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 %
GFS
1176
GYL Financial Synergies
Connecticut
$595K -$39.2K -291 -6%
CWS
1177
Cypress Wealth Services
California
$594K -$43.9K -316 -7%
IA
1178
IFG Advisors
Missouri
$593K +$1.35K +10 +0.2%
RCM
1179
RB Capital Management
Nevada
$592K +$66.5K +493 +13%
GC
1180
GFG Capital
Florida
$590K
BMA
1181
Brooks Moore & Associates
Tennessee
$589K
CPO
1182
Cerity Partners OCIO
New York
$588K +$8.77K +65 +2%
AB
1183
Atlas Brown
Kentucky
$587K
STA
1184
Summit Trail Advisors
New York
$586K +$9.44K +70 +2%
HH
1185
Hilltop Holdings
Texas
$585K +$5.53K +41 +1%
GL
1186
Graypoint LLC
New York
$584K -$76.2K -565 -12%
HGERS
1187
Householder Group Estate & Retirement Specialist
Arizona
$583K -$7.68K -57 -1%
AF
1188
Allworth Financial
California
$583K +$119K +883 +26%
FFA
1189
First Foundation Advisors
California
$582K -$22.3K -165 -4%
YWP
1190
YorkBridge Wealth Partners
New York
$582K
BAM
1191
Beaumont Asset Management
Texas
$581K -$4.59K -34 -0.8%
LW
1192
Linscomb Wealth
Texas
$581K
XT
1193
XTX Topco
Cayman Islands
$581K +$117K +870 +25%
WA
1194
WBH Advisory
Maryland
$580K +$12.1K +90 +2%
ECM
1195
Estabrook Capital Management
New York
$577K
PA
1196
PFG Advisors
Arizona
$574K -$92.5K -685 -14%
LA
1197
Legacy Advisors
Pennsylvania
$574K +$8.64K +64 +2%
WSC
1198
Wellington Shields & Co
New York
$569K
HWA
1199
Heritage Wealth Advisors
Virginia
$568K
TPWM
1200
Twelve Points Wealth Management
Massachusetts
$567K