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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.31B
2
State Street
2
State Street
Massachusetts
$4.41B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$963M
4
Dodge & Cox
4
Dodge & Cox
California
$904M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
2001
Spartan Planning & Wealth Management
North Carolina
– -$592K -3,167 Closed
TLCM
2002
Twin Lakes Capital Management
California
– -$550K -2,941 Closed
TDC
2003
Thompson Davis & Co
Virginia
– -$538K -2,877 Closed
XWM
2004
Xcel Wealth Management
Florida
– -$464K -2,480 Closed
AC
2005
ASB Consultores
Florida
– -$443K -2,367 Closed
WIA
2006
Westbourne Investment Advisors
Maryland
– -$437K -2,338 Closed
BPC
2007
Banque Pictet & Cie
Switzerland
– -$430K -2,300 Closed
OAM
2008
Oak Asset Management
California
– -$422K -2,259 Closed
HI
2009
Humankind Investments
New York
– -$416K -2,225 Closed
ONGA
2010
O'Neil Global Advisors
California
– -$411K -2,200 Closed
Rafferty Asset Management
2011
Rafferty Asset Management
New York
– -$398K -2,131 Closed
BAS
2012
Brown Advisory Securities
Maryland
– -$381K -2,033 Closed
CA
2013
Cumberland Advisors
Florida
– -$374K -2,000 Closed
GHA
2014
GW Henssler & Associates
Georgia
– -$370K -1,979 Closed
EA
2015
Echo45 Advisors
California
– -$356K -1,906 Closed
MA
2016
MJP Associates
Connecticut
– -$354K -1,894 Closed
ED
2017
Exane Derivatives
France
– -$352K -1,880 Closed
FM
2018
Foster & Motley
Ohio
– -$337K -1,800 Closed
MFG
2019
Menard Financial Group
Texas
– -$334K -1,788 Closed
MS
2020
Madden Securities
Texas
– -$318K -1,700 Closed
SWA
2021
SFMG Wealth Advisors
Texas
– -$302K -1,613 Closed
MAC
2022
Mason & Associates (California)
California
– -$296K -1,585 Closed
BFG
2023
Bouchey Financial Group
New York
– -$291K -1,556 Closed
BCCM
2024
Bridge Creek Capital Management
Massachusetts
– -$287K -1,537 Closed
SOS
2025
Silver Oak Securities
Tennessee
– -$282K -1,533 Closed
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