We are live on ! Find out more
AXP icon

American Express

1,970 hedge funds and large institutions have $87.8B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 706 increasing their positions, 765 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% less ownership

Funds ownership: 84.79%84.23% (-0.55%)

5% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.54B

8% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 765

5% less funds holding

Funds holding: 2,0641,970 (-94)

33% less funds holding in top 10

Funds holding in top 10: 6342 (-21)

36% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 183

46% less capital invested

Capital invested by funds: $164B → $87.8B (-$76.1B)

Holders
1,970
Holders Change
-94
Holders Change %
-4.55%
% of All Funds
33.18%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
117
Increased
706
Reduced
765
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$72.1M
Net Calls Change
+$1.15B
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1876
Cranbrook Wealth Management
Michigan
$35K
SWM
1877
Selective Wealth Management
Virginia
$35K
BAM
1878
Baldrige Asset Management
Pennsylvania
$34K
RCM
1879
Ravenstone Capital Management
$34K
LFG
1880
Larson Financial Group
Missouri
$33K -$12.9K -78 -25%
ACA
1881
Atlas Capital Advisors
Wyoming
$32.4K -$1.5M -9,093 -97%
SIS
1882
Sound Income Strategies
Florida
$32K
FP
1883
Financial Perspectives
Minnesota
$31.6K +$165 +1 +0.4%
HWMA
1884
Heritage Wealth Management (Arizona)
Arizona
$31.2K -$8.09K -49 -18%
CWA
1885
Clearview Wealth Advisors
Oregon
$31K +$165 +1 +0.4%
AIP
1886
Ahrens Investment Partners
Louisiana
$30K
CCA
1887
Column Capital Advisors
Indiana
$30K
SCA
1888
Stuart Chaussee & Associates
California
$29K +$11.9K +72 +53%
BIA
1889
Bell Investment Advisors
California
$29K +$34.9K +211 New
CMA
1890
Cedar Mountain Advisors
Oregon
$28K -$4.63K -28 -12%
CPA
1891
Cowen Prime Advisors
New York
$28K
FPFS
1892
First Personal Financial Services
North Carolina
$28K
HI
1893
Hoey Investments
Pennsylvania
$28K
TCWA
1894
Ten Capital Wealth Advisors
Washington
$27K
TCCM
1895
Timber Creek Capital Management
Massachusetts
$27K
GCGDR
1896
Geo Capital Gestora de Recursos
Brazil
$26K -$8.92K -54 -23%
JGIA
1897
Jackson Grant Investment Advisers
Connecticut
$26K
GEA
1898
Glen Eagle Advisors
New Jersey
$25.9K +$3.14K +19 +11%
FPB
1899
First PREMIER Bank
South Dakota
$25K
BG
1900
Bollard Group
Massachusetts
$24K -$87.9K -532 -76%

AXP Hedge Fund Activity: Q2 2022 in Review

1,970 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2022, worth a combined $87.8B — down 46% from $164B a quarter earlier.

Sellers outnumbered buyers: 183 funds closed out of AXP and 117 opened new positions — a net loss of 66 holders — while 765 trimmed existing stakes and 706 added.

The largest buyer was Renaissance Technologies, adding an estimated $436M. The largest seller was Wellington Management Group, cutting an estimated $805M.

  • 1,970 institutional investors held American Express (AXP) as of Q2 2022, down from 2,064 in Q1 2022.
  • Funds reported $87.8B of American Express stock for Q2 2022, down 46% quarter-over-quarter.
  • 117 funds opened new American Express positions in Q2 2022 and 183 closed out, a net change of -66 holders.
  • The largest American Express buyer in Q2 2022 was Renaissance Technologies, an estimated $436M added.
  • The largest American Express seller in Q2 2022 was Wellington Management Group, an estimated $805M sold.

Based on aggregated 13F filings for Q2 2022.