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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
TCWM
2001
Total Clarity Wealth Management
Illinois
-$114K -826 Closed
GGI
2002
Godsey & Gibb Inc
Virginia
-$109K -785 Closed
BFG
2003
Baron Financial Group
New Jersey
-$99.9K -721 Closed
CJL
2004
Cyrus J. Lawrence
New York
-$98K -711 Closed
BMD
2005
Better Money Decisions
New Mexico
-$86K -619 Closed
COCM
2006
Charter Oak Capital Management
New Hampshire
-$73K -528 Closed
OPW
2007
Oxler Private Wealth
New York
-$69.7K -502 Closed
TAIM
2008
TD Ameritrade Investment Management
Nebraska
-$49K -351 Closed
WOSD
2009
WFA of San Diego
California
-$41K -299 Closed
SWM
2010
Selective Wealth Management
Virginia
-$35K -250 Closed
AIP
2011
Ahrens Investment Partners
Louisiana
-$30K -217 Closed
BG
2012
Bollard Group
Massachusetts
-$24K -171 Closed
JPLA
2013
Joseph P. Lucia & Associates
New York
-$20K -146 Closed
GKIM
2014
GW&K Investment Management
Massachusetts
-$12K -83 Closed
RIM
2015
Rockbridge Investment Management
New York
-$9.29K -67 Closed
ARIS
2016
Advanced Research Investment Solutions
California
-$8K -58 Closed
AWM
2017
Activest Wealth Management
Florida
-$8K -56 Closed
RG
2018
Retirement Group
California
-$7K -50 Closed
LS
2019
Leelyn Smith
Illinois
-$6K -45 Closed
BI
2020
Bramshill Investments
Florida
-$7K -42 Closed
SFG
2021
Steward Financial Group
Texas
-$5K -42 Closed
CWM
2022
Curi Wealth Management
North Carolina
-$5K -33 Closed
CM
2023
Caption Management
Oklahoma
-$3.18K -21 Closed
TIM
2024
Tevis Investment Management
Texas
-$3K -20 Closed
SFCL
2025
Strengthening Families & Communities LLC
Massachusetts
-$3K -18 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.