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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
MAA
1376
Matrix Asset Advisors
New York
$375K
CA
1377
CapWealth Advisors
Tennessee
$374K
CAL
1378
Capital Analysts LLC
Pennsylvania
$373K +$18.2K +120 +5%
BHB
1379
Bank Hapoalim BM
Israel
$372K
MW
1380
Marcum Wealth
Ohio
$371K -$195K -1,290 -32%
MAM
1381
McLean Asset Management
Virginia
$371K +$4.09K +27 +1%
PGH
1382
Partners Group Holding
Switzerland
$370K
PTB
1383
Pioneer Trust Bank
Oregon
$368K -$21.2K -140 -5%
LWM
1384
Laidlaw Wealth Management
New York
$367K -$605K -3,999 -59%
KA
1385
Kozak & Associates
Colorado
$366K +$1.21K +8 +0.3%
CA
1386
Claris Advisors
Missouri
$365K +$151 +1 +0%
RCG
1387
Regatta Capital Group
California
$365K +$117K +775 +42%
MMG
1388
Monetary Management Group
Missouri
$364K
PHAM
1389
Palisades Hudson Asset Management
Florida
$364K
NSIM
1390
North Star Investment Management
Illinois
$363K -$1.06K -7 -0.3%
FPFS
1391
First Personal Financial Services
North Carolina
$363K +$378K +2,494 +1,247%
GAM
1392
Garrison Asset Management
Arkansas
$362K
TWM
1393
Tradition Wealth Management
Minnesota
$362K +$94.8K +626 +30%
TSWM
1394
Triangle Securities Wealth Management
North Carolina
$361K -$14.4K -95 -3%
HAIM
1395
Hunter Associates Investment Management
Pennsylvania
$360K
SFI
1396
SPC Financial Inc
Maryland
$359K
RIG
1397
Roosevelt Investment Group
New York
$356K
EI
1398
Ellevest Inc
New York
$355K -$65.1K -430 -14%
BA
1399
Ballast Advisors
Minnesota
$354K -$605 -4 -0.2%
KF
1400
Krilogy Financial
Missouri
$352K

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.