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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
GWMIA
1326
Global Wealth Management Investment Advisory
Florida
$595K -$18.1K -100 -3%
ITIM
1327
Indiana Trust & Investment Management
Indiana
$595K -$10.7K -59 -2%
HWA
1328
Heritage Wealth Advisors
Virginia
$593K
SPWM
1329
Spartan Planning & Wealth Management
North Carolina
$592K +$572K +3,167 New
TYCC
1330
Texas Yale Capital Corp
Florida
$588K +$60.5K +335 +12%
BWM
1331
Buckley Wealth Management
Nevada
$587K -$218K -1,209 -28%
PGH
1332
Partners Group Holding
Switzerland
$587K -$144K -796 -20%
YIH
1333
Y-Intercept (HK)
Hong Kong
$584K -$1.75M -9,688 -76%
MFG
1334
Magnus Financial Group
New York
$583K +$12.1K +67 +2%
WW
1335
Waterfront Wealth
Kansas
$583K +$291K +1,611 +105%
QPWM
1336
Quadrant Private Wealth Management
Pennsylvania
$582K -$27.3K -151 -5%
CA
1337
Cambridge Advisors
Nebraska
$582K
AFC
1338
AFT Forsyth & Company
Florida
$577K -$470K -2,600 -46%
LJAC
1339
L.J. Altfest & Co
New York
$576K
AI
1340
Accredited Investors
Minnesota
$575K +$2.71K +15 +0.5%
CWM
1341
Congress Wealth Management
Massachusetts
$573K -$138K -765 -20%
APW
1342
Acima Private Wealth
Virginia
$572K
SRC
1343
Shufro Rose & Co
New York
$572K +$5.06K +28 +0.9%
WPC
1344
Wedmont Private Capital
Pennsylvania
$570K +$201K +1,113 +58%
AIM
1345
Acropolis Investment Management
Missouri
$569K -$92.1K -510 -14%
SMH
1346
Sanders Morris Harris
Texas
$569K
CRC
1347
Curi RMB Capital
Illinois
$568K -$316K -1,750 -37%
EFL
1348
ERn Financial LLC
Wisconsin
$567K +$13.7K +76 +3%
MCM
1349
Maryland Capital Management
Maryland
$565K -$4.51K -25 -0.8%
PL
1350
Plancorp LLC
Missouri
$565K +$28.7K +159 +6%

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.