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
BB
876
Berkshire Bank
Massachusetts
$1.34M +$96K +634 +7%
KC
877
Knuff & Co
California
$1.33M
CC
878
Chicago Capital
Illinois
$1.33M -$9.84K -65 -0.7%
EAM
879
EFG Asset Management
Oregon
$1.32M -$120K -792 -8%
AA
880
Argent Advisors
Louisiana
$1.31M +$78.1K +516 +6%
AWA
881
Arete Wealth Advisors
Illinois
$1.31M +$28.6K +189 +2%
CA
882
CoreCap Advisors
Michigan
$1.31M +$99K +654 +7%
LCM
883
Linker Capital Management
Kentucky
$1.3M
TMAM
884
Tokio Marine Asset Management
Japan
$1.3M +$147K +971 +11%
JWCA
885
J.W. Cole Advisors
Florida
$1.3M +$135K +893 +10%
ISL
886
Ingalls & Snyder LLC
New York
$1.29M -$11.7K -77 -0.8%
MIA
887
MainStreet Investment Advisors
Illinois
$1.29M -$1.06K -7 -0.1%
EHC
888
Everett Harris & Co
California
$1.28M
AG
889
Ascent Group
Virginia
$1.27M +$117K +771 +10%
SB
890
Simmons Bank
Arkansas
$1.27M -$19.2K -127 -1%
PT
891
Plimoth Trust
Massachusetts
$1.27M +$140K +926 +11%
AW
892
ACG Wealth
Georgia
$1.26M -$35.6K -235 -2%
MHIC
893
Marble Harbor Investment Counsel
Massachusetts
$1.25M
CP
894
Cumberland Partners
Ontario, Canada
$1.25M +$984K +6,500 +236%
IWS
895
Insight Wealth Strategies
California
$1.25M
FB
896
Fulton Bank
Pennsylvania
$1.25M +$91.3K +603 +7%
LTI
897
Laffer Tengler Investments
Tennessee
$1.24M +$4.69K +31 +0.3%
BAM
898
Berkshire Asset Management
Pennsylvania
$1.24M
BCPWM
899
Bradley & Co Private Wealth Management
Florida
$1.24M
CPSC
900
Carl P. Sherr & Co
Massachusetts
$1.23M +$151 +1 +0%

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.