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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
MA
1276
Mezzasalma Advisors
New Jersey
$469K +$37.5K +248 +8%
CTA
1277
Colonial Trust Advisors
South Carolina
$469K +$526K +3,476 New
BA
1278
Bellwether Advisors
Nebraska
$467K -$39.1K -258 -7%
ZCA
1279
Zeke Capital Advisors
Pennsylvania
$467K -$6.21K -41 -1%
CBT
1280
CoreFirst Bank & Trust
Kansas
$465K -$40.4K -267 -7%
DWM
1281
Defined Wealth Management
Oregon
$465K
SFG
1282
Summit Financial Group
West Virginia
$465K
CNBTD
1283
Citizens National Bank Trust Department
Mississippi
$465K +$201K +1,325 +63%
ACS
1284
Archford Capital Strategies
Illinois
$464K +$6.05K +40 +1%
JWBC
1285
John W. Bristol & Co
New York
$461K
VWM
1286
Venturi Wealth Management
Texas
$460K -$75.7K -500 -13%
SRAM
1287
Spouting Rock Asset Management
Pennsylvania
$460K +$516K +3,407 New
RI
1288
Ridgewood Investments
New Jersey
$459K
FWTB
1289
First Western Trust Bank
Colorado
$458K +$35.1K +232 +7%
FHA
1290
First Horizon Advisors
Tennessee
$457K -$61.6K -407 -11%
CI
1291
CX Institutional
Indiana
$456K -$1.33M -8,812 -72%
HFM
1292
Hartford Financial Management
Connecticut
$454K
BIM
1293
Barton Investment Management
Pennsylvania
$453K
RP
1294
Riverbridge Partners
Minnesota
$452K
MFG
1295
Magnus Financial Group
New York
$449K -$9.23K -61 -2%
MA
1296
MCF Advisors
Kentucky
$449K +$116K +765 +30%
HWM
1297
Horizon Wealth Management
Illinois
$448K -$16.5K -109 -3%
WC
1298
Wexford Capital
Florida
$445K +$500K +3,300 New
PO
1299
Private Ocean
California
$443K -$151 -1 -0%
SVCP
1300
Silicon Valley Capital Partners
California
$443K +$496K +3,280 New

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.