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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
M1FG
1826
Mach-1 Financial Group
Arkansas
$43K
GIA
1827
Goodwin Investment Advisory
Georgia
$42K +$47.7K +315 New
AWM
1828
AllSquare Wealth Management
New York
$40K
EARNEST Partners
1829
EARNEST Partners
Georgia
$40K
PFA
1830
Professional Financial Advisors
Nebraska
$40K
BCMLT
1831
Beacon Capital Management LLC (Tennessee)
Tennessee
$39K
HC
1832
Hoese & Co
Minnesota
$38K
BWL
1833
Bogart Wealth LLC
Virginia
$37K -$2.88K -19 -7%
MUMSS
1834
Mitsubishi UFJ Morgan Stanley Securities
Japan
$35K
IFAM
1835
Institutional & Family Asset Management
Colorado
$34K
RCM
1836
Ravenstone Capital Management
$33.1K
BIA
1837
Bell Investment Advisors
California
$33K +$5.3K +35 +17%
BAM
1838
Baldrige Asset Management
Pennsylvania
$32K -$605 -4 -2%
ACA
1839
Atlas Capital Advisors
Wyoming
$31.6K
HWMA
1840
Heritage Wealth Management (Arizona)
Arizona
$31K +$1.21K +8 +4%
FP
1841
Financial Perspectives
Minnesota
$30.8K
SIS
1842
Sound Income Strategies
Florida
$30K -$908 -6 -3%
CWA
1843
Clearview Wealth Advisors
Oregon
$30K +$151 +1 +0.4%
GA
1844
GoalVest Advisory
New York
$29K -$615K -4,063 -95%
JFGIW
1845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K -$39.5K -261 -56%
CCA
1846
Column Capital Advisors
Indiana
$29K
SCA
1847
Stuart Chaussee & Associates
California
$28K
TCWA
1848
Ten Capital Wealth Advisors
Washington
$28K +$2.27K +15 +8%
GCGDR
1849
Geo Capital Gestora de Recursos
Brazil
$28K +$3.33K +22 +12%
SA
1850
SRH Advisors
Kansas
$27K -$45.4K -300 -60%

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.