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American Express

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1326
Buckley Wealth Management
Nevada
$587K -$226K -1,209 -28%
PGH
1327
Partners Group Holding
Switzerland
$587K -$149K -796 -20%
YIH
1328
Y-Intercept (HK)
Hong Kong
$584K -$1.81M -9,688 -76%
MFG
1329
Magnus Financial Group
New York
$583K +$12.5K +67 +2%
WW
1330
Waterfront Wealth
Kansas
$583K +$298K +1,611 +105%
QPWM
1331
Quadrant Private Wealth Management
Pennsylvania
$582K -$28.2K -151 -5%
CA
1332
Cambridge Advisors
Nebraska
$582K
AFC
1333
AFT Forsyth & Company
Florida
$577K -$486K -2,600 -46%
LJAC
1334
L.J. Altfest & Co
New York
$576K
AI
1335
Accredited Investors
Minnesota
$575K +$2.81K +15 +0.5%
CWM
1336
Congress Wealth Management
Massachusetts
$573K -$143K -765 -20%
APW
1337
Acima Private Wealth
Virginia
$572K
SRC
1338
Shufro Rose & Co
New York
$572K +$5.23K +28 +0.9%
WPC
1339
Wedmont Private Capital
Pennsylvania
$570K +$209K +1,113 +58%
AIM
1340
Acropolis Investment Management
Missouri
$569K -$95.4K -510 -14%
SMH
1341
Sanders Morris Harris
Texas
$569K
CRC
1342
Curi RMB Capital
Illinois
$568K -$327K -1,750 -37%
EFL
1343
ERn Financial LLC
Wisconsin
$567K +$14.2K +76 +3%
MCM
1344
Maryland Capital Management
Maryland
$565K -$4.67K -25 -0.8%
PL
1345
Plancorp LLC
Missouri
$565K +$29.8K +159 +6%
VCM
1346
Vigilant Capital Management
Maine
$565K +$73.9K +395 +15%
MA
1347
Mezzasalma Advisors
New Jersey
$564K
EGM
1348
Engineers Gate Manager
New York
$561K -$600K -3,211 -52%
FW
1349
FirstPurpose Wealth
Utah
$561K -$67.3K -360 -11%
LWMM
1350
Legacy Wealth Management (Mississippi)
Mississippi
$561K