AXP icon

American Express

1,960 hedge funds and large institutions have $87.7B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 702 increasing their positions, 763 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,960
Holders Change
-95
Holders Change %
-4.62%
% of All Funds
33.14%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
116
Increased
702
Reduced
763
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$79M
Net Calls Change
+$1.16B
Name Holding Trade Value Shares
Change
Shares
Change %
OR
1126
Olympiad Research
Connecticut
$753K +$126K +911 +20%
FFM
1127
Forum Financial Management
Illinois
$751K +$41.6K +300 +6%
BTWM
1128
Baker Tilly Wealth Management
Wisconsin
$750K -$52.7K -380 -7%
WMC
1129
Westwood Management Corporation
Illinois
$749K
WW
1130
Waterfront Wealth
Kansas
$744K +$307K +2,216 +70%
RMC
1131
Resources Management Corp
Connecticut
$743K
KAM
1132
Knightsbridge Asset Management
California
$742K +$361K +2,604 +95%
BJL
1133
Brighton Jones LLC
Washington
$739K -$4.44K -32 -0.6%
WCM
1134
Weik Capital Management
Pennsylvania
$737K +$161K +1,165 +28%
VT
1135
Vise Technologies
New York
$737K +$292K +2,106 +66%
IP
1136
Intellectus Partners
California
$736K +$157K +1,126 +27%
AWC
1137
Abundance Wealth Counselors
Pennsylvania
$735K -$415K -2,997 -36%
BAAM
1138
Baker Avenue Asset Management
California
$735K -$131K -948 -15%
CWS
1139
Confluence Wealth Services
Pennsylvania
$735K +$33.5K +206 +5%
PFBT
1140
Parkside Financial Bank & Trust
Missouri
$733K -$5.27K -38 -0.7%
LCM
1141
Lewis Capital Management
California
$731K -$4.44K -32 -0.6%
ESCM
1142
Echo Street Capital Management
New York
$719K +$485K +3,502 +208%
BAM
1143
Boyar Asset Management
New York
$716K -$97.1K -701 -12%
WP
1144
WealthSource Partners
California
$715K -$3.6K -26 -0.5%
CWM
1145
Chesapeake Wealth Management
Virginia
$715K +$217K +1,568 +44%
KCM
1146
KRS Capital Management
Michigan
$714K +$14.4K +104 +2%
SFA
1147
Souders Financial Advisors
Ohio
$711K +$711K +5,126 New
GRP
1148
Global Retirement Partners
California
$710K -$8.04K -58 -1%
SAM
1149
S.A. Mason
Michigan
$707K +$139 +1 +0%
EIM
1150
Ervin Investment Management
Washington
$706K