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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
CFO
1726
CVA Family Office
Colorado
$165K +$44.7K +295 +32%
RCM
1727
Raleigh Capital Management
North Carolina
$162K +$10.7K +71 +6%
CT
1728
Clearstead Trust
Maine
$161K +$181K +1,194 New
GFPC
1729
Global Financial Private Client
Florida
$159K -$18.5K -122 -10%
FMP
1730
Financial Management Professionals
Texas
$157K +$6.66K +44 +4%
AAP
1731
Arax Advisory Partners
Colorado
$156K
SFO
1732
Standard Family Office
South Dakota
$155K +$174K +1,150 New
EWA
1733
EverSource Wealth Advisors
Alabama
$154K +$60.1K +397 +53%
CL
1734
COWA LLC
Oklahoma
$152K +$171K +1,129 New
NFSG
1735
Newbridge Financial Services Group
Florida
$150K +$24.2K +160 +17%
AIM
1736
Axiom Investment Management
New York
$146K +$165K +1,093 New
BONH
1737
Bank of New Hampshire
New Hampshire
$145K
KFI
1738
Key Financial Inc
Pennsylvania
$143K +$3.48K +23 +2%
Bank of Montreal
1739
Bank of Montreal
Ontario, Canada
$141K +$11.5M +76,048 +11%
WWMSC
1740
Wagner Wealth Management (South Carolina)
South Carolina
$139K -$3.94K -26 -2%
HIIFS
1741
Harel Insurance Investments & Financial Services
Israel
$139K +$1.67K +11 +1%
CAM
1742
Close Asset Management
United Kingdom
$135K
MAWCM
1743
Mine & Arao Wealth Creation & Management
California
$135K +$454 +3 +0.3%
OCM
1744
Osterweis Capital Management
California
$132K +$149K +982 New
CB
1745
CNB Bank
Pennsylvania
$130K -$26.8K -177 -16%
TC
1746
Truvestments Capital
Florida
$129K -$22.6K -149 -13%
LPIC
1747
LeJeune Puetz Investment Counsel
Michigan
$123K
OCM
1748
Orion Capital Management
California
$121K
WBC
1749
West Branch Capital
Massachusetts
$119K
LB
1750
Legacy Bridge
Iowa
$117K

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.