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American Express

2,063 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 708 increasing their positions, 807 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

78% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 111

55% more capital invested

Capital invested by funds: $106B → $164B (+$58.4B)

3% more funds holding

Funds holding: 1,9982,063 (+65)

1.05% more ownership

Funds ownership: 83.73%84.79% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 807

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,063
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.54%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
0.99%
New
198
Increased
708
Reduced
807
Closed
111
Calls
$1.25B
Puts
$2.47B
Net Calls
-$1.23B
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1851
Nadler Financial Group
Illinois
$206K +$199K +1,102 New
CIAS
1852
Capital Investment Advisory Services
North Carolina
$206K +$199K +1,103 New
SOW
1853
State of Wyoming
Wyoming
$205K -$11.7K -65 -6%
KCM
1854
Karp Capital Management
California
$205K +$198K +1,097 New
MWM
1855
Merriman Wealth Management
Washington
$204K -$72.2K -400 -27%
CCM
1856
Crew Capital Management
Ohio
$204K +$197K +1,090 New
VIM
1857
Vista Investment Management
Pennsylvania
$204K +$197K +1,093 New
NSB
1858
Norway Savings Bank
Maine
$202K
SFG
1859
SevenBridge Financial Group
Pennsylvania
$201K -$35.6K -197 -15%
BEI
1860
Benjamin Edwards Inc
Missouri
$201K +$7.95K +44 +4%
MW
1861
MBL Wealth
North Carolina
$201K +$194K +1,074 New
BONH
1862
Bank of New Hampshire
New Hampshire
$201K +$194K +1,075 New
BWA
1863
Blodgett Wealth Advisors
California
$201K +$194K +1,075 New
MPCG
1864
Matrix Private Capital Group
New York
$201K +$194K +1,076 New
LFG
1865
Lockerman Financial Group
California
$200K -$32.9K -182 -15%
UH
1866
Unigestion Holding
Switzerland
$200K +$191K +1,056 New
CFO
1867
CVA Family Office
Colorado
$198K -$14.3K -79 -7%
Macquarie Group
1868
Macquarie Group
Australia
$198K -$48.6M -269,054 -20%
FMP
1869
Financial Management Professionals
Texas
$196K +$7.95K +44 +4%
KFI
1870
Key Financial Inc
Pennsylvania
$194K
QC
1871
Quent Capital
New York
$191K -$112K -621 -38%
MAWCM
1872
Mine & Arao Wealth Creation & Management
California
$187K
HIIFS
1873
Harel Insurance Investments & Financial Services
Israel
$186K +$26.2K +145 +17%
C
1874
Covestor
United Kingdom
$177K +$115K +638 +207%
S
1875
Surevest
California
$175K +$181 +1 +0.1%

AXP Hedge Fund Activity: Q1 2022 in Review

2,063 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2022, worth a combined $164B — up 55% from $106B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new AXP positions and 111 closed out — a net gain of 87 holders — while 708 added to existing stakes and 807 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,063 institutional investors held American Express (AXP) as of Q1 2022, up from 1,998 in Q4 2021.
  • Funds reported $164B of American Express stock for Q1 2022, up 55% quarter-over-quarter.
  • 198 funds opened new American Express positions in Q1 2022 and 111 closed out, a net change of +87 holders.
  • The largest American Express buyer in Q1 2022 was JP Morgan Chase, an estimated $652M added.
  • The largest American Express seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $340M sold.

Based on aggregated 13F filings for Q1 2022.