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
WCM
1576
Washington Capital Management
Washington
$251K
SWA
1577
Sax Wealth Advisors
New Jersey
$251K +$151 +1 +0.1%
NW
1578
NewEdge Wealth
Pennsylvania
$250K -$380K -2,512 -58%
AA
1579
Aire Advisors
California
$249K -$26.2K -173 -9%
NA
1580
Nottingham Advisors
New York
$249K
RWP
1581
Ridgecrest Wealth Partners
California
$249K
FMC
1582
First Merchants Corp
Indiana
$248K -$151 -1 -0.1%
SWM
1583
Stockman Wealth Management
Montana
$248K
APA
1584
Astoria Portfolio Advisors
New York
$248K +$16K +106 +6%
HFM
1585
Hartford Funds Management
Pennsylvania
$248K +$279K +1,841 New
DMBA
1586
Deseret Mutual Benefit Administrators
Utah
$245K -$74.5K -492 -21%
PCM
1587
Parsons Capital Management
Rhode Island
$245K +$151 +1 +0.1%
NCM
1588
Northside Capital Management
Oregon
$244K
CS
1589
Comerica Securities
Michigan
$243K -$1.21K -8 -0.4%
EBA
1590
Eagle Bay Advisors
New York
$242K +$120K +792 +79%
AA
1591
Advisory Alpha
Michigan
$241K +$24.2K +160 +10%
CGFA
1592
Colton Groome Financial Advisors
North Carolina
$240K
LI
1593
LMCG Investments
Massachusetts
$239K -$151 -1 -0.1%
HWA
1594
HCR Wealth Advisors
California
$239K
TIA
1595
Traphagen Investment Advisors
New Jersey
$239K
MAM
1596
Madison Asset Management
Wisconsin
$238K -$99K -654 -27%
ACM
1597
Allred Capital Management
Texas
$238K
KFSC
1598
Keystone Financial Services (Colorado)
Colorado
$237K -$8.02K -53 -3%
LC
1599
LCNB Corp
Ohio
$237K
W
1600
Wealthquest
Ohio
$237K

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.