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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
ACP
826
Arcus Capital Partners
Georgia
$1.56M
Aristotle Capital Management
827
Aristotle Capital Management
California
$1.56M -$13K -86 -0.7%
AWA
828
Aaron Wealth Advisors
Illinois
$1.55M +$1.49M +9,873 +596%
PCIA
829
Prime Capital Investment Advisors
Kansas
$1.55M +$1.74M +11,525 New
RG
830
Rathbones Group
United Kingdom
$1.55M
B
831
Bailard
California
$1.54M +$92.8K +613 +6%
SCM
832
SOL Capital Management
Maryland
$1.54M
SPC
833
Sigma Planning Corp
Michigan
$1.53M -$579K -3,828 -25%
NL
834
NVWM LLC
Pennsylvania
$1.53M +$66.9K +442 +4%
RWP
835
RWA Wealth Partners
Massachusetts
$1.52M -$31.8K -210 -2%
AT
836
American Trust
Kentucky
$1.52M -$62.4K -412 -4%
PWP
837
Private Wealth Partners
California
$1.51M
WWA
838
WCG Wealth Advisors
Nevada
$1.51M +$79K +522 +5%
SCA
839
Snowden Capital Advisors
New York
$1.51M +$28K +185 +2%
MGP
840
Metis Global Partners
California
$1.51M +$128K +848 +8%
HG
841
Herbst Group
Connecticut
$1.5M +$106K +700 +7%
PA
842
Profund Advisors
Maryland
$1.5M -$26K -172 -2%
BO
843
BRR OpCo
Ohio
$1.49M -$5K -33 -0.3%
SIAG
844
Signet Investment Advisory Group
Rhode Island
$1.48M -$15.9K -105 -0.9%
GFA
845
Gifford Fong Associates
California
$1.48M
TNA
846
True North Advisors
Texas
$1.48M
CAG
847
Csenge Advisory Group
Florida
$1.48M -$60.7K -401 -4%
TA
848
TKG Advisors
Indiana
$1.48M +$1.66M +10,938 New
OIA
849
OneDigital Investment Advisors
Kansas
$1.47M +$51.6K +341 +3%
FMWA
850
Forvis Mazars Wealth Advisors
Missouri
$1.47M -$38.9K -257 -2%

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.