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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
HC
1126
HNP Capital
New York
$698K -$46.3K -306 -6%
VRM
1127
Vectors Research Management
New York
$698K -$46.3K -306 -6%
LA
1128
LVW Advisors
New York
$693K -$110K -725 -12%
WW
1129
Waterfront Wealth
Kansas
$692K -$109K -720 -13%
MHS
1130
M Holdings Securities
Oregon
$688K -$126K -834 -14%
WANY
1131
Wealthspire Advisors (New York)
New York
$688K +$168K +1,108 +28%
SAM
1132
S.A. Mason
Michigan
$681K -$7.42K -49 -1%
WT
1133
Washington Trust
Rhode Island
$681K
SS
1134
Simplicity Solutions
Minnesota
$681K +$58.9K +389 +8%
LCM
1135
Leisure Capital Management
California
$680K +$6.96K +46 +0.9%
RCC
1136
Red Cedar Capital
Nebraska
$677K
GC
1137
Garde Capital
Washington
$676K
BWM
1138
BigSur Wealth Management
Florida
$675K
SOAMC
1139
Spirit of America Management Corp
New York
$675K
MFS
1140
Monetta Financial Services
Illinois
$675K +$151K +1,000 +25%
KFP
1141
KB Financial Partners
New Jersey
$672K +$113K +747 +18%
BJL
1142
Brighton Jones LLC
Washington
$670K -$55.4K -366 -7%
AL
1143
Aspiriant LLC
California
$670K +$43K +284 +6%
NWM
1144
Northcape Wealth Management
New York
$669K -$6.21K -41 -0.8%
PG
1145
Pendal Group
Australia
$668K +$750K +4,953 New
DW
1146
Domani Wealth
Pennsylvania
$666K
SRC
1147
Sage Rhino Capital
California
$665K -$15K -99 -2%
FCI
1148
Financial Counselors Inc
Kansas
$657K -$184K -1,216 -20%
PFBT
1149
Parkside Financial Bank & Trust
Missouri
$657K -$63.1K -417 -8%
GWM
1150
Geneos Wealth Management
Colorado
$655K -$1.31M -8,652 -64%

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.