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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 %
RSWM
1251
Robertson Stephens Wealth Management
California
$553K -$42.3K -304 -7%
WANY
1252
Wealthspire Advisors (New York)
New York
$553K +$89.9K +649 +19%
PIM
1253
Perpetual Investment Management
Australia
$552K -$24.6K -177 -4%
OPS
1254
Orion Portfolio Solutions
Nebraska
$549K -$223K -1,607 -29%
FFMBT
1255
First Farmers & Merchants Bank Trust
Tennessee
$549K -$41.5K -300 -7%
T
1256
TNF
Montana
$547K
TWM
1257
Titus Wealth Management
California
$547K +$281K +2,030 +106%
OC
1258
Oakworth Capital
Alabama
$546K -$9.98K -72 -2%
PTP
1259
Platform Technology Partners
New York
$545K +$5.26K +38 +1%
VWM
1260
Venturi Wealth Management
Texas
$543K -$208K -1,500 -28%
MIM
1261
MTM Investment Management
South Carolina
$541K -$4.91K -35 -0.9%
TIM
1262
Thompson Investment Management
Wisconsin
$541K +$161K +1,160 +42%
RCM
1263
RB Capital Management
Nevada
$540K +$15.8K +114 +3%
FAFN
1264
First Affirmative Financial Network
Colorado
$535K -$13.4K -97 -2%
CANC
1265
Culbertson A N & Co
Virginia
$535K
KFS
1266
Kurt F. Somerville
$530K -$27.7K -200 -5%
TW
1267
Transform Wealth
Colorado
$529K +$15K +108 +3%
RIA
1268
Richwood Investment Advisors
Ohio
$527K +$16.6K +120 +3%
CIC
1269
Carnegie Investment Counsel
Ohio
$527K +$117K +842 +28%
BMC
1270
Benin Management Corp
Connecticut
$526K
FHA
1271
First Horizon Advisors
Tennessee
$526K +$117K +850 +29%
MIM
1272
Merrion Investment Management
New Jersey
$524K -$15.2K -110 -3%
TF
1273
Tompkins Financial
New York
$524K
FMLI
1274
Fukoku Mutual Life Insurance
Japan
$522K -$97K -700 -16%
VCP
1275
Verus Capital Partners
Arizona
$522K -$71.7K -520 -12%