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American Express

2,064 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 708 increasing their positions, 808 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

78% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 111

55% more capital invested

Capital invested by funds: $106B → $164B (+$58.4B)

3% more funds holding

Funds holding: 1,9992,064 (+65)

1.05% more ownership

Funds ownership: 83.73%84.79% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 808

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,064
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.55%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
0.99%
New
198
Increased
708
Reduced
808
Closed
111
Calls
$1.25B
Puts
$2.47B
Net Calls
-$1.23B
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
GPFA
1026
Game Plan Financial Advisors
Ohio
$1.28M +$4.51K +25 +0.4%
VC
1027
Veracity Capital
Georgia
$1.28M -$5.96K -33 -0.5%
Carson Wealth (CWM LLC)
1028
Carson Wealth (CWM LLC)
Nebraska
$1.27M +$304K +1,684 +33%
AWA
1029
Aaron Wealth Advisors
Illinois
$1.27M +$43M +238,051 New
SBH
1030
Segall Bryant & Hamill
Illinois
$1.27M -$48K -266 -4%
IWP
1031
Icon Wealth Partners
Texas
$1.26M +$1.22M +6,767 New
CSPIA
1032
Cary Street Partners Investment Advisory
Virginia
$1.26M -$541K -2,995 -31%
WA
1033
Wealth Advisors
California
$1.26M +$722K +4,000 +147%
APW
1034
Aurora Private Wealth
New Jersey
$1.25M
SCA
1035
Snowden Capital Advisors
New York
$1.24M +$872K +4,828 +265%
GIA
1036
Gladstone Institutional Advisory
Florida
$1.24M +$184K +1,017 +18%
CCA
1037
Checchi Capital Advisers
California
$1.23M +$44.1K +244 +4%
TCM
1038
Teza Capital Management
Illinois
$1.23M +$619K +3,429 +110%
CI
1039
Conning Inc
Connecticut
$1.22M -$40.8K -226 -3%
LWAM
1040
Legacy Wealth Asset Management
Minnesota
$1.22M -$3.97K -22 -0.3%
RA
1041
RFG Advisory
Alabama
$1.21M -$367K -2,031 -24%
BOH
1042
Bank of Hawaii
Hawaii
$1.21M -$3.43K -19 -0.3%
TPA
1043
Trivium Point Advisory
Connecticut
$1.21M +$1.19M +6,576 New
SCI
1044
Stableford Capital II
Arizona
$1.21M +$1.26K +7 +0.1%
TAM
1045
Trust Asset Management
Texas
$1.21M +$13.5K +75 +1%
GW
1046
GW & Wade
Massachusetts
$1.21M +$24K +133 +2%
AF
1047
Advisornet Financial
Minnesota
$1.2M +$300K +1,659 +35%
IIA
1048
IPG Investment Advisors
California
$1.2M +$560K +3,100 +93%
CWP
1049
Capital Wealth Planning
Florida
$1.2M -$47.9K -265 -4%
FNBOSM
1050
First National Bank of South Miami
Florida
$1.19M +$60.1K +333 +6%

AXP Hedge Fund Activity: Q1 2022 in Review

2,064 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2022, worth a combined $164B — up 55% from $106B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new AXP positions and 111 closed out — a net gain of 87 holders — while 708 added to existing stakes and 808 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,064 institutional investors held American Express (AXP) as of Q1 2022, up from 1,999 in Q4 2021.
  • Funds reported $164B of American Express stock for Q1 2022, up 55% quarter-over-quarter.
  • 198 funds opened new American Express positions in Q1 2022 and 111 closed out, a net change of +87 holders.
  • The largest American Express buyer in Q1 2022 was JP Morgan Chase, an estimated $652M added.
  • The largest American Express seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $340M sold.

Based on aggregated 13F filings for Q1 2022.