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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$20.5B
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.34B +$15.7M +103,566 +0.2%
BlackRock
3
BlackRock
New York
$6.01B +$101M +665,857 +2%
State Street
4
State Street
Massachusetts
$4.23B -$53.4M -352,689 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$3.2B -$29.6M -195,808 -0.8%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.17B +$81.9M +540,816 +3%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.03B -$47.9M -316,432 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.7B -$82M -542,067 -4%
Morgan Stanley
9
Morgan Stanley
New York
$1.68B -$38.2M -252,203 -2%
Bank of America
10
Bank of America
North Carolina
$1.61B +$240M +1,584,260 +15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.39B -$3.24M -21,413 -0.2%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$1.08B +$601M +3,973,516 +98%
Northern Trust
13
Northern Trust
Illinois
$1B -$17.6M -116,294 -2%
N
14
Nuveen
North Carolina
$880M +$91.2M +602,762 +10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$829M -$121M -799,126 -12%
Dodge & Cox
16
Dodge & Cox
California
$801M -$88.3M -583,395 -9%
Invesco
17
Invesco
Georgia
$788M -$31.5M -207,794 -3%
Norges Bank
18
Norges Bank
Norway
$763M +$4.7M +31,034 +0.6%
Lazard Asset Management
19
Lazard Asset Management
New York
$728M -$4.11M -27,184 -0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$727M -$14.1M -92,884 -2%
Artisan Partners
21
Artisan Partners
Wisconsin
$641M +$77.3K +511 +0%
Legal & General Group
22
Legal & General Group
United Kingdom
$613M -$58.3M -385,485 -8%
RCWMU
23
Rothschild & Co Wealth Management (UK)
United Kingdom
$484M +$5.86M +38,706 +1%
UBS AM
24
UBS AM
Illinois
$481M +$14.7M +97,047 +3%
Goldman Sachs
25
Goldman Sachs
New York
$476M +$24.9M +164,414 +5%

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.