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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
SCA
2076
Sandy Cove Advisors
Massachusetts
-$243K -1,300 Closed
TA
2077
Tiedemann Advisors
New York
-$243K -1,300 Closed
WCM
2078
Wedge Capital Management
North Carolina
-$243K -1,299 Closed
TCA
2079
Transcend Capital Advisors
New Jersey
-$242K -1,294 Closed
MA
2080
MBA Advisors
Pennsylvania
-$241K -1,287 Closed
EPP
2081
ETF Portfolio Partners
Kansas
-$237K -1,269 Closed
CP
2082
Coho Partners
Pennsylvania
-$237K -1,265 Closed
NSAM
2083
North Star Asset Management
Wisconsin
-$233K -1,246 Closed
SAA
2084
Southeast Asset Advisors
Georgia
-$233K -1,245 Closed
BSAM
2085
Blue Square Asset Management
New York
-$232K -1,240 Closed
SEIA
2086
Signature Estate & Investment Advisors
California
-$232K -1,238 Closed
XF
2087
XML Financial
Maryland
-$231K -1,234 Closed
EWA
2088
Encompass Wealth Advisors
Oregon
-$230K -1,230 Closed
FNC
2089
First National Corp
Massachusetts
-$230K -1,227 Closed
CTA
2090
Colonial Trust Advisors
South Carolina
-$229K -1,226 Closed
CCM
2091
Carlson Capital Management
Minnesota
-$229K -1,224 Closed
EFM
2092
E Fund Management
China
-$229K -1,224 Closed
WA
2093
Waverly Advisors
Alabama
-$229K -1,224 Closed
FCM
2094
Firestone Capital Management
Florida
-$227K -1,215 Closed
SIA
2095
Soltis Investment Advisors
Utah
-$227K -1,214 Closed
Fiera Capital (Canada)
2096
Fiera Capital (Canada)
Quebec, Canada
-$224K -1,200 Closed
FC
2097
Fulcrum Capital
Washington
-$224K -1,200 Closed
RP
2098
Reinhart Partners
Wisconsin
-$224K -1,200 Closed
CMS
2099
Capital Market Strategies
Florida
-$224K -1,199 Closed
WCFA
2100
Walkner Condon Financial Advisors
Wisconsin
-$224K -1,199 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.