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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
SC
1426
Sierra Capital
Florida
$371K -$5.45K -33 -1%
LSPW
1427
Lake Street Private Wealth
Illinois
$371K +$64.1K +388 +17%
HAIM
1428
Hunter Associates Investment Management
Pennsylvania
$370K +$41.1K +249 +10%
KA
1429
Kozak & Associates
Colorado
$369K +$1.16K +7 +0.3%
SFI
1430
SPC Financial Inc
Maryland
$369K +$13.2K +80 +3%
CAL
1431
Capital Analysts LLC
Pennsylvania
$367K +$9.74K +59 +2%
CPIG
1432
Chicago Partners Investment Group
Illinois
$367K +$14.5K +88 +4%
AWA
1433
Arkadios Wealth Advisors
Georgia
$366K -$53.8K -326 -11%
RIG
1434
Roosevelt Investment Group
New York
$366K +$991 +6 +0.2%
MAM
1435
McLean Asset Management
Virginia
$365K -$2.81K -17 -0.6%
IIC
1436
Integrated Investment Consultants
Michigan
$364K -$59K -357 -12%
VFA
1437
Voya Financial Advisors
Connecticut
$364K -$50.5K -306 -10%
BA
1438
Ballast Advisors
Minnesota
$364K +$661 +4 +0.2%
EP
1439
Edgestream Partners
New Jersey
$364K +$187K +1,133 +76%
PCMC
1440
Paragon Capital Management (Colorado)
Colorado
$362K
KF
1441
Krilogy Financial
Missouri
$362K +$9.58K +58 +2%
CIA
1442
Caerus Investment Advisors
Texas
$360K
WB
1443
Webster Bank
Connecticut
$360K
SLA
1444
Silver Lake Advisory
Utah
$360K +$330 +2 +0.1%
MA
1445
MCF Advisors
Kentucky
$356K -$17.5K -106 -4%
DSC
1446
Duncker Streett & Co
Missouri
$353K
CHP
1447
Cable Hill Partners
Oregon
$352K -$8.09K -49 -2%
RHAM
1448
Round Hill Asset Management
California
$350K
RW
1449
REDW Wealth
New Mexico
$348K
PWP
1450
Pursue Wealth Partners
California
$347K -$330K -2,000 -44%

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.