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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
BHWM
1801
Beaird Harris Wealth Management
Texas
$65K +$151 +1 +0.2%
CMBA
1802
C.M. Bidwell & Associates
Hawaii
$65K +$72.7K +480 New
AA
1803
AlphaMark Advisors
Kentucky
$63K
CAC
1804
Core Alternative Capital
Georgia
$63K +$3.33K +22 +5%
PCFFS
1805
Pacific Center for Financial Services
California
$61K
PB
1806
Pinnacle Bancorp
Nebraska
$57K
WPA
1807
West Paces Advisors
Georgia
$56.8K
TF
1808
TimeScale Financial
Massachusetts
$55K +$151 +1 +0.2%
WIM
1809
Westside Investment Management
California
$54K
FMB
1810
Field & Main Bank
Kentucky
$54K -$3.48K -23 -5%
GG
1811
Gleason Group
Kentucky
$54K +$303 +2 +0.5%
BCFD
1812
Boit C.F. David
$54K +$60.5K +400 New
C
1813
Covestor
United Kingdom
$53K -$56.3K -372 -48%
AIP
1814
Almanack Investment Partners
Pennsylvania
$53K +$59.8K +395 New
CP
1815
Castleview Partners
Texas
$52K -$87K -575 -60%
IWMWV
1816
Ironwood Wealth Management (West Virginia)
West Virginia
$52K
CFD
1817
Creative Financial Designs
Indiana
$50K
NIC
1818
Northwest Investment Counselors
Oregon
$49K
TC
1819
Tacita Capital
Ontario, Canada
$49K
AP
1820
Arlington Partners
Alabama
$47K -$47.1K -311 -47%
CFG
1821
CKW Financial Group
Hawaii
$47K -$15.1K -100 -22%
HCM
1822
Highlander Capital Management
New Jersey
$47K -$3.78K -25 -7%
FCG
1823
Financial Connections Group
California
$45K -$2.12K -14 -4%
FA
1824
Financial Advantage
Maryland
$45K
MAM
1825
Marquette Asset Management
Minnesota
$44K

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.