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
TBNY
901
Trustco Bank (New York)
New York
$1.23M -$68.1K -450 -5%
I
902
INVST
Indiana
$1.23M +$47.5K +314 +4%
BIA
903
Bigelow Investment Advisors
Maine
$1.23M +$164K +1,083 +13%
TFCM
904
Taylor Frigon Capital Management
Arizona
$1.22M +$13.3K +88 +1%
SC
905
Scotia Capital
Ontario, Canada
$1.22M +$31.8K +210 +2%
SIA
906
Schechter Investment Advisors
Michigan
$1.22M -$174K -1,150 -11%
TC
907
TAGStone Capital
North Carolina
$1.22M +$4.24K +28 +0.3%
TH
908
TCTC Holdings
Texas
$1.21M -$101K -664 -7%
LFG
909
Lazard Frères Gestion
France
$1.21M -$45.4K -300 -3%
SW
910
Solidarity Wealth
Utah
$1.2M +$787K +5,202 +175%
Jones Financial Companies
911
Jones Financial Companies
Missouri
$1.2M +$1.27M +8,416 +1,883%
TFS
912
TrustCore Financial Services
Tennessee
$1.19M +$13.8K +91 +1%
MAM
913
Morse Asset Management
Connecticut
$1.19M -$112K -740 -8%
GG
914
Greenwood Gearhart
Arkansas
$1.18M -$18.9K -125 -1%
BCM
915
Barden Capital Management
Texas
$1.18M +$34.5K +228 +3%
BFA
916
Beaumont Financial Advisors
Massachusetts
$1.18M -$11.4K -75 -0.8%
CWP
917
Capital Wealth Planning
Florida
$1.18M -$167M -1,105,203 -99%
CFFP
918
Center for Financial Planning
Michigan
$1.18M -$1.51K -10 -0.1%
S
919
SignatureFD
Georgia
$1.18M -$60.2K -398 -4%
NAM
920
NTV Asset Management
West Virginia
$1.17M
Carson Wealth (CWM LLC)
921
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$350K +2,310 +36%
QI
922
Qtron Investments
Massachusetts
$1.17M +$104K +687 +9%
CWM
923
C2C Wealth Management
Arizona
$1.17M -$9.08K -60 -0.7%
KW
924
KWB Wealth
California
$1.17M +$24.5K +162 +2%
RMAM
925
Raab & Moskowitz Asset Management
New Jersey
$1.17M +$55.6K +367 +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.