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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 %
LWCFA
951
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.18M -$44.1K -318 -4%
CBA
952
Coastal Bridge Advisors
Connecticut
$1.18M +$1.39K +10 +0.1%
IA
953
Insight Advisors
Pennsylvania
$1.18M -$28.4K -181 -2%
KW
954
KWB Wealth
California
$1.18M +$57.8K +417 +5%
CB
955
Community Bank
New York
$1.18M +$2.77K +20 +0.2%
DWM
956
Dakota Wealth Management
Florida
$1.18M -$137K -992 -10%
PT
957
Plimoth Trust
Massachusetts
$1.18M +$373K +2,689 +46%
MWM
958
Mission Wealth Management
California
$1.18M +$534K +3,848 +83%
SIA
959
Strategic Investment Advisors
Michigan
$1.17M +$112K +809 +11%
MSAM
960
Moloney Securities Asset Management
Missouri
$1.17M +$11.4K +82 +1%
EL
961
ERN LLC
Delaware
$1.17M +$1.17M +8,422 New
EW
962
Evoke Wealth
California
$1.16M +$9.32K +67 +0.8%
ST
963
Smithfield Trust
Pennsylvania
$1.16M -$6.12K -44 -0.5%
WIC
964
Woodmont Investment Counsel
Tennessee
$1.16M +$27.7K +200 +2%
BCM
965
Boltwood Capital Management
California
$1.15M -$24.5K -177 -2%
ANB
966
Amarillo National Bank
Texas
$1.15M
PP
967
PDT Partners
New York
$1.15M +$1.15M +8,313 New
WSFS
968
Wilmington Savings Fund Society
Delaware
$1.15M -$98.2K -708 -8%
RMAM
969
Raab & Moskowitz Asset Management
New Jersey
$1.15M +$24.2K +175 +2%
GPFA
970
Game Plan Financial Advisors
Ohio
$1.15M +$205K +1,490 +22%
OPCM
971
Osborne Partners Capital Management
California
$1.15M -$563K -4,064 -33%
GC
972
Grimes & Company
Massachusetts
$1.14M -$7.91K -57 -0.7%
DCM
973
Dupont Capital Management
Delaware
$1.14M -$104K -751 -8%
EM
974
Excalibur Management
Massachusetts
$1.14M
OWP
975
Obermeyer Wealth Partners
Colorado
$1.14M