We are live on ! Find out more
AXP icon

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
DA
1351
Doliver Advisors
Texas
$449K -$16.5K -100 -3%
BWP
1352
BSW Wealth Partners
Colorado
$448K -$52.2K -316 -9%
BCM
1353
BTR Capital Management
California
$447K -$12.4K -75 -2%
MA
1354
Mezzasalma Advisors
New Jersey
$447K +$34.4K +208 +7%
FW
1355
FirstPurpose Wealth
Utah
$445K +$34.2K +207 +7%
FP
1356
Factorial Partners
New York
$444K
FWTB
1357
First Western Trust Bank
Colorado
$441K -$20.5K -124 -4%
CWM
1358
Cornerstone Wealth Management
Missouri
$440K +$69.7K +422 +15%
ATPW
1359
Ashton Thomas Private Wealth
Arizona
$439K -$6.44K -39 -1%
CC
1360
Cipher Capital
New York
$439K +$524K +3,170 New
H
1361
HoyleCohen
California
$434K -$62.9K -381 -11%
CYG
1362
Clean Yield Group
Vermont
$434K -$16.5K -100 -3%
CRC
1363
Curi RMB Capital
Illinois
$434K +$15.2K +92 +3%
AFC
1364
AFT Forsyth & Company
Florida
$432K +$4.96K +30 +1%
BWM
1365
Buckley Wealth Management
Nevada
$431K -$5.12K -31 -1%
HA
1366
Herold Advisors
New York
$429K +$16.5K +100 +3%
LJAC
1367
L.J. Altfest & Co
New York
$427K
SMH
1368
Sanders Morris Harris
Texas
$427K
AI
1369
Accredited Investors
Minnesota
$425K -$991 -6 -0.2%
NP
1370
NorthRock Partners
Minnesota
$424K -$113K -683 -18%
SRC
1371
Shufro Rose & Co
New York
$424K
EI
1372
Ellevest Inc
New York
$424K +$37.3K +226 +8%
VF
1373
Virtu Financial
New York
$424K +$506K +3,062 New
APW
1374
Acima Private Wealth
Virginia
$424K
AIM
1375
Acropolis Investment Management
Missouri
$423K +$2.15K +13 +0.4%

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.