AXP icon

American Express

2,000 hedge funds and large institutions have $93.1B invested in American Express in 2022 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 687 increasing their positions, 736 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less repeat investments, than reductions

Existing positions increased: 687 | Existing positions reduced: 736

10% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.62B

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
2,000
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.46B
Puts
$1.62B
Net Calls
Net Calls Change

Top Buyers

1 +$179M
2 +$136M
3 +$113M
4
Harris Associates
Harris Associates
Illinois
+$110M
5
Holocene Advisors
Holocene Advisors
New York
+$106M

Top Sellers

1 -$568M
2 -$276M
3 -$275M
4
Dodge & Cox
Dodge & Cox
California
-$247M
5
Renaissance Technologies
Renaissance Technologies
New York
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
1976
$5.76K
1977
$5.32K
1978
$4.8K
1979
$4.73K
1980
$4.43K
1981
$3.76K
1982
$3K
1983
$2.96K
1984
$2.96K
1985
$2.81K
1986
$2.58K
1987
$2.36K
1988
$2.36K
1989
$2.22K
1990
$2.07K
1991
$2K
1992
$1.63K
1993
$1.48K
1994
$1.18K
1995
$1.18K
1996
$1.06K
1997
$776
1998
$591
1999
$426
2000
$20