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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
WAS
2026
Winch Advisory Services
Wisconsin
$14K -$4.33K -24 -24%
OSNBOA
2027
Old Second National Bank of Aurora
Illinois
$13K
AW
2028
Alaethes Wealth
Nevada
$12K
CP
2029
Corbenic Partners
Pennsylvania
$12K
JWM
2030
Janiczek Wealth Management
Colorado
$11K +$5.6K +31 +103%
ARIS
2031
Advanced Research Investment Solutions
California
$11K +$10.5K +58 New
AWM
2032
Activest Wealth Management
Florida
$10K
PPWM
2033
PFG Private Wealth Management
Florida
$10K
DI
2034
Disciplined Investments
Oklahoma
$10K +$8.31K +46 +920%
GKIM
2035
GW&K Investment Management
Massachusetts
$10K +$9.21K +51 New
ACM
2036
Antonetti Capital Management
Florida
$9K -$587K -3,250 -98%
RG
2037
Retirement Group
California
$9K
DBG
2038
De Burlo Group
Massachusetts
$8.41K +$8.13K +45 New
HCM
2039
Horrell Capital Management
Arkansas
$8K
TFGT
2040
TS Financial Group (TSFG)
Illinois
$8K
LS
2041
Leelyn Smith
Illinois
$8K +$8.13K +45 New
CWC
2042
Carolinas Wealth Consulting
North Carolina
$7K -$361 -2 -5%
MS
2043
Mizuho Securities
Japan
$7K
HF
2044
Halpern Financial
Virginia
$6.73K -$18.1K -100 -74%
Credit Agricole
2045
Credit Agricole
France
$6K -$4.55M -25,212 -100%
GCM
2046
Gables Capital Management
Florida
$6K +$5.42K +30 New
BWP
2047
Baldwin Wealth Partners
Massachusetts
$5K +$5.06K +28 New
Loomis, Sayles & Company
2048
Loomis, Sayles & Company
Massachusetts
$5K +$5.06K +28 New
IWP
2049
IAG Wealth Partners
Wisconsin
$5K +$5.24K +29 New
JIR
2050
James Investment Research
Ohio
$4K -$181 -1 -5%

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.