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 %
KWA
1726
KCS Wealth Advisory
California
$208K -$5.27K -38 -2%
WA1
1727
Wimmer Associates 1
California
$208K -$4.16K -30 -2%
PAS
1728
Professional Advisory Services
Florida
$208K
CBFP
1729
Cedar Brook Financial Partners
Ohio
$208K +$3.47K +25 +2%
WRM
1730
Weybosset Research & Management
Rhode Island
$208K +$208K +1,500 New
PM
1731
Parametrica Management
Hong Kong
$208K +$208K +1,506 New
IB
1732
Intrust Bank
Kansas
$207K
MCM
1733
Mengis Capital Management
Oregon
$207K
LC
1734
Lindbrook Capital
California
$207K +$4.57K +33 +2%
DAM
1735
Delta Asset Management
Tennessee
$206K
CHC
1736
City Holding Co
West Virginia
$205K
VCM
1737
Vivaldi Capital Management
Illinois
$205K +$17.9K +129 +10%
GTAM
1738
Global Trust Asset Management
Florida
$203K +$3.05K +22 +2%
RMDI
1739
R.M. Davis Inc
Maine
$203K +$6.11K +44 +3%
PWS
1740
Peterson Wealth Services
Utah
$202K -$4.01K -29 -2%
LJHT
1741
Laurie J. Hall Trustee
$201K -$18K -130 -8%
M
1742
MOTCO
Texas
$201K
GAMC
1743
Garner Asset Management Corp
Texas
$201K +$3.46K +25 +2%
ABLA
1744
Alan B. Lancz & Associates
Ohio
$200K
CSB
1745
City State Bank
Iowa
$199K
FBC
1746
Fairfield, Bush & Co
Connecticut
$198K +$2.77K +20 +1%
HCP
1747
Hexagon Capital Partners
Arkansas
$196K +$12.4K +89 +7%
PCA
1748
Providence Capital Advisors
North Carolina
$192K
MAM
1749
Magellan Asset Management
Australia
$191K +$4.84K +35 +3%
TIM
1750
Tortoise Investment Management
New York
$188K -$6.94K -50 -4%