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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 %
LA
1101
LVW Advisors
New York
$813K -$14.8K -107 -2%
KWILP
1102
Kiwi Wealth Investments Limited Partnership
New Zealand
$812K +$812K +5,858 New
SSG
1103
Summit Securities Group
New York
$812K +$659K +4,756 +432%
LWM
1104
Lyell Wealth Management
California
$809K +$9.61K +69 +1%
AF
1105
Advisornet Financial
Minnesota
$802K -$88.8K -641 -10%
NB
1106
NBT Bank
New York
$802K -$3.47K -25 -0.4%
LWANC
1107
Laurel Wealth Advisors (North Carolina)
North Carolina
$800K
PWP
1108
Principle Wealth Partners
Connecticut
$799K +$62.3K +450 +8%
UAM
1109
UAS Asset Management
New York
$797K +$797K +5,745 New
CS
1110
Cannell & Spears
New York
$790K
FHA
1111
Flagship Harbor Advisors
Massachusetts
$788K -$18.6K -134 -2%
TWI
1112
Thomas White International
Illinois
$787K
BS
1113
Boenning & Scattergood
Pennsylvania
$784K -$2.77K -20 -0.4%
LA
1114
Lifeworks Advisors
Michigan
$781K -$9.98K -72 -1%
CA
1115
Crewe Advisors
Utah
$779K +$30.2K +218 +4%
BHBT
1116
Burke & Herbert Bank & Trust
Virginia
$776K
BHIA
1117
Birch Hill Investment Advisors
Massachusetts
$774K
CAM
1118
CenterStar Asset Management
Illinois
$771K -$146K
SB
1119
Sunflower Bank
Texas
$769K -$33.8K -244 -4%
BFM
1120
Boston Financial Management
Massachusetts
$767K +$168K +1,209 +28%
VRM
1121
Vectors Research Management
New York
$760K
HC
1122
HNP Capital
New York
$760K
PC
1123
Pecaut & Co
Iowa
$758K -$27.7K -200 -4%
SBL
1124
Sargent Bickham Lagudis
Colorado
$754K +$23.9K +172 +3%
JC
1125
JB Capital
Connecticut
$754K +$79.9K +576 +12%