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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
MA
2026
MJP Associates
Connecticut
-$354K -1,894 Closed
ED
2027
Exane Derivatives
France
-$352K -1,880 Closed
FM
2028
Foster & Motley
Ohio
-$337K -1,800 Closed
MFG
2029
Menard Financial Group
Texas
-$334K -1,788 Closed
MS
2030
Madden Securities
Texas
-$318K -1,700 Closed
SWA
2031
SFMG Wealth Advisors
Texas
-$302K -1,613 Closed
MAC
2032
Mason & Associates (California)
California
-$296K -1,585 Closed
BFG
2033
Bouchey Financial Group
New York
-$291K -1,556 Closed
BCCM
2034
Bridge Creek Capital Management
Massachusetts
-$287K -1,537 Closed
SOS
2035
Silver Oak Securities
Tennessee
-$282K -1,533 Closed
TWP
2036
Tempus Wealth Planning
California
-$281K -1,502 Closed
KIC
2037
Keating Investment Counselors
Florida
-$281K -1,500 Closed
BCA
2038
Bay Colony Advisors
Massachusetts
-$278K -1,486 Closed
SG
2039
StoneX Group
New York
-$278K -1,486 Closed
VCM
2040
Virtue Capital Management
Tennessee
-$277K -1,480 Closed
BCM
2041
BlueCrest Capital Management
Jersey
-$277K -1,479 Closed
PCP
2042
Proficio Capital Partners
Massachusetts
-$275K -1,473 Closed
AWA
2043
Amplius Wealth Advisors
Pennsylvania
-$273K -1,463 Closed
LFA
2044
Legacy Financial Advisors
Kentucky
-$274K -1,463 Closed
ECAM
2045
East Coast Asset Management
Massachusetts
-$270K -1,442 Closed
CAMG
2046
CWA Asset Management Group
Florida
-$268K -1,431 Closed
UBV
2047
United Bank (Virginia)
Virginia
-$268K -1,430 Closed
BBNA
2048
Bremer Bank National Association
Minnesota
-$264K -1,415 Closed
EWM
2049
EPG Wealth Management
Georgia
-$262K -1,402 Closed
1CP
2050
17 Capital Partners
Arizona
-$262K -1,400 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.