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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 %
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$3.16M +$211K +1,522 +7%
SLI
627
Sumitomo Life Insurance
Japan
$3.15M +$58.2K +420 +2%
FBA
628
Front Barnett Associates
Illinois
$3.14M -$67.9K -490 -2%
CWM
629
Chemistry Wealth Management
New York
$3.13M -$70.8K -511 -2%
NLP
630
Next Level Private
New York
$3.13M +$2.83M +20,407 +949%
USAA
631
United Services Automobile Association
Texas
$3.12M +$3.12M +22,520 New
HI
632
Horizon Investments
North Carolina
$3.09M +$3.09M +22,271 New
CCM
633
Cullen Capital Management
New York
$3.08M -$99K -714 -3%
FM
634
Family Management
New York
$3.08M -$55.9K -403 -2%
FC
635
FORA Capital
Florida
$3.06M +$3.06M +22,076 New
BZWA
636
Blue Zone Wealth Advisors
California
$3.05M -$69.9K -504 -2%
BRWA
637
B. Riley Wealth Advisors
Florida
$3.04M -$149K -1,074 -5%
VVP
638
Venture Visionary Partners
Ohio
$3.02M +$12.8K +92 +0.4%
BIAS
639
Beacon Investment Advisory Services
New Jersey
$3.01M +$15K +108 +0.5%
SWP
640
Strategic Wealth Partners
Ohio
$3.01M -$132K -949 -4%
BAM
641
Belpointe Asset Management
Nevada
$3M +$1.77M +12,779 +144%
BFEC
642
Benjamin F. Edwards & Company
Missouri
$2.99M -$41.7K -301 -1%
GD
643
Grandfield & Dodd
New York
$2.96M -$138K -1,000 -4%
SW
644
SVB Wealth
Massachusetts
$2.95M -$81.5K -588 -3%
KSWA
645
Kathleen S. Wright Associates
Pennsylvania
$2.94M +$416 +3 +0%
EFI
646
EHP Funds Inc
Canada
$2.94M -$287K -2,070 -9%
Cerity Partners
647
Cerity Partners
New York
$2.94M +$564K +4,064 +24%
CIP
648
Chartwell Investment Partners
Pennsylvania
$2.91M +$531K +3,828 +22%
KRSITF
649
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.89M +$372K +2,685 +15%
HSA
650
Hussman Strategic Advisors
Maryland
$2.88M +$2.88M +20,750 New