We are live on ! Find out more
AXP icon

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
ZIG
1426
Zullo Investment Group
Pennsylvania
$334K +$2.27K +15 +0.6%
FWIA
1427
Fort Washington Investment Advisors
Ohio
$334K +$40.3K +266 +12%
BSB
1428
Bangor Savings Bank
Maine
$333K
SCM
1429
Stonebridge Capital Management
California
$332K -$66.6K -440 -15%
WKSWA
1430
White Knight Strategic Wealth Advisors
New Jersey
$332K
MIC
1431
Means Investment Company
Maine
$332K +$454 +3 +0.1%
NICM
1432
Neo Ivy Capital Management
New York
$331K +$305K +2,017 +462%
MFA
1433
Mayflower Financial Advisors
Massachusetts
$330K +$9.84K +65 +3%
GLLW
1434
Graves Light Lenhart Wealth
Virginia
$329K
PC
1435
Port Capital
Illinois
$329K +$55.4K +366 +18%
MFT
1436
Moisand Fitzgerald Tamayo
Florida
$327K +$1.06K +7 +0.3%
DAS
1437
Dynamic Advisor Solutions
Arizona
$325K -$48.1K -318 -12%
LIA
1438
LS Investment Advisors
Michigan
$325K
WIM
1439
Wittenberg Investment Management
Massachusetts
$325K
CIM
1440
Confluence Investment Management
Missouri
$324K
PG
1441
Patten Group
Tennessee
$324K
DIP
1442
DT Investment Partners
Pennsylvania
$323K -$269K -1,780 -43%
RW
1443
REDW Wealth
New Mexico
$323K -$18.2K -120 -5%
DI
1444
DFPG Investments
Utah
$323K
WIA
1445
Westbourne Investment Advisors
Maryland
$322K +$361K +2,388 New
IAN
1446
Integrated Advisors Network
Texas
$321K -$152K -1,003 -30%
CCA
1447
Childress Capital Advisors
Texas
$321K -$33.5K -221 -9%
WCG
1448
Weaver Consulting Group
California
$317K -$1.06K -7 -0.3%
GWANC
1449
Guardian Wealth Advisors (North Carolina)
North Carolina
$316K +$18.5K +122 +5%
JFA
1450
JNBA Financial Advisors
Minnesota
$315K -$15.1K -100 -4%

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.