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American Express

2,063 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, 807 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: 1,9992,063 (+64)

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: 807

50% less call options, than puts

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

Holders
2,063
Holders Change
+64
Holders Change %
+3.2%
% of All Funds
32.54%
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
807
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
SB
1501
Strategic Blueprint
Georgia
$422K +$48.9K +271 +14%
OTL
1502
Oak Thistle LLC
New York
$422K +$408K +2,258 New
LFAS
1503
Level Four Advisory Services
Texas
$421K +$361 +2 +0.1%
JSW
1504
Journey Strategic Wealth
New Jersey
$419K -$7.22K -40 -2%
CIA
1505
Caerus Investment Advisors
Texas
$419K
FA
1506
Financial Advisors
Massachusetts
$419K
FCM
1507
Fairbanks Capital Management
California
$418K -$22.2K -123 -5%
KFA
1508
Krane Funds Advisors
New York
$418K -$13.4K -74 -3%
QPW
1509
Quantum Private Wealth
Florida
$418K
WPC
1510
Waters Parkerson & Co
Louisiana
$417K -$7.04K -39 -2%
HI
1511
Humankind Investments
New York
$416K -$35K -194 -8%
AWM
1512
Aberdeen Wealth Management
Illinois
$415K
CT
1513
Columbia Trust
Oregon
$414K +$12.3K +68 +3%
CG
1514
Carmignac Gestion
France
$413K +$399K +2,207 New
ONGA
1515
O'Neil Global Advisors
California
$411K +$397K +2,200 New
MFG
1516
MidWestOne Financial Group
Iowa
$409K
MTIC
1517
Missouri Trust & Investment Company
Missouri
$408K -$63.4K -351 -14%
HIA
1518
Harbor Investment Advisory
Maryland
$405K +$21.1K +117 +6%
ATC
1519
Adirondack Trust Company
New York
$405K +$82.9K +459 +27%
Kayne Anderson Rudnick Investment Management
1520
Kayne Anderson Rudnick Investment Management
California
$403K -$2.71K -15 -0.7%
EDRH
1521
Edmond de Rothschild Holding
Switzerland
$402K -$1.87M -10,343 -83%
NLP
1522
Next Level Private
New York
$402K
9WM
1523
9258 Wealth Management
Ohio
$401K -$1.81K -10 -0.5%
SFG
1524
StrategIQ Financial Group
Indiana
$400K +$361 +2 +0.1%
SWM
1525
Silverlake Wealth Management
Vermont
$398K

AXP Hedge Fund Activity: Q1 2022 in Review

2,063 of the 6,340 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 807 trimmed.

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

  • 2,063 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.