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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
PCMC
1401
Paragon Capital Management (Colorado)
Colorado
$352K
LFM
1402
LGT Fund Management
Liechtenstein
$351K -$1.14M -7,532 -74%
CPIG
1403
Chicago Partners Investment Group
Illinois
$350K -$151 -1 -0%
WB
1404
Webster Bank
Connecticut
$350K
SLA
1405
Silver Lake Advisory
Utah
$350K +$454 +3 +0.1%
T
1406
TOBAM
France
$348K -$30.9K -204 -7%
AWM
1407
Atticus Wealth Management
Florida
$347K
FCAG
1408
First Capital Advisors Group
New Jersey
$346K -$324K -2,139 -45%
SB
1409
Strategic Blueprint
Georgia
$345K +$50.6K +334 +15%
DSC
1410
Duncker Streett & Co
Missouri
$344K
TC
1411
Titleist Capital
Texas
$341K +$3.48K +23 +0.9%
SFS
1412
Solitude Financial Services
Virginia
$341K +$141K +929 +58%
RHAM
1413
Round Hill Asset Management
California
$340K
HDIM
1414
Hanson & Doremus Investment Management
Vermont
$339K +$21.8K +144 +6%
CWG
1415
Cornerstone Wealth Group
North Carolina
$338K +$3.33K +22 +0.9%
VCM
1416
Vigilant Capital Management
Maine
$337K -$28.6K -189 -7%
HIM
1417
Harbour Investment Management
Washington
$337K
PWP
1418
Pursue Wealth Partners
California
$337K
AC
1419
Addison Capital
Pennsylvania
$336K
EWM
1420
Empirical Wealth Management
Washington
$336K +$15.7K +104 +4%
IIC
1421
Integrated Investment Consultants
Michigan
$335K -$21.6K -143 -5%
NAMP
1422
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$335K +$15.1K +100 +4%
EP
1423
Eudaimonia Partners
Tennessee
$334K -$2.3M -15,180 -86%
LSPW
1424
Lake Street Private Wealth
Illinois
$334K -$30.3K -200 -7%
SCA
1425
Sippican Capital Advisors
Massachusetts
$334K

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.