We are live on ! Find out more
AXP icon

American Express

2,064 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 708 increasing their positions, 808 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

78% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 111

55% more capital invested

Capital invested by funds: $106B → $164B (+$58.4B)

3% more funds holding

Funds holding: 1,9992,064 (+65)

1.05% more ownership

Funds ownership: 83.73%84.79% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 808

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,064
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.55%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
0.99%
New
198
Increased
708
Reduced
808
Closed
111
Calls
$1.25B
Puts
$2.47B
Net Calls
-$1.23B
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1476
Palladium Partners
Virginia
$439K -$10.1K -56 -2%
MFC
1477
Mechanics Financial Corp
Ohio
$439K -$6.32K -35 -1%
APP
1478
Avantax Planning Partners
Iowa
$439K +$1.26K +7 +0.3%
JFA
1479
JNBA Financial Advisors
Minnesota
$438K -$9.39K -52 -2%
SAM
1480
Strategy Asset Managers
California
$437K -$1.17M -6,496 -74%
WIA
1481
Westbourne Investment Advisors
Maryland
$437K -$12.6K -70 -3%
PG
1482
Patten Group
Tennessee
$436K
CBT
1483
Central Bank & Trust
Kentucky
$432K -$176K -973 -30%
DMBA
1484
Deseret Mutual Benefit Administrators
Utah
$431K -$105K -582 -20%
BOPW
1485
Brandywine Oak Private Wealth
Pennsylvania
$430K -$14.8K -82 -3%
CHAM
1486
Clear Harbor Asset Management
Connecticut
$430K
OPOWM
1487
One Plus One Wealth Management
Florida
$430K
MW
1488
Marcum Wealth
Ohio
$430K +$4.51K +25 +1%
BPC
1489
Banque Pictet & Cie
Switzerland
$430K +$415K +2,300 New
HA
1490
HFG Advisors
Ohio
$429K +$414K +2,292 New
MRCM
1491
M&R Capital Management
New Jersey
$428K +$361 +2 +0.1%
LSPW
1492
Lake Street Private Wealth
Illinois
$428K +$188K +1,040 +83%
CQS
1493
Credential Qtrade Securities
$426K +$12.6K +70 +3%
PGAM
1494
Princeton Global Asset Management
New Jersey
$424K -$163K -900 -28%
PAMG
1495
Patton Albertson Miller Group
Tennessee
$424K -$903 -5 -0.2%
1WM
1496
1900 Wealth Management
Texas
$424K +$20K +111 +5%
ACI
1497
Alpha Cubed Investments
California
$424K +$45.1K +250 +12%
ATFA
1498
All Terrain Financial Advisors
Minnesota
$422K
OAM
1499
Oak Asset Management
California
$422K
RW
1500
Rede Wealth
Virginia
$422K +$2.17K +12 +0.5%

AXP Hedge Fund Activity: Q1 2022 in Review

2,064 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2022, worth a combined $164B — up 55% from $106B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new AXP positions and 111 closed out — a net gain of 87 holders — while 708 added to existing stakes and 808 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,064 institutional investors held American Express (AXP) as of Q1 2022, up from 1,999 in Q4 2021.
  • Funds reported $164B of American Express stock for Q1 2022, up 55% quarter-over-quarter.
  • 198 funds opened new American Express positions in Q1 2022 and 111 closed out, a net change of +87 holders.
  • The largest American Express buyer in Q1 2022 was JP Morgan Chase, an estimated $652M added.
  • The largest American Express seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $340M sold.

Based on aggregated 13F filings for Q1 2022.