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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
HFA
1926
HC Financial Advisors
California
$12K +$14K +85 New
DWMG
1927
DB Wealth Management Group
California
$11K
OSNBOA
1928
Old Second National Bank of Aurora
Illinois
$10K
RIM
1929
Rockbridge Investment Management
New York
$9.29K -$25.6K -155 -70%
CP
1930
Corbenic Partners
Pennsylvania
$9K
AA
1931
Addison Advisors
Vermont
$8K -$28.2K -171 -74%
JWM
1932
Janiczek Wealth Management
Colorado
$8K -$991 -6 -10%
AWM
1933
Activest Wealth Management
Florida
$8K
ARIS
1934
Advanced Research Investment Solutions
California
$8K
DI
1935
Disciplined Investments
Oklahoma
$8K +$661 +4 +8%
ACM
1936
Antonetti Capital Management
Florida
$7K
PPWM
1937
PFG Private Wealth Management
Florida
$7K
RG
1938
Retirement Group
California
$7K
BI
1939
Bramshill Investments
Florida
$7K +$6.94K +42 New
MS
1940
Mizuho Securities
Japan
$6K -$165 -1 -3%
HCM
1941
Horrell Capital Management
Arkansas
$6K
LS
1942
Leelyn Smith
Illinois
$6K
TFGT
1943
TS Financial Group (TSFG)
Illinois
$6K
CWM
1944
Curi Wealth Management
North Carolina
$5K -$15K -91 -73%
CWC
1945
Carolinas Wealth Consulting
North Carolina
$5K
SFG
1946
Steward Financial Group
Texas
$5K +$6.94K +42 New
HF
1947
Halpern Financial
Virginia
$4.99K
BWP
1948
Baldwin Wealth Partners
Massachusetts
$4K
GCM
1949
Gables Capital Management
Florida
$4K
IWP
1950
IAG Wealth Partners
Wisconsin
$4K

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.