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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
$1.08B
2
Bank of America
Bank of America
North Carolina
$1.61B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$289M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$366M
5
Deutsche Bank
Deutsche Bank
Germany
$419M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$101M
2
American Century Companies
American Century Companies
Missouri
$203M
3
CWP
Capital Wealth Planning
Florida
$1.18M
4
Allianz Asset Management
Allianz Asset Management
Germany
$200M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
1626
IMPACTfolio
Colorado
$224K -$8.79K -65 -4%
FPW
1627
Flagship Private Wealth
Massachusetts
$223K – – –
WA1
1628
Wimmer Associates 1
California
$223K – – –
1WA
1629
180 Wealth Advisors
Washington
$223K +$223K +1,651 New
RWB
1630
RMR Wealth Builders
New Jersey
$222K +$11.6K +86 +6%
WWM
1631
Windsor Wealth Management
Indiana
$221K -$4.32K -31 -2%
HI
1632
Hudock Inc
Pennsylvania
$221K – – –
HR
1633
Howe & Rusling
New York
$221K +$1.76K +13 +0.8%
AWM
1634
Accel Wealth Management
Iowa
$220K -$3.49K -24 -2%
FBFS
1635
First Business Financial Services
Wisconsin
$220K – – –
HWM
1636
Hemington Wealth Management
Virginia
$220K +$2.03K +15 +0.9%
WP
1637
WealthSpring Partners
California
$220K +$220K +1,629 New
PP
1638
PDS Planning
Ohio
$219K -$51.8K -384 -19%
SC
1639
Schubert & Co
Texas
$219K +$1.76K +13 +0.8%
FOA
1640
Five Oceans Advisors
California
$217K +$217K +1,606 New
CF
1641
Corrigan Financial
Rhode Island
$216K +$135 +1 +0.1%
AAIM
1642
Asset Advisors Investment Management
Georgia
$216K – – –
MJP
1643
Michael J. Puzo
$216K – – –
SMC
1644
Smith, Moore & Co
Missouri
$216K +$135 +1 +0.1%
AA
1645
Alta Advisers
United Kingdom
$216K +$216K +1,600 New
FFH
1646
Fairfax Financial Holdings
Ontario, Canada
$216K +$216K +1,600 New
LWA
1647
Lineweaver Wealth Advisors
Ohio
$215K -$2.13K -16 -1%
BBNB
1648
Baker Boyer National Bank
Washington
$215K – – –
CAAS
1649
Capital Asset Advisory Services
Michigan
$215K +$405 +3 +0.2%
FF
1650
FourThought Financial
Florida
$215K +$1.49K +11 +0.7%
64 65
66
67 68