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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
SOS
1701
Silver Oak Securities
Tennessee
$282K +$277K +1,533 New
KIC
1702
Keating Investment Counselors
Florida
$281K
PAS
1703
Professional Advisory Services
Florida
$281K
TWP
1704
Tempus Wealth Planning
California
$281K +$271K +1,502 New
RWB
1705
RMR Wealth Builders
New Jersey
$281K +$272K +1,505 New
MCM
1706
Mengis Capital Management
Oregon
$280K
EP
1707
Edgestream Partners
New Jersey
$279K -$1.94M -10,746 -88%
IB
1708
Intrust Bank
Kansas
$279K -$181 -1 -0.1%
DAM
1709
Delta Asset Management
Tennessee
$278K
PWS
1710
Peterson Wealth Services
Utah
$278K +$5.24K +29 +2%
BCA
1711
Bay Colony Advisors
Massachusetts
$278K +$33K +183 +14%
SG
1712
StoneX Group
New York
$278K -$13K -72 -5%
VCM
1713
Virtue Capital Management
Tennessee
$277K -$112K -618 -29%
CHC
1714
City Holding Co
West Virginia
$277K -$5.24K -29 -2%
BCM
1715
BlueCrest Capital Management
Jersey
$277K +$267K +1,479 New
GKWIM
1716
Gerber Kawasaki Wealth & Investment Management
California
$276K -$35.4K -196 -12%
CBFP
1717
Cedar Brook Financial Partners
Ohio
$276K +$15.9K +88 +6%
PCP
1718
Proficio Capital Partners
Massachusetts
$275K -$98.4K -545 -27%
LC
1719
Lindbrook Capital
California
$274K +$9.03K +50 +4%
LFA
1720
Legacy Financial Advisors
Kentucky
$274K +$264K +1,463 New
EFSCE
1721
Enterprise Financial Services Corp (EFSC)
Missouri
$273K +$4.33K +24 +2%
AWA
1722
Amplius Wealth Advisors
Pennsylvania
$273K +$11K +61 +4%
ECAM
1723
East Coast Asset Management
Massachusetts
$270K
M
1724
MOTCO
Texas
$270K +$31.6K +175 +14%
GTAM
1725
Global Trust Asset Management
Florida
$270K +$87.4K +484 +50%

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.