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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
MLA
1576
My Legacy Advisors
Oregon
$357K +$345K +1,910 New
EA
1577
Echo45 Advisors
California
$356K -$53.5K -296 -13%
HFS
1578
Hantz Financial Services
Michigan
$356K -$2.53K -14 -0.7%
SSA
1579
Schonfeld Strategic Advisors
New York
$355K -$23.3M -128,892 -99%
SWMP
1580
Signature Wealth Management Partners
New Jersey
$355K -$181K -1,000 -35%
WCM
1581
Windsor Capital Management
Arizona
$355K +$181 +1 +0.1%
DDPIC
1582
Deroy & Devereaux Private Investment Counsel
Michigan
$355K +$90.3K +500 +36%
ACM
1583
Allred Capital Management
Texas
$354K -$12.6K -70 -4%
MA
1584
MJP Associates
Connecticut
$354K +$342K +1,894 New
TIA
1585
Traphagen Investment Advisors
New Jersey
$353K -$48.6K -269 -16%
ED
1586
Exane Derivatives
France
$352K -$379K -2,101 -53%
SCA
1587
Stonebridge Capital Advisors
Minnesota
$351K -$51.5K -285 -13%
WTB
1588
Washington Trust Bank
Washington
$351K -$9.39K -52 -3%
BLC
1589
Brown, Lisle/Cummings
Rhode Island
$351K
VV
1590
Verity & Verity
South Carolina
$350K
RF
1591
Resolute Financial
Massachusetts
$349K
TA
1592
Trellis Advisors
Washington
$349K +$8.85K +49 +3%
PP
1593
PDS Planning
Ohio
$349K +$36.3K +201 +12%
PC
1594
Port Capital
Illinois
$349K +$36.3K +201 +12%
WCM
1595
Washington Capital Management
Washington
$348K
SWA
1596
Sax Wealth Advisors
New Jersey
$348K +$181 +1 +0.1%
CH
1597
Canton Hathaway
Rhode Island
$347K
VWM
1598
Valley Wealth Managers
New Jersey
$347K
RWP
1599
Ridgecrest Wealth Partners
California
$345K -$9.03K -50 -3%
FCA
1600
FinTrust Capital Advisors
South Carolina
$345K +$15.2K +84 +5%

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.