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American Express

2,063 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 708 increasing their positions, 807 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

78% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 111

55% more capital invested

Capital invested by funds: $106B → $164B (+$58.4B)

3% more funds holding

Funds holding: 1,9982,063 (+65)

1.05% more ownership

Funds ownership: 83.73%84.79% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 807

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,063
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.54%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
0.99%
New
198
Increased
708
Reduced
807
Closed
111
Calls
$1.25B
Puts
$2.47B
Net Calls
-$1.23B
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2001
Annapolis Financial Services
Maryland
$32K
GEA
2002
Glen Eagle Advisors
New Jersey
$31.4K +$10.5K +58 +53%
AWMS
2003
Advocacy Wealth Management Services
Georgia
$31K +$9.03K +50 +44%
TFP
2004
Tilia Fiduciary Partners
North Carolina
$31K +$18.1K +100 +152%
TSWM
2005
Tyler-Stone Wealth Management
Ohio
$29K
RA
2006
Rise Advisors
New York
$29K +$25.3K +140 +824%
IFA
2007
Interactive Financial Advisors
Illinois
$28K
CAL
2008
Capital Advisors Ltd
Ohio
$28K +$542 +3 +2%
PCTC
2009
Perkins Coie Trust Company
Washington
$28K +$27.1K +150 New
BBPWM
2010
Blue Bell Private Wealth Management
Pennsylvania
$27K +$23.7K +131 +873%
SWM
2011
Sugarloaf Wealth Management
Georgia
$26K
SCA
2012
Stuart Chaussee & Associates
California
$25K
FGAM
2013
Financial Gravity Asset Management
Texas
$24.8K +$555K +3,075 +67%
BA
2014
Bivin & Associates
Oklahoma
$24K -$26.5K -147 -54%
CWM
2015
Curi Wealth Management
North Carolina
$23K +$22K +122 +6,100%
AFIA
2016
America First Investment Advisors
Nebraska
$22K
CIM
2017
Contravisory Investment Management
Massachusetts
$22K
BCA
2018
Bray Capital Advisors
Florida
$20K
LFA
2019
Level Financial Advisors
New York
$20K
HIM
2020
Hillsdale Investment Management
Ontario, Canada
$19K -$32.5K -180 -64%
IHWM
2021
Iron Horse Wealth Management
Iowa
$19K
CAGAS
2022
Capital Advisory Group Advisory Services
Minnesota
$19K +$18.1K +100 New
POIA
2023
Pin Oak Investment Advisors
Texas
$17K
CI
2024
Cordant Inc
Oregon
$17K +$16.6K +92 New
DWMG
2025
DB Wealth Management Group
California
$15K

AXP Hedge Fund Activity: Q1 2022 in Review

2,063 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2022, worth a combined $164B — up 55% from $106B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new AXP positions and 111 closed out — a net gain of 87 holders — while 708 added to existing stakes and 807 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,063 institutional investors held American Express (AXP) as of Q1 2022, up from 1,998 in Q4 2021.
  • Funds reported $164B of American Express stock for Q1 2022, up 55% quarter-over-quarter.
  • 198 funds opened new American Express positions in Q1 2022 and 111 closed out, a net change of +87 holders.
  • The largest American Express buyer in Q1 2022 was JP Morgan Chase, an estimated $652M added.
  • The largest American Express seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $340M sold.

Based on aggregated 13F filings for Q1 2022.