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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$21B
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.5B +$19.1M +115,678 +0.2%
BlackRock
3
BlackRock
New York
$6.08B -$104M -630,362 -1%
State Street
4
State Street
Massachusetts
$4.41B -$400M -2,423,161 -7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.31B -$805M -4,875,037 -17%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.16B +$28.8M +174,322 +1%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.13B -$54.7M -331,333 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.82B -$42.5M -257,494 -2%
Morgan Stanley
9
Morgan Stanley
New York
$1.76B +$375M +2,272,438 +22%
Bank of America
10
Bank of America
North Carolina
$1.43B +$382M +2,315,465 +29%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.43B +$45.3M +274,259 +3%
Northern Trust
12
Northern Trust
Illinois
$1.05B -$57.3M -347,188 -4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$963M -$392M -2,374,215 -25%
Dodge & Cox
14
Dodge & Cox
California
$904M -$316M -1,915,789 -23%
Invesco
15
Invesco
Georgia
$838M -$61M -369,550 -6%
N
16
Nuveen
North Carolina
$821M +$29.8M +180,307 +3%
Norges Bank
17
Norges Bank
Norway
$780M -$46.2M -279,895 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$759M +$14.2M +85,952 +2%
Lazard Asset Management
19
Lazard Asset Management
New York
$752M -$11.6M -70,114 -1%
Legal & General Group
20
Legal & General Group
United Kingdom
$683M +$19.1M +115,738 +2%
DZ Bank
21
DZ Bank
Germany
$666M +$112M +675,971 +16%
Artisan Partners
22
Artisan Partners
Wisconsin
$658M -$16.2M -98,303 -2%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$561M -$146M -882,839 -18%
LP
24
Longview Partners
Guernsey
$531M -$13.9M -83,980 -2%
RCWMU
25
Rothschild & Co Wealth Management (UK)
United Kingdom
$492M +$3.33M +20,183 +0.6%

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.