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
ECM
1201
Estabrook Capital Management
New York
$577K
PA
1202
PFG Advisors
Arizona
$574K -$104K -685 -14%
LA
1203
Legacy Advisors
Pennsylvania
$574K +$9.69K +64 +2%
WSC
1204
Wellington Shields & Co
New York
$569K
HWA
1205
Heritage Wealth Advisors
Virginia
$568K
TPWM
1206
Twelve Points Wealth Management
Massachusetts
$567K
EWM
1207
Evermay Wealth Management
Virginia
$566K -$9.84K -65 -2%
HIM
1208
Hillsdale Investment Management
Ontario, Canada
$564K +$531K +3,506 +522%
BDFN
1209
Bond & Devick Financial Network
Minnesota
$556K
MS
1210
Maven Securities
Jersey
$554K -$4.58M -30,291 -88%
KA
1211
Kovack Advisors
Florida
$554K -$26.6K -176 -4%
AWM
1212
Aries Wealth Management
Maine
$553K -$4.69K -31 -0.8%
HBT
1213
Hills Bank & Trust
Iowa
$551K -$7.57K -50 -1%
LWAC
1214
Laurel Wealth Advisors (California)
California
$551K +$2.12K +14 +0.3%
PFS
1215
Prospera Financial Services
Texas
$541K +$94.5K +624 +18%
SIC
1216
Salem Investment Counselors
North Carolina
$540K -$11.8K -78 -2%
FFN
1217
Focus Financial Network
Minnesota
$539K +$229K +1,510 +61%
CA
1218
Centerpoint Advisors
Massachusetts
$539K -$11.5K -76 -2%
JG
1219
Jefferies Group
New York
$538K +$604K +3,989 New
JWCA
1220
J.W. Coons Advisors
Ohio
$535K -$431K -2,850 -42%
VCP
1221
Verus Capital Partners
Arizona
$535K +$26.5K +175 +5%
OC
1222
Oakworth Capital
Alabama
$531K
PTP
1223
Platform Technology Partners
New York
$531K
SWM
1224
SeaCrest Wealth Management
New York
$531K +$39.5K +261 +7%
TFS
1225
Thoroughbred Financial Services
Tennessee
$529K -$62.4K -412 -10%

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.