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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 %
CA
676
Clearstead Advisors
Ohio
$2.65M +$54.6K +394 +2%
IVP
677
Intrinsic Value Partners
Arizona
$2.64M -$109K -785 -4%
SSW
678
Stone Summit Wealth
Florida
$2.64M +$247K +1,785 +10%
CIC
679
Chase Investment Counsel
Virginia
$2.63M -$189K -1,361 -7%
WWM
680
Western Wealth Management
Colorado
$2.62M -$420K -3,017 -14%
Cetera Investment Advisers
681
Cetera Investment Advisers
Illinois
$2.62M -$435K -3,140 -14%
IC
682
Inscription Capital
Texas
$2.61M +$2.61M +18,796 New
HVIA
683
Hudson Valley Investment Advisors
New York
$2.61M +$232K +1,672 +10%
DTL
684
Dynamic Technology Lab
Singapore
$2.59M +$2.41M +17,383 +1,309%
RWA
685
Ropes Wealth Advisors
Massachusetts
$2.59M
NGA
686
Naples Global Advisors
Florida
$2.59M +$276K +1,984 +12%
MVA
687
Mount Vernon Associates
Maryland
$2.58M +$6.93K +50 +0.3%
AWM
688
Altium Wealth Management
New York
$2.56M +$225K +1,626 +10%
PCI
689
Pacifica Capital Investments
Texas
$2.55M
TLP
690
Trinity Legacy Partners
Texas
$2.55M +$1.97M +13,981 +337%
BOS
691
Bank of Stockton
California
$2.53M +$187K +1,348 +8%
AssetMark Inc
692
AssetMark Inc
California
$2.53M +$1.04M +7,486 +69%
KWM
693
Kingsview Wealth Management
Oregon
$2.52M +$11.4K +82 +0.5%
VAS
694
Vestmark Advisory Solutions
Massachusetts
$2.52M -$152K -1,098 -6%
WA
695
WP Advisors
California
$2.52M -$24.7K -178 -1%
SWM
696
Salvus Wealth Management
New Jersey
$2.51M +$7.62K +55 +0.3%
QT
697
Quantbot Technologies
New York
$2.51M +$2.51M +18,083 New
OLA
698
Oliver Luxxe Assets
New Jersey
$2.51M +$51.4K +371 +2%
CNC
699
Canandaigua National Corp
New York
$2.5M +$112K +808 +5%
IWC
700
Integrated Wealth Concepts
Massachusetts
$2.48M +$710K +5,120 +40%