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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
BRC
2001
Bell Rock Capital
Delaware
-$1.58M -9,020 Closed
SC
2002
SRB Corp
Massachusetts
-$1.27M -7,694 Closed
JI
2003
Jeereddi Investments
California
-$1.36M -7,273 Closed
CCM
2004
Compton Capital Management
Rhode Island
-$1.11M -5,925 Closed
Walleye Capital
2005
Walleye Capital
New York
-$1.07M -5,750 Closed
BIP
2006
Blueprint Investment Partners
North Carolina
-$1.07M -5,743 Closed
UFF
2007
USA Financial Formulas
Michigan
-$996K -5,328 Closed
MCM
2008
Manchester Capital Management
Vermont
-$994K -5,313 Closed
AI
2009
AdvisorShares Investments
Maryland
-$875K -4,677 Closed
FPA
2010
First Pacific Advisors
California
-$673K -3,600 Closed
SPWM
2011
Spartan Planning & Wealth Management
North Carolina
-$592K -3,167 Closed
TLCM
2012
Twin Lakes Capital Management
California
-$550K -2,941 Closed
TDC
2013
Thompson Davis & Co
Virginia
-$538K -2,877 Closed
XWM
2014
Xcel Wealth Management
Florida
-$464K -2,480 Closed
AC
2015
ASB Consultores
Florida
-$443K -2,367 Closed
WIA
2016
Westbourne Investment Advisors
Maryland
-$437K -2,338 Closed
BPC
2017
Banque Pictet & Cie
Switzerland
-$430K -2,300 Closed
OAM
2018
Oak Asset Management
California
-$422K -2,259 Closed
HI
2019
Humankind Investments
New York
-$416K -2,225 Closed
ONGA
2020
O'Neil Global Advisors
California
-$411K -2,200 Closed
Rafferty Asset Management
2021
Rafferty Asset Management
New York
-$398K -2,131 Closed
BAS
2022
Brown Advisory Securities
Maryland
-$381K -2,033 Closed
CA
2023
Cumberland Advisors
Florida
-$374K -2,000 Closed
GHA
2024
GW Henssler & Associates
Georgia
-$370K -1,979 Closed
EA
2025
Echo45 Advisors
California
-$356K -1,906 Closed

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.