We are live on ! Find out more
AXP icon

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
GDP
1526
Great Diamond Partners
Maine
$398K -$11.2K -62 -3%
Rafferty Asset Management
1527
Rafferty Asset Management
New York
$398K +$385K +2,131 New
DCM
1528
Donaldson Capital Management
Indiana
$397K +$383K +2,122 New
ESB
1529
Essex Savings Bank
Connecticut
$396K +$2.35K +13 +0.6%
TFA
1530
Toth Financial Advisory
Virginia
$395K +$361 +2 +0.1%
WDG
1531
Wealth Dimensions Group
Ohio
$395K +$16.3K +90 +4%
HA
1532
HC Advisors
Georgia
$394K +$181 +1 +0%
DIM
1533
Delta Investment Management
California
$392K
BWM
1534
BNC Wealth Management
Oregon
$392K +$29.6K +164 +8%
DGAM
1535
Desjardins Global Asset Management
Quebec, Canada
$390K -$22.8K -126 -6%
AP
1536
Adero Partners
California
$390K -$4.7K -26 -1%
KMWM
1537
Keudell/Morrison Wealth Management
Oregon
$390K -$3.61K -20 -1%
PCMC
1538
Private Capital Management (Colorado)
Colorado
$388K +$10.1K +56 +3%
HC
1539
Hamilton Capital
Ohio
$387K -$370K -2,051 -50%
WCM
1540
Whitener Capital Management
North Carolina
$385K -$16.3K -90 -4%
KPW
1541
Kore Private Wealth
New York
$385K +$23.7K +131 +7%
TWM
1542
Tradition Wealth Management
Minnesota
$384K -$361 -2 -0.1%
RCA
1543
Ranch Capital Advisors
Florida
$384K
CST
1544
Charles Schwab Trust
Nevada
$383K
GIM
1545
Greylin Investment Management
Virginia
$383K
TCM
1546
Triumph Capital Management
Colorado
$382K +$722 +4 +0.2%
WA
1547
Waddell & Associates
Tennessee
$382K +$369K +2,043 New
BAS
1548
Brown Advisory Securities
Maryland
$381K -$217K -1,200 -37%
FB
1549
First Bancorp
Maine
$380K +$11.7K +65 +3%
PFS
1550
Physicians Financial Services
North Carolina
$378K +$3.61K +20 +1%

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.