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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 %
TWP
2026
Tempus Wealth Planning
California
– -$281K -1,502 Closed
KIC
2027
Keating Investment Counselors
Florida
– -$281K -1,500 Closed
SG
2028
StoneX Group
New York
– -$278K -1,486 Closed
BCA
2029
Bay Colony Advisors
Massachusetts
– -$278K -1,486 Closed
VCM
2030
Virtue Capital Management
Tennessee
– -$277K -1,480 Closed
BCM
2031
BlueCrest Capital Management
Jersey
– -$277K -1,479 Closed
PCP
2032
Proficio Capital Partners
Massachusetts
– -$275K -1,473 Closed
AWA
2033
Amplius Wealth Advisors
Pennsylvania
– -$273K -1,463 Closed
LFA
2034
Legacy Financial Advisors
Kentucky
– -$274K -1,463 Closed
ECAM
2035
East Coast Asset Management
Massachusetts
– -$270K -1,442 Closed
CAMG
2036
CWA Asset Management Group
Florida
– -$268K -1,431 Closed
UBV
2037
United Bank (Virginia)
Virginia
– -$268K -1,430 Closed
BBNA
2038
Bremer Bank National Association
Minnesota
– -$264K -1,415 Closed
EWM
2039
EPG Wealth Management
Georgia
– -$262K -1,402 Closed
1CP
2040
17 Capital Partners
Arizona
– -$262K -1,400 Closed
MC
2041
Middleton & Co
Massachusetts
– -$262K -1,400 Closed
TA
2042
TrueWealth Advisors
Alabama
– -$229K -1,399 Closed
PWM
2043
PRW Wealth Management
Massachusetts
– -$258K -1,380 Closed
CWM
2044
Centric Wealth Management
Illinois
– -$257K -1,372 Closed
EWM
2045
Edge Wealth Management
New York
– -$256K -1,371 Closed
SDAM
2046
Shulman DeMeo Asset Management
New York
– -$256K -1,371 Closed
CWAG
2047
Compton Wealth Advisory Group
Virginia
– -$256K -1,367 Closed
LPT
2048
Legacy Private Trust
Wisconsin
– -$255K -1,365 Closed
CA
2049
Calton & Associates
Florida
– -$253K -1,357 Closed
JWBC
2050
J.W. Burns & Co
New York
– -$253K -1,353 Closed
80 81
82
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