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
B
1226
Barings
North Carolina
$775K +$43.2K +239 +6%
HBT
1227
Hills Bank & Trust
Iowa
$773K
BDFN
1228
Bond & Devick Financial Network
Minnesota
$770K
IWA
1229
Intercontinental Wealth Advisors
Texas
$769K -$178K -986 -19%
AF
1230
Allworth Financial
California
$767K +$317K +1,758 +75%
WA
1231
WBH Advisory
Maryland
$766K -$80.9K -448 -10%
SF
1232
Symphony Financial
Texas
$763K +$42.3K +234 +6%
CA
1233
Centerpoint Advisors
Massachusetts
$759K -$3.61K -20 -0.5%
SVWAG
1234
Sound View Wealth Advisors Group
Georgia
$758K +$722 +4 +0.1%
KFS
1235
Kurt F. Somerville
$753K -$22.6K -125 -3%
MWM
1236
Meridian Wealth Management
Kentucky
$752K +$47.5K +263 +7%
OC
1237
Oakworth Capital
Alabama
$750K
MUAMU
1238
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$748K -$2.89M -16,000 -80%
MFS
1239
Monetta Financial Services
Illinois
$748K +$722K +4,000 New
CB
1240
Cadence Bank
Mississippi
$740K -$3.12M -17,257 -81%
FAFN
1241
First Affirmative Financial Network
Colorado
$740K -$43.7K -242 -6%
DF
1242
Donoghue Forlines
Massachusetts
$735K +$710K +3,930 New
PTP
1243
Platform Technology Partners
New York
$729K -$32.7K -181 -4%
MIM
1244
MTM Investment Management
South Carolina
$728K
MIM
1245
Merrion Investment Management
New Jersey
$727K
VCP
1246
Verus Capital Partners
Arizona
$726K +$778K +4,308 New
AFP
1247
Ausdal Financial Partners
Iowa
$724K +$217K +1,202 +45%
CANC
1248
Culbertson A N & Co
Virginia
$722K -$32.5K -180 -4%
BMC
1249
Benin Management Corp
Connecticut
$710K
TCM
1250
Twin Capital Management
Pennsylvania
$710K

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.