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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
BWP
1876
Baldwin Wealth Partners
Massachusetts
$15K +$12.6K +83 +296%
FGAM
1877
Financial Gravity Asset Management
Texas
$14.1K -$434K -2,864 -50%
LFA
1878
Level Financial Advisors
New York
$14K
VWM
1879
Valley Wealth Managers
New Jersey
$14K
IHWM
1880
Iron Horse Wealth Management
Iowa
$13K
WAS
1881
Winch Advisory Services
Wisconsin
$13K
DWMG
1882
DB Wealth Management Group
California
$11K
OSNBOA
1883
Old Second National Bank of Aurora
Illinois
$9K
HNWAG
1884
High Net Worth Advisory Group
Florida
$8K -$15.1K -100 -63%
JWM
1885
Janiczek Wealth Management
Colorado
$8K
ACM
1886
Antonetti Capital Management
Florida
$7K
PPWM
1887
PFG Private Wealth Management
Florida
$7K
PI
1888
PFS Investments
Georgia
$6.43K +$226K +1,490 +3%
DBG
1889
De Burlo Group
Massachusetts
$6.07K +$6.81K +45 New
HCM
1890
Horrell Capital Management
Arkansas
$6K
TFGT
1891
TS Financial Group (TSFG)
Illinois
$6K
OLVIG
1892
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$5.3K +35 +350%
AWM
1893
Abound Wealth Management
Tennessee
$5.13K +$5.75K +38 New
CWC
1894
Carolinas Wealth Consulting
North Carolina
$5K
MS
1895
Mizuho Securities
Japan
$5K +$151 +1 +3%
HF
1896
Halpern Financial
Virginia
$4.45K -$454 -3 -8%
MOS
1897
MGO One Seven
Ohio
$4.25K +$11.8K +78 +1%
DI
1898
Disciplined Investments
Oklahoma
$4K -$3.94K -26 -47%
GCM
1899
Gables Capital Management
Florida
$4K
IWP
1900
IAG Wealth Partners
Wisconsin
$4K

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.