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American Express

1,970 hedge funds and large institutions have $87.8B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 706 increasing their positions, 765 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% less ownership

Funds ownership: 84.79%84.23% (-0.55%)

5% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.54B

8% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 765

5% less funds holding

Funds holding: 2,0641,970 (-94)

33% less funds holding in top 10

Funds holding in top 10: 6342 (-21)

36% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 183

46% less capital invested

Capital invested by funds: $164B → $87.8B (-$76.1B)

Holders
1,970
Holders Change
-94
Holders Change %
-4.55%
% of All Funds
33.18%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
117
Increased
706
Reduced
765
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$72.1M
Net Calls Change
+$1.15B
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1251
Laurel Wealth Advisors (California)
California
$563K -$53.2K -322 -7%
WB
1252
WesBanco Bank
West Virginia
$561K -$62.6K -379 -9%
SVWAG
1253
Sound View Wealth Advisors Group
Georgia
$561K -$496 -3 -0.1%
MW
1254
Marcum Wealth
Ohio
$560K +$287K +1,735 +75%
MUAMU
1255
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$554K
MFS
1256
Monetta Financial Services
Illinois
$554K
RSWM
1257
Robertson Stephens Wealth Management
California
$553K -$50.2K -304 -7%
WANY
1258
Wealthspire Advisors (New York)
New York
$553K +$107K +649 +19%
PIM
1259
Perpetual Investment Management
Australia
$552K -$29.2K -177 -4%
OPS
1260
Orion Portfolio Solutions
Nebraska
$549K -$265K -1,607 -29%
FFMBT
1261
First Farmers & Merchants Bank Trust
Tennessee
$549K -$49.6K -300 -7%
T
1262
TNF
Montana
$547K
TWM
1263
Titus Wealth Management
California
$547K +$335K +2,030 +106%
OC
1264
Oakworth Capital
Alabama
$546K -$11.9K -72 -2%
PTP
1265
Platform Technology Partners
New York
$545K +$6.28K +38 +1%
VWM
1266
Venturi Wealth Management
Texas
$543K -$248K -1,500 -28%
MIM
1267
MTM Investment Management
South Carolina
$541K -$5.78K -35 -0.9%
TIM
1268
Thompson Investment Management
Wisconsin
$541K +$192K +1,160 +42%
RCM
1269
RB Capital Management
Nevada
$540K +$18.8K +114 +3%
FAFN
1270
First Affirmative Financial Network
Colorado
$535K -$16K -97 -2%
CANC
1271
Culbertson A N & Co
Virginia
$535K
KFS
1272
Kurt F. Somerville
$530K -$33K -200 -5%
TW
1273
Transform Wealth
Colorado
$529K +$17.8K +108 +3%
RIA
1274
Richwood Investment Advisors
Ohio
$527K +$19.8K +120 +3%
CIC
1275
Carnegie Investment Counsel
Ohio
$527K +$139K +842 +28%

AXP Hedge Fund Activity: Q2 2022 in Review

1,970 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2022, worth a combined $87.8B — down 46% from $164B a quarter earlier.

Sellers outnumbered buyers: 183 funds closed out of AXP and 117 opened new positions — a net loss of 66 holders — while 765 trimmed existing stakes and 706 added.

The largest buyer was Renaissance Technologies, adding an estimated $436M. The largest seller was Wellington Management Group, cutting an estimated $805M.

  • 1,970 institutional investors held American Express (AXP) as of Q2 2022, down from 2,064 in Q1 2022.
  • Funds reported $87.8B of American Express stock for Q2 2022, down 46% quarter-over-quarter.
  • 117 funds opened new American Express positions in Q2 2022 and 183 closed out, a net change of -66 holders.
  • The largest American Express buyer in Q2 2022 was Renaissance Technologies, an estimated $436M added.
  • The largest American Express seller in Q2 2022 was Wellington Management Group, an estimated $805M sold.

Based on aggregated 13F filings for Q2 2022.