We are live on ! Find out more
AXP icon

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
UAM
1951
UAS Asset Management
New York
-$797K -5,745 Closed
JC
1952
JB Capital
Connecticut
-$754K -5,439 Closed
SFA
1953
Souders Financial Advisors
Ohio
-$711K -5,126 Closed
Koshinski Asset Management
1954
Koshinski Asset Management
Illinois
-$644K -4,645 Closed
SCM
1955
Stevens Capital Management
Pennsylvania
-$619K -4,468 Closed
CA
1956
Capitolis Advisors
New York
-$616K -4,442 Closed
CC
1957
Centiva Capital
New York
-$601K -4,333 Closed
EL
1958
EMFO LLC
Florida
-$589K -4,250 Closed
OL
1959
Optas LLC
Texas
-$514K -3,727 Closed
CBN
1960
Cadence Bank NA
Texas
-$517K -3,725 Closed
MSU
1961
Mizuho Securities USA
New York
-$497K -3,584 Closed
DS
1962
DRW Securities
Illinois
-$453K -3,269 Closed
SC
1963
Shay Capital
New York
-$416K -3,000 Closed
FA
1964
Fiducient Advisors
Illinois
-$400K -2,886 Closed
B
1965
Barings
North Carolina
-$391K -2,818 Closed
NWA
1966
Navis Wealth Advisors
New York
-$372K -2,684 Closed
EP
1967
Edgestream Partners
New Jersey
-$364K -2,625 Closed
QIM
1968
Quantitative Investment Management
Virginia
-$320K -2,309 Closed
OTL
1969
Oak Thistle LLC
New York
-$319K -2,304 Closed
MW
1970
MBL Wealth
North Carolina
-$318K -2,293 Closed
MFS
1971
Mirabella Financial Services
United Kingdom
-$310K -2,234 Closed
AWM
1972
Aprio Wealth Management
Georgia
-$299K -2,157 Closed
HC
1973
Hamilton Capital
Ohio
-$295K -2,129 Closed
DTC
1974
Davidson Trust Company
Washington
-$270K -1,948 Closed
DA
1975
DSC Advisors
Illinois
-$251K -1,812 Closed

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.