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
BOPW
1551
Brandywine Oak Private Wealth
Pennsylvania
$264K -$5.6K -37 -2%
DGAM
1552
Desjardins Global Asset Management
Quebec, Canada
$264K +$8.17K +54 +3%
PAMG
1553
Patton Albertson Miller Group
Tennessee
$263K -$10.6K -70 -3%
EDRH
1554
Edmond de Rothschild Holding
Switzerland
$263K +$2.27K +15 +0.8%
KTC
1555
Kistler-Tiffany Companies
Pennsylvania
$263K +$58.3K +385 +25%
AIM
1556
Allen Investment Management
New York
$262K
RPC
1557
Rossmore Private Capital
Connecticut
$262K +$42.2K +279 +17%
BWFA
1558
Baltimore-Washington Financial Advisors
Maryland
$261K
IFO
1559
Independent Family Office
New York
$261K
WAP
1560
Wealthcare Advisory Partners
Pennsylvania
$261K +$46.6K +308 +19%
HCM
1561
Howland Capital Management
Massachusetts
$260K -$1.36K -9 -0.5%
SDWMA
1562
Schneider Downs Wealth Management Advisors
Pennsylvania
$259K +$2.88K +19 +1%
ACM
1563
AUA Capital Management
Pennsylvania
$258K -$149K -985 -34%
CIG
1564
Cairn Investment Group
Washington
$256K
SWMP
1565
Signature Wealth Management Partners
New Jersey
$256K
FCM
1566
Fairbanks Capital Management
California
$254K -$10.7K -71 -4%
WCM
1567
Windsor Capital Management
Arizona
$254K -$1.82K -12 -0.6%
SCA
1568
Stonebridge Capital Advisors
Minnesota
$254K +$8.32K +55 +3%
TA
1569
Trellis Advisors
Washington
$253K -$454 -3 -0.2%
VV
1570
Verity & Verity
South Carolina
$253K
WTB
1571
Washington Trust Bank
Washington
$253K
AFP
1572
Ausdal Financial Partners
Iowa
$253K +$1.06K +7 +0.4%
BLC
1573
Brown, Lisle/Cummings
Rhode Island
$253K
FFA
1574
Founders Financial Alliance
North Carolina
$252K -$79.5K -525 -22%
RF
1575
Resolute Financial
Massachusetts
$252K

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.