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
SWA
1026
SOA Wealth Advisors
New York
$931K +$8.32K +55 +0.8%
MA
1027
Mutual Advisors
Nebraska
$931K +$109K +720 +12%
UH
1028
Unigestion Holding
Switzerland
$929K -$34.5K -228 -3%
CGL
1029
Clarius Group LLC
Washington
$929K -$15K -99 -1%
CIA
1030
Citadel Investment Advisory
Ohio
$929K
PPWM
1031
Paragon Private Wealth Management
Kentucky
$929K +$66.9K +442 +8%
SCI
1032
Stableford Capital II
Arizona
$928K -$2.42K -16 -0.2%
BWM
1033
BNC Wealth Management
Oregon
$926K -$69.2K -457 -6%
VC
1034
Veracity Capital
Georgia
$922K +$6.81K +45 +0.7%
SAM
1035
Strategy Asset Managers
California
$922K +$724K +4,786 +234%
FHA
1036
Flagship Harbor Advisors
Massachusetts
$921K +$174K +1,148 +20%
BRC
1037
Bell Rock Capital
Delaware
$921K +$1.03M +6,825 New
SP
1038
Symmetry Partners
Connecticut
$920K +$70.7K +467 +7%
ML
1039
McAdam LLC
Pennsylvania
$914K +$4.84K +32 +0.5%
LWCFA
1040
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$912K -$267K -1,762 -21%
AI
1041
AXS Investments
New York
$911K -$339K -2,240 -25%
SBH
1042
Segall Bryant & Hamill
Illinois
$908K -$4.09K -27 -0.4%
AFA
1043
Abacus FCF Advisors
Florida
$907K -$51.9K -343 -5%
HI
1044
Harbour Investments
Wisconsin
$907K
LNB
1045
Ledyard National Bank
$907K
IWA
1046
Icon Wealth Advisors
Texas
$902K +$1.01M +6,689 New
GIA
1047
Gladstone Institutional Advisory
Florida
$901K -$162K -1,067 -14%
IP
1048
Intellectus Partners
California
$899K +$208K +1,374 +26%
APW
1049
Aurora Private Wealth
New Jersey
$898K -$18.9K -125 -2%
CCIA
1050
Campbell & Co Investment Adviser
Maryland
$898K +$707K +4,668 +235%

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.