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
PCP
1701
Proficio Capital Partners
Massachusetts
$202K +$228K +1,506 New
MCM
1702
Monument Capital Management
Virginia
$201K +$226K +1,493 New
CHC
1703
City Holding Co
West Virginia
$200K
DAM
1704
Delta Asset Management
Tennessee
$200K
LJHT
1705
Laurie J. Hall Trustee
$195K
WWM
1706
Wolff Wiese Magana
California
$194K -$14.1K -93 -6%
CSB
1707
City State Bank
Iowa
$192K -$1.97K -13 -0.9%
Loomis, Sayles & Company
1708
Loomis, Sayles & Company
Massachusetts
$192K +$216K +1,426 New
PP
1709
Paloma Partners
Connecticut
$189K -$5.36M -35,398 -96%
MCM
1710
MV Capital Management
Maryland
$188K +$10.6K +70 +5%
PCA
1711
Providence Capital Advisors
North Carolina
$186K
HWA
1712
HHM Wealth Advisors
Tennessee
$185K -$60.5K -400 -23%
JWA
1713
JFS Wealth Advisors
Pennsylvania
$184K +$15K +99 +8%
TIM
1714
Tortoise Investment Management
New York
$183K
CG
1715
Carmignac Gestion
France
$182K -$88.7K -586 -30%
SC
1716
Sierra Capital
Florida
$179K -$204K -1,347 -50%
ABLA
1717
Alan B. Lancz & Associates
Ohio
$175K
VNA
1718
Valley National Advisers
Pennsylvania
$172K +$303 +2 +0.2%
MAM
1719
Magellan Asset Management
Australia
$170K -$18.5K -122 -9%
Q
1720
QVR
California
$167K -$358K -2,362 -66%
LC
1721
Lindbrook Capital
California
$167K -$39.1K -258 -17%
IBOK
1722
Independence Bank of Kentucky
Kentucky
$166K -$15.1K -100 -8%
MHR
1723
Matthew Hamilton Rosenberg
$166K +$3.33K +22 +2%
QC
1724
Quent Capital
New York
$165K +$29.4K +194 +19%
Pacer Advisors
1725
Pacer Advisors
Pennsylvania
$165K +$38.1K +252 +26%

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.