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 %
SJIA
1326
St. James Investment Advisors
New York
$414K -$57.1K -423 -12%
SRC
1327
Shufro Rose & Co
New York
$413K
APW
1328
Acima Private Wealth
Virginia
$412K
AIM
1329
Acropolis Investment Management
Missouri
$412K -$405 -3 -0.1%
Tudor Investment Corp
1330
Tudor Investment Corp
Connecticut
$411K +$411K +3,046 New
BDA
1331
Borer Denton & Associates
Pennsylvania
$411K -$33.7K -250 -8%
GVAG
1332
Great Valley Advisor Group
Delaware
$410K +$809 +6 +0.2%
CHP
1333
Cable Hill Partners
Oregon
$409K +$65.9K +488 +19%
SKK
1334
Shepherd Kaplan Krochuk
Massachusetts
$405K
MIM
1335
Meridiem Investment Management
United Kingdom
$405K
MIP
1336
Marietta Investment Partners
Wisconsin
$405K
LWMM
1337
Legacy Wealth Management (Mississippi)
Mississippi
$405K
TWM
1338
Tanager Wealth Management
United Kingdom
$404K +$404K +2,992 New
JWM
1339
Jackson Wealth Management
Florida
$402K +$402K +2,982 New
FW
1340
FirstPurpose Wealth
Utah
$401K -$32.1K -238 -7%
WP
1341
WMS Partners
Maryland
$401K +$1.62K +12 +0.4%
Members Trust
1342
Members Trust
Florida
$401K +$147K +1,089 +58%
EFL
1343
ERn Financial LLC
Wisconsin
$399K +$1.89K +14 +0.5%
PL
1344
Plancorp LLC
Missouri
$398K +$10.5K +78 +3%
BTI
1345
Blue Trust Inc
Georgia
$398K +$53.6K +386 +16%
ERIM
1346
Eagle Ridge Investment Management
Connecticut
$397K
SAM
1347
Sompo Asset Management
Japan
$395K -$469K -3,480 -54%
V
1348
VeraBank
Texas
$395K -$72.1K -535 -15%
MCM
1349
Maryland Capital Management
Maryland
$395K -$2.29K -17 -0.6%
CA
1350
Cambridge Advisors
Nebraska
$393K