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
NA
1601
Nottingham Advisors
New York
$344K
AAS
1602
Annex Advisory Services
Wisconsin
$343K -$449K -2,487 -58%
SWM
1603
Stockman Wealth Management
Montana
$343K
BCM
1604
BTC Capital Management
Iowa
$342K
NCM
1605
Northside Capital Management
Oregon
$338K
MPPLM
1606
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$338K +$27.8K +154 +9%
CNBTD
1607
Citizens National Bank Trust Department
Mississippi
$338K +$54.2K +300 +18%
FBT
1608
First Bankers Trust
Kentucky
$337K -$72.2K -400 -18%
FFA
1609
Founders Financial Alliance
North Carolina
$337K -$2.53K -14 -0.8%
JDR
1610
Jay D. Rosenbaum
$337K
FM
1611
Foster & Motley
Ohio
$337K +$16.6K +92 +5%
WAOTB
1612
Wealth Advisors of Tampa Bay
Florida
$336K -$70.4K -390 -18%
SWA
1613
Stratos Wealth Advisors
Ohio
$336K +$1.81K +10 +0.6%
ACM
1614
AlphaCrest Capital Management
New York
$334K -$4.92M -27,259 -94%
WWM
1615
Wolff Wiese Magana
California
$334K -$8.31K -46 -3%
MFG
1616
Menard Financial Group
Texas
$334K +$323K +1,788 New
FBFS
1617
First Business Financial Services
Wisconsin
$333K +$27.1K +150 +9%
HWA
1618
HCR Wealth Advisors
California
$332K
SW
1619
Solidarity Wealth
Utah
$332K +$321K +1,775 New
NRI
1620
NFP Retirement Inc
California
$331K +$320K +1,772 New
HWA
1621
HHM Wealth Advisors
Tennessee
$331K
CS
1622
Comerica Securities
Michigan
$330K +$46.8K +259 +17%
DA
1623
DSC Advisors
Illinois
$330K +$319K +1,766 New
WFI
1624
West Family Investments
California
$328K
KLI
1625
Kelman-Lazarov Inc
Tennessee
$327K

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.