Nicholas Hoffman & Company
Georgia
$1.63M +$177K +1,071 +10%
LBC
839
Lowe Brockenbrough & Co
Virginia
$1.62M -$12.4K -75 -0.6%
AT
840
American Trust
Kentucky
$1.61M -$391K -2,370 -17%
VFA
841
Valeo Financial Advisors
Indiana
$1.61M -$181K -1,093 -9%
Aristotle Capital Management
842
Aristotle Capital Management
California
$1.61M -$261K -1,580 -12%
LT
843
Lindsell Train
United Kingdom
$1.61M
ACP
844
Arcus Capital Partners
Georgia
$1.61M
BA
845
Birinyi Associates
Connecticut
$1.6M
RWP
846
RWA Wealth Partners
Massachusetts
$1.59M
RG
847
Rathbones Group
United Kingdom
$1.59M +$173K +1,045 +10%
GJIC
848
Gamble Jones Investment Counsel
California
$1.59M -$16.5K -100 -0.9%
SCM
849
SOL Capital Management
Maryland
$1.58M -$9.91K -60 -0.5%
CAG
850
Csenge Advisory Group
Florida
$1.57M -$88K -533 -4%

AXP Hedge Fund Activity: Q2 2022 in Review

1,970 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2022, worth a combined $87.8B — down 46% from $164B a quarter earlier.

Sellers outnumbered buyers: 183 funds closed out of AXP and 117 opened new positions — a net loss of 66 holders — while 765 trimmed existing stakes and 706 added.

The largest buyer was Renaissance Technologies, adding an estimated $436M. The largest seller was Wellington Management Group, cutting an estimated $805M.

  • 1,970 institutional investors held American Express (AXP) as of Q2 2022, down from 2,064 in Q1 2022.
  • Funds reported $87.8B of American Express stock for Q2 2022, down 46% quarter-over-quarter.
  • 117 funds opened new American Express positions in Q2 2022 and 183 closed out, a net change of -66 holders.
  • The largest American Express buyer in Q2 2022 was Renaissance Technologies, an estimated $436M added.
  • The largest American Express seller in Q2 2022 was Wellington Management Group, an estimated $805M sold.

Based on aggregated 13F filings for Q2 2022.