We are live on ! Find out more
AXP icon

American Express

1,970 hedge funds and large institutions have $87.8B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 706 increasing their positions, 765 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% less ownership

Funds ownership: 84.79%84.23% (-0.55%)

5% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.54B

8% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 765

5% less funds holding

Funds holding: 2,0641,970 (-94)

33% less funds holding in top 10

Funds holding in top 10: 6342 (-21)

36% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 183

46% less capital invested

Capital invested by funds: $164B → $87.8B (-$76.1B)

Holders
1,970
Holders Change
-94
Holders Change %
-4.55%
% of All Funds
33.18%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
117
Increased
706
Reduced
765
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$72.1M
Net Calls Change
+$1.15B
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1701
Gerber Kawasaki Wealth & Investment Management
California
$222K +$20.2K +122 +8%
SFS
1702
Solitude Financial Services
Virginia
$222K +$69.4K +420 +36%
CCM
1703
CTC Capital Management
Illinois
$222K +$264K +1,600 New
BBNB
1704
Baker Boyer National Bank
Washington
$221K
SMC
1705
Smith, Moore & Co
Missouri
$221K
CAAS
1706
Capital Asset Advisory Services
Michigan
$221K +$1.32K +8 +0.5%
ISWM
1707
Independent Solutions Wealth Management
New York
$220K
AWM
1708
Accel Wealth Management
Iowa
$219K -$15.9K -96 -6%
MSCM
1709
McElhenny Sheffield Capital Management
Texas
$219K
FF
1710
FourThought Financial
Florida
$219K +$27.4K +166 +12%
JSW
1711
Journey Strategic Wealth
New Jersey
$218K -$111K -671 -30%
SGK
1712
Steigerwald Gordon & Koch
Virginia
$218K
AWA
1713
Acorn Wealth Advisors
Michigan
$218K +$165 +1 +0.1%
ASFA
1714
All Season Financial Advisors
Colorado
$217K -$14K -85 -5%
KTC
1715
Kistler-Tiffany Companies
Pennsylvania
$217K
NB
1716
Northwest Bancshares
Pennsylvania
$217K
RWB
1717
RMR Wealth Builders
New Jersey
$217K +$9.58K +58 +4%
RIM
1718
Reliant Investment Management
Tennessee
$216K -$4.96K -30 -2%
FANJ
1719
Financial Architects (New Jersey)
New Jersey
$216K +$5.78K +35 +2%
TSS
1720
Two Sigma Securities
New York
$215K -$1.99M -12,042 -89%
T
1721
TCWP
Ohio
$214K +$130K +785 +103%
ASA
1722
Armstrong Shaw Associates
Connecticut
$213K
RPCONE
1723
Retirement Planning Company of New England
Rhode Island
$213K
WWM
1724
Wolff Wiese Magana
California
$212K -$42K -254 -14%
RIA
1725
Regal Investment Advisors
Michigan
$212K +$252K +1,528 New

AXP Hedge Fund Activity: Q2 2022 in Review

1,970 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2022, worth a combined $87.8B — down 46% from $164B a quarter earlier.

Sellers outnumbered buyers: 183 funds closed out of AXP and 117 opened new positions — a net loss of 66 holders — while 765 trimmed existing stakes and 706 added.

The largest buyer was Renaissance Technologies, adding an estimated $436M. The largest seller was Wellington Management Group, cutting an estimated $805M.

  • 1,970 institutional investors held American Express (AXP) as of Q2 2022, down from 2,064 in Q1 2022.
  • Funds reported $87.8B of American Express stock for Q2 2022, down 46% quarter-over-quarter.
  • 117 funds opened new American Express positions in Q2 2022 and 183 closed out, a net change of -66 holders.
  • The largest American Express buyer in Q2 2022 was Renaissance Technologies, an estimated $436M added.
  • The largest American Express seller in Q2 2022 was Wellington Management Group, an estimated $805M sold.

Based on aggregated 13F filings for Q2 2022.