AXP icon

American Express
AXP

Overview Fund Activity

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

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$373M
2
Bank of America
Bank of America
North Carolina
$1.43B
3
Morgan Stanley
Morgan Stanley
New York
$1.76B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$230M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$246M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.31B
2
State Street
State Street
Massachusetts
$4.41B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$963M
4
Dodge & Cox
Dodge & Cox
California
$904M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1901
Capital Advisors Ltd
Ohio
$20K -$1.56K -11 -7%
CQS
1902
Credential Qtrade Securities
$19.8K -$296K -2,135 -94%
SWM
1903
Sugarloaf Wealth Management
Georgia
$19K – – –
ETI
1904
Enterprise Trust & Investment
California
$19K +$19K +136 New
AWMS
1905
Advocacy Wealth Management Services
Georgia
$18K -$4.2K -31 -19%
BBPWM
1906
Blue Bell Private Wealth Management
Pennsylvania
$18K -$2.06K -15 -10%
AFIA
1907
America First Investment Advisors
Nebraska
$17K – – –
VWM
1908
Valley Wealth Managers
New Jersey
$15K -$250K -1,750 -94%
LFA
1909
Level Financial Advisors
New York
$15K – – –
BCA
1910
Bray Capital Advisors
Florida
$15K – – –
FGAM
1911
Financial Gravity Asset Management
Texas
$14.4K -$4.98K -1,968 -26%
BA
1912
Bivin & Associates
Oklahoma
$14K -$3.64K -26 -21%
IHWM
1913
Iron Horse Wealth Management
Iowa
$14K – – –
WAS
1914
Winch Advisory Services
Wisconsin
$14K +$3.29K +23 +31%
GKIM
1915
GW&K Investment Management
Massachusetts
$12K +$4.63K +32 +63%
HFA
1916
HC Financial Advisors
California
$12K +$12K +85 New
DWMG
1917
DB Wealth Management Group
California
$11K – – –
OSNBOA
1918
Old Second National Bank of Aurora
Illinois
$10K – – –
RIM
1919
Rockbridge Investment Management
New York
$9.29K -$21.5K -155 -70%
CP
1920
Corbenic Partners
Pennsylvania
$9K – – –
AA
1921
Addison Advisors
Vermont
$8K -$23.2K -171 -74%
JWM
1922
Janiczek Wealth Management
Colorado
$8K -$873 -6 -10%
ARIS
1923
Advanced Research Investment Solutions
California
$8K – – –
AWM
1924
Activest Wealth Management
Florida
$8K – – –
DI
1925
Disciplined Investments
Oklahoma
$8K +$582 +4 +8%
75 76
77
78 79