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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 %
GFS
1176
GYL Financial Synergies
Connecticut
$652K +$139 +1 +0%
FCAG
1177
First Capital Advisors Group
New Jersey
$652K +$652K +4,705 New
AL
1178
Aspiriant LLC
California
$649K -$25.5K -184 -4%
SS
1179
Simplicity Solutions
Minnesota
$646K +$55.7K +402 +9%
WA
1180
Wealth Alliance
New York
$645K -$95.5K -689 -13%
EAM
1181
Evanson Asset Management
California
$645K +$32.4K +234 +5%
Koshinski Asset Management
1182
Koshinski Asset Management
Illinois
$644K +$4.99K +36 +0.8%
RCM
1183
Radnor Capital Management
Pennsylvania
$643K +$63.8K +460 +11%
PTC
1184
Private Trust Company
Ohio
$641K -$202K -1,456 -24%
CIA
1185
Capital Investment Advisors
Georgia
$641K -$185K -1,334 -22%
TWA
1186
TCI Wealth Advisors
Arizona
$641K -$1.25K -9 -0.2%
SIG
1187
Sargent Investment Group
Maryland
$638K -$693 -5 -0.1%
DI
1188
Diligent Investors
California
$638K
ACM
1189
Advisors Capital Management
New Jersey
$636K -$50.3K -363 -7%
FLPIM
1190
F.L. Putnam Investment Management
Massachusetts
$636K -$18.4K -133 -3%
SC
1191
Schulhoff & Co
Ohio
$636K -$4.85K -35 -0.8%
CWS
1192
Cypress Wealth Services
California
$636K +$10.1K +73 +2%
PRC
1193
Pearl River Capital
Michigan
$635K +$635K +4,578 New
WG
1194
Winton Group
United Kingdom
$632K -$110K -794 -15%
LIM
1195
Leavell Investment Management
Alabama
$632K +$6.96K +50 +1%
SF
1196
Symphony Financial
Texas
$626K +$42.8K +307 +7%
BL
1197
Balentine LLC
Georgia
$625K -$214K -1,544 -26%
LCM
1198
Laurion Capital Management
New York
$623K -$13K -94 -2%
FFA
1199
First Foundation Advisors
California
$621K -$58.6K -423 -9%
SCM
1200
Stevens Capital Management
Pennsylvania
$619K -$20.4K -147 -3%