We are live on ! Find out more
AXP icon

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
MC
2051
Middleton & Co
Massachusetts
-$262K -1,400 Closed
TA
2052
TrueWealth Advisors
Alabama
-$229K -1,399 Closed
PWM
2053
PRW Wealth Management
Massachusetts
-$258K -1,380 Closed
CWM
2054
Centric Wealth Management
Illinois
-$257K -1,372 Closed
EWM
2055
Edge Wealth Management
New York
-$256K -1,371 Closed
SDAM
2056
Shulman DeMeo Asset Management
New York
-$256K -1,371 Closed
CWAG
2057
Compton Wealth Advisory Group
Virginia
-$256K -1,367 Closed
LPT
2058
Legacy Private Trust
Wisconsin
-$255K -1,365 Closed
CA
2059
Calton & Associates
Florida
-$253K -1,357 Closed
JWBC
2060
J.W. Burns & Co
New York
-$253K -1,353 Closed
CGA
2061
Crescent Grove Advisors
Illinois
-$253K -1,352 Closed
CAM
2062
Cozad Asset Management
Illinois
-$252K -1,350 Closed
RFA
2063
RTD Financial Advisors
Pennsylvania
-$252K -1,349 Closed
LGA
2064
Lebenthal Global Advisors
New York
-$250K -1,342 Closed
MMHP
2065
Murphy Middleton Hinkle & Parker
Georgia
-$251K -1,341 Closed
SS
2066
Sunbelt Securities
Texas
-$254K -1,339 Closed
BFG
2067
Berger Financial Group
Minnesota
-$250K -1,336 Closed
PIA
2068
Perennial Investment Advisors
California
-$253K -1,332 Closed
LAM
2069
L2 Asset Management
Massachusetts
-$248K -1,327 Closed
BIM
2070
Bridges Investment Management
Nebraska
-$247K -1,321 Closed
SAM
2071
Summit Asset Management
Tennessee
-$246K -1,315 Closed
AO
2072
Advisor OS
Illinois
-$246K -1,314 Closed
RF
2073
Rollins Financial
Georgia
-$245K -1,310 Closed
HHGA
2074
Halbert Hargrove Global Advisors
California
-$244K -1,306 Closed
LW
2075
Libra Wealth
California
-$243K -1,300 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.