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
WA
1
WestEnd Advisors
North Carolina
$44.2B -$49.4M -273,667 Closed
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$28.4B
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.75B +$36.1M +200,093 +0.4%
BlackRock
4
BlackRock
New York
$8.32B -$250M -1,384,538 -3%
State Street
5
State Street
Massachusetts
$6.38B -$31.5M -174,590 -0.5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.38B +$58.7M +324,789 +1%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.93B -$10.7M -59,415 -0.4%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.87B +$652M +3,609,729 +31%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.5B +$164M +906,904 +7%
Morgan Stanley
10
Morgan Stanley
New York
$1.95B -$25.6M -141,994 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.87B +$35.1M +194,609 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.74B +$309M +1,711,791 +23%
Dodge & Cox
13
Dodge & Cox
California
$1.58B -$46.8M -258,968 -3%
Bank of America
14
Bank of America
North Carolina
$1.5B +$554M +3,067,039 +62%
Northern Trust
15
Northern Trust
Illinois
$1.48B -$69.1M -382,799 -5%
Invesco
16
Invesco
Georgia
$1.2B +$186M +1,032,350 +19%
Norges Bank
17
Norges Bank
Norway
$1.1B -$30.4M -168,493 -3%
N
18
Nuveen
North Carolina
$1.09B +$87M +481,764 +9%
Lazard Asset Management
19
Lazard Asset Management
New York
$1.03B -$44.3M -245,289 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.01B -$8.11M -44,905 -0.8%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$922M -$174M -964,055 -16%
Artisan Partners
22
Artisan Partners
Wisconsin
$907M -$8.38M -46,420 -0.9%
Legal & General Group
23
Legal & General Group
United Kingdom
$900M +$35.1M +194,629 +4%
DZ Bank
24
DZ Bank
Germany
$772M +$68.7M +380,684 +10%
LP
25
Longview Partners
Guernsey
$732M -$80.3M -444,509 -10%

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.