We are live on ! Find out more
AXP icon

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
BCM
2126
Bluefin Capital Management
New York
-$327K -2,000 Closed
CFA
2127
Cahill Financial Advisors
Minnesota
-$323K -1,976 Closed
MMC
2128
Mizuho Markets Cayman
Cayman Islands
-$316K -1,931 Closed
IAIM
2129
Industrial Alliance Investment Management
Quebec, Canada
-$309K -1,891 Closed
KJHP
2130
K.J. Harrison & Partners
Ontario, Canada
-$282K -1,722 Closed
1WA
2131
180 Wealth Advisors
Washington
-$272K -1,711 Closed
NRW
2132
Nova R Wealth
Kansas
-$279K -1,708 Closed
OIA
2133
Optimum Investment Advisors
Illinois
-$262K -1,600 Closed
MSFS
2134
Main Street Financial Solutions
Pennsylvania
-$247K -1,512 Closed
BG
2135
Bellevue Group
Switzerland
-$245K -1,500 Closed
NFG
2136
Norris Financial Group
South Carolina
-$244K -1,493 Closed
AAM
2137
Autus Asset Management
Arizona
-$237K -1,450 Closed
JHP
2138
James Hambro & Partners
United Kingdom
-$225K -1,373 Closed
WHC
2139
Wulff, Hansen & Co
California
-$224K -1,371 Closed
ER
2140
Enlightenment Research
Florida
-$224K -1,368 Closed
NPT
2141
Nixon Peabody Trust
Massachusetts
-$222K -1,356 Closed
ST
2142
Sentinel Trust
Texas
-$222K -1,355 Closed
PWM
2143
PBMares Wealth Management
Virginia
-$217K -1,329 Closed
KOC
2144
Koss-Olinger Consulting
Florida
-$216K -1,319 Closed
AIP
2145
Almanack Investment Partners
Pennsylvania
-$212K -1,297 Closed
HCM
2146
Highview Capital Management
Illinois
-$206K -1,257 Closed
CG
2147
Castellan Group
Kentucky
-$203K -1,240 Closed
DCM
2148
Deuterium Capital Management
Florida
-$203K -1,240 Closed
LRIC
2149
Long Road Investment Counsel
Michigan
-$202K -1,233 Closed
EBA
2150
Eagle Bay Advisors
New York
-$201K -1,227 Closed

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.