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
LW
1151
Linscomb Wealth
Texas
$905K -$25.3K -140 -3%
PK
1152
Pflug Koory
Nebraska
$904K -$3.61K -20 -0.4%
PGCM
1153
Prescott Group Capital Management
Oklahoma
$903K
OPPTF
1154
OPSEU Pension Plan Trust Fund
Ontario, Canada
$888K +$31.6K +175 +4%
KFP
1155
KB Financial Partners
New Jersey
$888K +$51.3K +284 +6%
TCM
1156
Tufton Capital Management
Maryland
$885K
FLPIM
1157
F.L. Putnam Investment Management
Massachusetts
$883K -$23.8K -132 -3%
RMCM
1158
Reynders McVeigh Capital Management
Massachusetts
$882K +$2.35K +13 +0.3%
GFS
1159
GYL Financial Synergies
Connecticut
$879K -$26.2K -145 -3%
WT
1160
Washington Trust
Rhode Island
$878K -$187K -1,037 -18%
BW
1161
Basepoint Wealth
Iowa
$875K -$21.9K -121 -3%
AI
1162
AdvisorShares Investments
Maryland
$875K +$845K +4,677 New
BA
1163
Bridgewater Associates
Connecticut
$868K +$838K +4,640 New
TWA
1164
TCI Wealth Advisors
Arizona
$867K +$29.8K +165 +4%
MWM
1165
Mission Wealth Management
California
$865K +$3.25K +18 +0.4%
SC
1166
Schulhoff & Co
Ohio
$864K
SCM
1167
Stevens Capital Management
Pennsylvania
$863K -$2.91M -16,118 -78%
SIG
1168
Sargent Investment Group
Maryland
$862K +$4.15K +23 +0.5%
EWM
1169
Evermay Wealth Management
Virginia
$862K +$21.7K +120 +3%
PFS
1170
Prospera Financial Services
Texas
$862K +$192K +1,062 +30%
Koshinski Asset Management
1171
Koshinski Asset Management
Illinois
$862K -$11.2K -62 -1%
DI
1172
Diligent Investors
California
$860K -$36.1K -200 -4%
IFG
1173
Independent Financial Group
California
$859K -$16.4K -91 -2%
LCM
1174
Laurion Capital Management
New York
$859K -$24.4M -135,187 -97%
SLF
1175
Sun Life Financial
Ontario, Canada
$858K -$76K -421 -8%

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.