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
TF
1301
Tompkins Financial
New York
$442K -$75.7K -500 -13%
SAM
1302
SignalPoint Asset Management
Missouri
$442K -$5.15K -34 -1%
AIM
1303
Aspen Investment Management
Michigan
$440K
CRC
1304
Curi RMB Capital
Illinois
$440K +$20K +132 +4%
BCM
1305
BTR Capital Management
California
$439K +$5.6K +37 +1%
NP
1306
NorthRock Partners
Minnesota
$437K +$27.1K +179 +6%
OQS
1307
Occudo Quantitative Strategies
Florida
$435K -$3.51M -23,217 -88%
DA
1308
Doliver Advisors
Texas
$435K -$2.27K -15 -0.5%
TIM
1309
Thompson Investment Management
Wisconsin
$434K -$104K -687 -18%
CWM
1310
Cornerstone Wealth Management
Missouri
$433K +$5K +33 +1%
WB
1311
WesBanco Bank
West Virginia
$432K -$128K -844 -21%
FP
1312
Factorial Partners
New York
$432K
SWM
1313
Scissortail Wealth Management
Oklahoma
$431K
ATPW
1314
Ashton Thomas Private Wealth
Arizona
$428K +$454 +3 +0.1%
CYG
1315
Clean Yield Group
Vermont
$427K +$5.3K +35 +1%
IAIM
1316
International Assets Investment Management
Florida
$427K +$73.9K +488 +18%
JSW
1317
Journey Strategic Wealth
New Jersey
$427K +$242K +1,601 +102%
PIM
1318
Perpetual Investment Management
Australia
$426K -$124K -822 -21%
SMH
1319
Sanders Morris Harris
Texas
$426K
SGI
1320
Summit Global Investments
Utah
$424K -$413K -2,727 -46%
HT
1321
HighTower Trust
Texas
$423K -$1.11M -7,316 -70%
H
1322
HoyleCohen
California
$423K +$303 +2 +0.1%
AFC
1323
AFT Forsyth & Company
Florida
$420K
FPAS
1324
Focus Partners Advisor Solutions
Missouri
$420K +$199K +1,314 +73%
TCM
1325
Triumph Capital Management
Colorado
$419K +$152K +1,006 +48%

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.