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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
MSA
1451
Marino Stram & Associates
Massachusetts
$314K +$5.45K +36 +2%
EFG
1452
Everhart Financial Group
Ohio
$314K +$96.1K +635 +37%
AP
1453
Adero Partners
California
$313K +$5.6K +37 +2%
WA
1454
Wealth Architects
California
$312K -$16.8K -111 -5%
CCA
1455
Cadent Capital Advisors
Oklahoma
$312K +$151 +1 +0%
MWM
1456
Merriman Wealth Management
Washington
$312K +$350K +2,315 New
NLP
1457
Next Level Private
New York
$311K -$3.09M -20,407 -90%
ATC
1458
Adirondack Trust Company
New York
$311K +$10.1K +67 +3%
BDF
1459
Balasa Dinverno & Foltz
$311K +$97.6K +645 +39%
MBTD
1460
Mechanics Bank - Trust Department
California
$310K -$7.57K -50 -2%
CHAM
1461
Clear Harbor Asset Management
Connecticut
$310K -$4.09K -27 -1%
OPOWM
1462
One Plus One Wealth Management
Florida
$310K
VWA
1463
V Wealth Advisors
Kansas
$309K -$326K -2,153 -48%
SPWG
1464
Sage Private Wealth Group
Illinois
$309K -$1.51K -10 -0.4%
BG
1465
Benedetti & Gucer
Georgia
$309K
HA
1466
HFG Advisors
Ohio
$309K
MRCM
1467
M&R Capital Management
New Jersey
$309K +$303 +2 +0.1%
RMDI
1468
R.M. Davis Inc
Maine
$308K +$125K +823 +56%
BWP
1469
BSW Wealth Partners
Colorado
$307K -$145K -959 -30%
CT
1470
Columbia Trust
Oregon
$306K -$3.63K -24 -1%
FA
1471
Financial Advisors
Massachusetts
$306K
GA
1472
Geller Advisors
New York
$306K
PGAM
1473
Princeton Global Asset Management
New Jersey
$306K
MTIC
1474
Missouri Trust & Investment Company
Missouri
$305K -$2.88K -19 -0.8%
ATFA
1475
All Terrain Financial Advisors
Minnesota
$305K

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.