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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 %
PWPS
1226
Pinnacle Wealth Planning Services
Ohio
$590K -$33.1K -239 -5%
ONB
1227
Old National Bancorp
Indiana
$590K +$257K +1,852 +77%
TAM
1228
Trillium Asset Management
Massachusetts
$589K +$6.24K +45 +1%
EL
1229
EMFO LLC
Florida
$589K +$104K +750 +21%
KFP
1230
KB Financial Partners
New Jersey
$587K -$71.2K -514 -11%
WSC
1231
Wellington Shields & Co
New York
$585K -$932K -6,720 -61%
BAM
1232
Byrne Asset Management
New Jersey
$583K -$23.4K -169 -4%
TPWM
1233
Twelve Points Wealth Management
Massachusetts
$583K
HWA
1234
Heritage Wealth Advisors
Virginia
$583K +$144K +1,037 +33%
LA
1235
Legacy Advisors
Pennsylvania
$581K -$118K -852 -17%
DIP
1236
DT Investment Partners
Pennsylvania
$579K
DF
1237
Donoghue Forlines
Massachusetts
$579K +$34K +245 +6%
EH
1238
Equitable Holdings
New York
$578K -$39.3K -284 -6%
LS
1239
Livforsakringsbolaget Skandia
Sweden
$574K -$291K -2,100 -34%
HBT
1240
Hills Bank & Trust
Iowa
$573K
SIM
1241
Sentry Investment Management
Wisconsin
$571K -$111K -802 -16%
BDFN
1242
Bond & Devick Financial Network
Minnesota
$571K
SIC
1243
Salem Investment Counselors
North Carolina
$568K +$91.6K +658 +19%
CA
1244
Centerpoint Advisors
Massachusetts
$564K +$1.39K +10 +0.2%
LWAC
1245
Laurel Wealth Advisors (California)
California
$563K -$44.6K -322 -7%
WB
1246
WesBanco Bank
West Virginia
$561K -$52.5K -379 -9%
SVWAG
1247
Sound View Wealth Advisors Group
Georgia
$561K -$416 -3 -0.1%
MW
1248
Marcum Wealth
Ohio
$560K +$241K +1,735 +75%
MFS
1249
Monetta Financial Services
Illinois
$554K
MUAMU
1250
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$554K