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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 %
MWM
826
Madison Wealth Management
Ohio
$1.65M +$26.5K +191 +2%
PCA
827
Personal Capital Advisors
California
$1.65M +$159K +1,149 +11%
IIL
828
Insight Inv LLC
California
$1.65M +$10.4K +75 +0.6%
PWM
829
Pinnacle Wealth Management
California
$1.64M +$69.2K +499 +4%
CCM
830
Coldstream Capital Management
Washington
$1.64M +$218K +1,569 +15%
BSA
831
Bull Street Advisors
Georgia
$1.64M
CW
832
CreativeOne Wealth
Kansas
$1.64M -$34.9K -252 -2%
BP
833
Ballentine Partners
Massachusetts
$1.63M -$416 -3 -0%
NHC
834
Nicholas Hoffman & Company
Georgia
$1.63M +$148K +1,071 +10%
LBC
835
Lowe Brockenbrough & Co
Virginia
$1.62M -$10.4K -75 -0.6%
AT
836
American Trust
Kentucky
$1.62M -$329K -2,370 -17%
VFA
837
Valeo Financial Advisors
Indiana
$1.61M -$152K -1,093 -9%
Aristotle Capital Management
838
Aristotle Capital Management
California
$1.61M -$219K -1,580 -12%
LT
839
Lindsell Train
United Kingdom
$1.61M
ACP
840
Arcus Capital Partners
Georgia
$1.61M
BA
841
Birinyi Associates
Connecticut
$1.6M
RWP
842
RWA Wealth Partners
Massachusetts
$1.59M
RG
843
Rathbones Group
United Kingdom
$1.59M +$145K +1,045 +10%
GJIC
844
Gamble Jones Investment Counsel
California
$1.59M -$13.9K -100 -0.9%
SCM
845
SOL Capital Management
Maryland
$1.58M -$8.32K -60 -0.5%
CAG
846
Csenge Advisory Group
Florida
$1.57M -$73.9K -533 -4%
PA
847
Profund Advisors
Maryland
$1.56M -$274K -1,979 -15%
Capstone Investment Advisors
848
Capstone Investment Advisors
New York
$1.56M +$1.37M +9,876 +714%
PWP
849
Private Wealth Partners
California
$1.55M
FMWA
850
Forvis Mazars Wealth Advisors
Missouri
$1.55M -$62.4K -450 -4%