We are live on ! Find out more
AXP icon

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
SP
1051
Symmetry Partners
Connecticut
$1.19M
ML
1052
McAdam LLC
Pennsylvania
$1.18M +$1.08K +6 +0.1%
SCI
1053
S&CO Inc
Massachusetts
$1.18M +$72.2K +400 +7%
BAAM
1054
Baker Avenue Asset Management
California
$1.17M +$302K +1,670 +36%
HFM
1055
Harvest Fund Management
China
$1.17M +$1.04M +5,773 +1,221%
LS
1056
Livforsakringsbolaget Skandia
Sweden
$1.17M
PGWM
1057
Parisi Gray Wealth Management
New Jersey
$1.16M -$1.63K -9 -0.1%
GSWM
1058
Golden State Wealth Management
California
$1.16M +$138K +765 +14%
BCM
1059
Becker Capital Management
Oregon
$1.16M -$4.7K -26 -0.4%
OFS
1060
Orrstown Financial Services
Pennsylvania
$1.16M -$96.6K -535 -8%
CF
1061
Centaurus Financial
California
$1.15M +$880K +4,875 +384%
WA
1062
WealthTrust Axiom
Pennsylvania
$1.15M +$5.42K +30 +0.5%
FCI
1063
Financial Counselors Inc
Kansas
$1.14M -$52.7K -292 -5%
ARMT
1064
Amica Retiree Medical Trust
Rhode Island
$1.14M
DWM
1065
Doyle Wealth Management
Florida
$1.14M +$9.93K +55 +0.9%
PTC
1066
Private Trust Company
Ohio
$1.14M +$44.6K +247 +4%
BL
1067
Balentine LLC
Georgia
$1.13M +$448K +2,480 +69%
AF
1068
Ally Financial
Michigan
$1.12M
WC
1069
Weil Company
California
$1.12M
GL
1070
Graypoint LLC
New York
$1.12M +$403K +2,233 +59%
LA
1071
LVW Advisors
New York
$1.12M -$20.9K -116 -2%
CIA
1072
Capital Investment Advisors
Georgia
$1.11M -$61.8K -342 -5%
MFG
1073
Monte Financial Group
Connecticut
$1.11M -$3.43K -19 -0.3%
CCM
1074
Compton Capital Management
Rhode Island
$1.11M -$36.1K -200 -3%
FCBT
1075
First Citizens Bank & Trust
North Carolina
$1.1M +$402K +2,226 +60%

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.