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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
FWA
851
FOCUS Wealth Advisors
Texas
$1.47M -$2.73K -18 -0.2%
SYBT
852
Stock Yards Bank & Trust
Kentucky
$1.46M -$5.15K -34 -0.3%
SJIM
853
St. Johns Investment Management
Florida
$1.46M +$81.7K +540 +5%
CG
854
Caprock Group
Idaho
$1.46M +$54.6K +361 +3%
BA
855
Birinyi Associates
Connecticut
$1.45M -$114K -750 -7%
CWMU
856
Caliber Wealth Management (Utah)
Utah
$1.45M +$52.1K +344 +3%
IPW
857
Inlet Private Wealth
Florida
$1.43M +$1.21K +8 +0.1%
WI
858
Wintrust Investments
Illinois
$1.43M +$55.6K +367 +4%
SC
859
Savant Capital
Illinois
$1.43M -$13.3K -88 -0.8%
SHWM
860
Silicon Hills Wealth Management
Texas
$1.41M
BAM
861
Belpointe Asset Management
Nevada
$1.41M -$1.69M -11,151 -52%
USCWA
862
U.S. Capital Wealth Advisors
Texas
$1.41M -$60.1K -397 -4%
GCC
863
Guardian Capital (Canada)
Ontario, Canada
$1.39M -$496K -3,280 -24%
AIM
864
Anchor Investment Management
South Carolina
$1.39M -$109K -723 -7%
RIL
865
Rothschild Investment LLC
Illinois
$1.39M
PIM
866
Penobscot Investment Management
Massachusetts
$1.38M -$15.1K -100 -1%
IFWM
867
Institute for Wealth Management
Colorado
$1.37M -$908 -6 -0.1%
ZCM
868
Ziegler Capital Management
Illinois
$1.37M -$17.1K -113 -1%
GJIC
869
Gamble Jones Investment Counsel
California
$1.36M -$206K -1,364 -12%
CCP
870
Cunning Capital Partners
North Carolina
$1.36M
WTA
871
Washington Trust Advisors
Massachusetts
$1.34M -$88.1K -582 -6%
FA
872
FDx Advisors
Illinois
$1.34M -$5.75K -38 -0.4%
MCM
873
McMillion Capital Management
North Carolina
$1.34M
RPWA
874
Regent Peak Wealth Advisors
Georgia
$1.34M +$1.5M +9,923 New
CC
875
Constitution Capital
Connecticut
$1.34M +$60.5K +400 +4%

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.