AXP icon

American Express

1,908 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, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
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
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1101
Boyar Asset Management
New York
$741K +$43.9K +325 +6%
ICG
1102
InterOcean Capital Group
Tennessee
$740K -$121K -893 -14%
FFM
1103
Forum Financial Management
Illinois
$740K +$9.44K +70 +1%
NB
1104
NBT Bank
New York
$735K -$45.5K -337 -6%
BHIA
1105
Birch Hill Investment Advisors
Massachusetts
$735K -$18.1K -134 -2%
WPW
1106
Waldron Private Wealth
Pennsylvania
$734K +$59.5K +441 +9%
CMANY
1107
Capital Management Associates (New York)
New York
$733K -$135K -1,004 -16%
WMC
1108
Westwood Management Corporation
Illinois
$729K
BFC
1109
Bedel Financial Consulting
Indiana
$725K +$22.9K +156 +3%
OFS
1110
Oldfather Financial Services
Nebraska
$723K -$51.1K -379 -7%
ACM
1111
Advisors Capital Management
New Jersey
$722K +$14.3K +93 +2%
RMC
1112
Resources Management Corp
Connecticut
$721K -$1.35K -10 -0.2%
WCM
1113
Weik Capital Management
Pennsylvania
$719K +$1.35K +10 +0.2%
AWC
1114
Abundance Wealth Counselors
Pennsylvania
$718K +$2.56K +19 +0.4%
FCBT
1115
First Citizens Bank & Trust
North Carolina
$717K -$103K -767 -13%
WFA
1116
Wipfli Financial Advisors
Wisconsin
$717K +$717K +5,318 New
CLOS
1117
Compagnie Lombard Odier SCmA
Switzerland
$712K +$270K +2,000 +61%
LCM
1118
Lewis Capital Management
California
$711K +$135 +1 +0%
SF
1119
Symphony Financial
Texas
$708K +$89.7K +651 +14%
SBL
1120
Sargent Bickham Lagudis
Colorado
$707K -$26.3K -195 -4%
LRPA
1121
L. Roy Papp & Associates
Arizona
$704K +$26.7K +198 +4%
VRM
1122
Vectors Research Management
New York
$698K -$41.3K -306 -6%
HC
1123
HNP Capital
New York
$698K -$41.3K -306 -6%
LA
1124
LVW Advisors
New York
$693K -$97.8K -725 -12%
WW
1125
Waterfront Wealth
Kansas
$692K -$107K -720 -13%