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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 %
ARC
1201
Advisor Resource Council
Texas
$616K -$719K -5,184 -54%
VWA
1202
V Wealth Advisors
Kansas
$616K -$15K -108 -2%
CA
1203
Capitolis Advisors
New York
$616K
SLF
1204
Sun Life Financial
Ontario, Canada
$614K -$25.6K -184 -4%
AIM
1205
Alhambra Investment Management
Florida
$612K
AFG
1206
Allegheny Financial Group
Pennsylvania
$608K -$4.44K -32 -0.7%
IA
1207
IFG Advisors
Missouri
$608K +$693 +5 +0.1%
HGERS
1208
Householder Group Estate & Retirement Specialist
Arizona
$607K +$11.9K +86 +2%
GC
1209
GFG Capital
Florida
$606K +$1.11K +8 +0.2%
BMA
1210
Brooks Moore & Associates
Tennessee
$605K
NW
1211
NewEdge Wealth
Pennsylvania
$605K +$201K +1,453 +50%
AB
1212
Atlas Brown
Kentucky
$603K
BAM
1213
Beaumont Asset Management
Texas
$601K -$5.4K -39 -0.9%
TFS
1214
Thoroughbred Financial Services
Tennessee
$601K -$2.63K -19 -0.4%
CC
1215
Centiva Capital
New York
$601K +$331K +2,384 +122%
YWP
1216
YorkBridge Wealth Partners
New York
$598K -$1.39K -10 -0.2%
LW
1217
Linscomb Wealth
Texas
$597K -$74.2K -535 -11%
GA
1218
GoalVest Advisory
New York
$597K -$10.8K -77 -2%
CPO
1219
Cerity Partners OCIO
New York
$595K -$12.1K -87 -2%
HH
1220
Hilltop Holdings
Texas
$595K +$554 +4 +0.1%
STA
1221
Summit Trail Advisors
New York
$595K +$261K +1,877 +78%
KA
1222
Kovack Advisors
Florida
$594K -$26.6K -192 -4%
EWM
1223
Evermay Wealth Management
Virginia
$593K -$48.7K -350 -8%
ECM
1224
Estabrook Capital Management
New York
$592K
WA
1225
WBH Advisory
Maryland
$592K +$141 +1 +0%