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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 %
SBH
1051
Segall Bryant & Hamill
Illinois
$937K
ML
1052
McAdam LLC
Pennsylvania
$935K +$61K +440 +7%
LNB
1053
Ledyard National Bank
$932K +$124K +892 +15%
LWM
1054
Laidlaw Wealth Management
New York
$932K +$594K +4,283 +176%
IWP
1055
Icon Wealth Partners
Texas
$928K -$9.98K -72 -1%
SCM
1056
Shelton Capital Management
Colorado
$916K -$1.61M -11,600 -64%
ECM
1057
Evergreen Capital Management
Washington
$916K -$207K -1,492 -18%
LWAM
1058
Legacy Wealth Asset Management
Minnesota
$910K +$4.58K +33 +0.5%
HI
1059
Harbour Investments
Wisconsin
$907K +$907K +6,542 New
CI
1060
Conning Inc
Connecticut
$901K -$5.54K -40 -0.6%
MFG
1061
Monte Financial Group
Connecticut
$901K +$78.2K +564 +10%
ST
1062
Spinnaker Trust
Maine
$900K +$139K +1,000 +18%
TAM
1063
Trust Asset Management
Texas
$896K +$3.19K +23 +0.4%
CMANY
1064
Capital Management Associates (New York)
New York
$892K +$140K +1,013 +19%
HSA
1065
HBK Sorce Advisory
Pennsylvania
$891K -$1.03M -7,401 -54%
TPA
1066
Trivium Point Advisory
Connecticut
$891K -$35.9K -255 -4%
FNBOSM
1067
First National Bank of South Miami
Florida
$891K +$7.63K +55 +0.9%
DAM
1068
Derbend Asset Management
Georgia
$889K +$139 +1 +0%
SAM
1069
Sompo Asset Management
Japan
$888K -$1.17M -8,440 -57%
AWM
1070
Apollon Wealth Management
South Carolina
$888K -$109K -787 -11%
HVM
1071
Harvest Volatility Management
Connecticut
$887K +$71.4K +515 +9%
Carson Wealth (CWM LLC)
1072
Carson Wealth (CWM LLC)
Nebraska
$884K -$60.9K -439 -6%
ICG
1073
InterOcean Capital Group
Tennessee
$884K +$552K +3,982 +166%
S
1074
Seeyond
France
$882K -$355K -2,562 -29%
SP
1075
Symmetry Partners
Connecticut
$880K