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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
MWM
2126
Merriman Wealth Management
Washington
-$204K -1,090 Closed
MPCG
2127
Matrix Private Capital Group
New York
-$201K -1,076 Closed
SFG
2128
SevenBridge Financial Group
Pennsylvania
-$201K -1,076 Closed
BWA
2129
Blodgett Wealth Advisors
California
-$201K -1,075 Closed
LFG
2130
Lockerman Financial Group
California
-$200K -1,068 Closed
WMP
2131
Wealth Management Partners
Arizona
-$228K -1,000 Closed
WA
2132
Win Advisors
Florida
-$169K -905 Closed
FFA
2133
Freedman Financial Associates
Massachusetts
-$159K -849 Closed
ODG
2134
O'Dell Group
Ohio
-$152K -813 Closed
GAM
2135
Gemmer Asset Management
California
-$133K -714 Closed
FAG
2136
Fortitude Advisory Group
Washington
-$106K -568 Closed
JAM
2137
JCIC Asset Management
Ontario, Canada
-$91K -484 Closed
TFO
2138
Tarbox Family Office
California
-$64K -343 Closed
GIA
2139
Goodwin Investment Advisory
Georgia
-$59K -316 Closed
WB
2140
West Bancorporation
Iowa
-$56K -300 Closed
LAS
2141
Lloyd Advisory Services
Georgia
-$46K -248 Closed
TVWM
2142
Tower View Wealth Management
Wisconsin
-$37K -200 Closed
YAL
2143
Your Advocates Ltd
Texas
-$37K -200 Closed
AP
2144
Atwood & Palmer
Missouri
-$33K -175 Closed
CAGAS
2145
Capital Advisory Group Advisory Services
Minnesota
-$19K -100 Closed
POIA
2146
Pin Oak Investment Advisors
Texas
-$17K -93 Closed
CI
2147
Cordant Inc
Oregon
-$17K -92 Closed
AW
2148
Alaethes Wealth
Nevada
-$12K -65 Closed
DBG
2149
De Burlo Group
Massachusetts
-$8.41K -45 Closed
Loomis, Sayles & Company
2150
Loomis, Sayles & Company
Massachusetts
-$5K -28 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.