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American Express
AXP

Overview Fund Activity

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

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$536M
2
Bank of America
Bank of America
North Carolina
+$214M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$162M
5
Deutsche Bank
Deutsche Bank
Germany
+$133M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$547M
2
American Century Companies
American Century Companies
Missouri
-$181M
3
CWP
Capital Wealth Planning
Florida
-$149M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$143M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
1426
Mayflower Financial Advisors
Massachusetts
$330K +$8.77K +65 +3%
GLLW
1427
Graves Light Lenhart Wealth
Virginia
$329K – – –
PC
1428
Port Capital
Illinois
$329K +$49.4K +366 +18%
MFT
1429
Moisand Fitzgerald Tamayo
Florida
$327K +$944 +7 +0.3%
DAS
1430
Dynamic Advisor Solutions
Arizona
$325K -$42.9K -318 -12%
LIA
1431
LS Investment Advisors
Michigan
$325K – – –
WIM
1432
Wittenberg Investment Management
Massachusetts
$325K – – –
CIM
1433
Confluence Investment Management
Missouri
$324K – – –
PG
1434
Patten Group
Tennessee
$324K – – –
DIP
1435
DT Investment Partners
Pennsylvania
$323K -$240K -1,780 -43%
RW
1436
REDW Wealth
New Mexico
$323K -$16.2K -120 -5%
DI
1437
DFPG Investments
Utah
$323K – – –
WIA
1438
Westbourne Investment Advisors
Maryland
$322K +$322K +2,388 New
IAN
1439
Integrated Advisors Network
Texas
$321K -$135K -1,003 -30%
CCA
1440
Childress Capital Advisors
Texas
$321K -$31.2K -221 -9%
WCG
1441
Weaver Consulting Group
California
$317K -$945 -7 -0.3%
GWANC
1442
Guardian Wealth Advisors (North Carolina)
North Carolina
$316K +$16.4K +122 +5%
JFA
1443
JNBA Financial Advisors
Minnesota
$315K -$13.5K -100 -4%
MSA
1444
Marino Stram & Associates
Massachusetts
$314K +$4.86K +36 +2%
EFG
1445
Everhart Financial Group
Ohio
$314K +$85.6K +635 +37%
AP
1446
Adero Partners
California
$313K +$5.24K +37 +2%
WA
1447
Wealth Architects
California
$312K -$15K -111 -5%
CCA
1448
Cadent Capital Advisors
Oklahoma
$312K +$135 +1 +0%
MWM
1449
Merriman Wealth Management
Washington
$312K +$312K +2,315 New
NLP
1450
Next Level Private
New York
$311K -$2.95M -20,407 -90%
56 57
58
59 60