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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
SI
1176
Saxon Interests
Texas
$604K -$109K -718 -15%
PWPS
1177
Pinnacle Wealth Planning Services
Ohio
$600K +$28.8K +190 +4%
MWM
1178
Meridian Wealth Management
Kentucky
$599K -$44.4K -293 -6%
WPC
1179
Wedmont Private Capital
Pennsylvania
$599K +$114K +751 +20%
AIM
1180
Alhambra Investment Management
Florida
$596K
GFS
1181
GYL Financial Synergies
Connecticut
$595K -$44K -291 -6%
CWS
1182
Cypress Wealth Services
California
$594K -$47.8K -316 -7%
IA
1183
IFG Advisors
Missouri
$593K +$1.51K +10 +0.2%
RCM
1184
RB Capital Management
Nevada
$592K +$74.6K +493 +13%
GC
1185
GFG Capital
Florida
$590K
BMA
1186
Brooks Moore & Associates
Tennessee
$589K
BW
1187
Basepoint Wealth
Iowa
$589K -$8.17K -54 -1%
CPO
1188
Cerity Partners OCIO
New York
$588K +$9.84K +65 +2%
AB
1189
Atlas Brown
Kentucky
$587K
STA
1190
Summit Trail Advisors
New York
$586K +$10.6K +70 +2%
HH
1191
Hilltop Holdings
Texas
$585K +$6.21K +41 +1%
GL
1192
Graypoint LLC
New York
$584K -$85.5K -565 -12%
HGERS
1193
Householder Group Estate & Retirement Specialist
Arizona
$583K -$8.63K -57 -1%
AF
1194
Allworth Financial
California
$583K +$134K +883 +26%
FFA
1195
First Foundation Advisors
California
$582K -$25K -165 -4%
YWP
1196
YorkBridge Wealth Partners
New York
$582K
BAM
1197
Beaumont Asset Management
Texas
$581K -$5.15K -34 -0.8%
LW
1198
Linscomb Wealth
Texas
$581K
XT
1199
XTX Topco
Cayman Islands
$581K +$132K +870 +25%
WA
1200
WBH Advisory
Maryland
$580K +$13.6K +90 +2%

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.