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American Express

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
1351
Investment Partners
Ohio
$393K +$393K +2,913 New
AC
1352
Abbrea Capital
California
$391K -$53.3K -395 -12%
OWA
1353
Outlook Wealth Advisors
Texas
$390K +$9.84K +73 +3%
DCM
1354
Dupont Capital Management
Delaware
$389K -$722K -5,348 -65%
ITIM
1355
Indiana Trust & Investment Management
Indiana
$389K -$51.2K -379 -12%
FFBTD
1356
First Financial Bank - Trust Division
Ohio
$389K +$15.1K +112 +4%
TLCM
1357
Twin Lakes Capital Management
California
$389K +$389K +2,881 New
ME
1358
McIlrath & Eck
Washington
$385K
RSWM
1359
Robertson Stephens Wealth Management
California
$384K -$152K -1,131 -28%
PWA
1360
Phoenix Wealth Advisors
North Carolina
$384K -$810 -6 -0.2%
FIA
1361
Foundations Investment Advisors
Arizona
$383K +$126K +937 +49%
MGI
1362
MayTech Global Investments
New York
$382K
AIM
1363
Athena Investment Management
California
$381K -$18.6K -138 -5%
AMC
1364
Asset Management Corp
Illinois
$379K -$20.5K -152 -5%
TYCC
1365
Texas Yale Capital Corp
Florida
$379K
CCMD
1366
Cypress Capital Management (Delaware)
Delaware
$378K
VFA
1367
Voya Financial Advisors
Connecticut
$376K +$16.8K +122 +5%
MIM
1368
Merrion Investment Management
New Jersey
$375K -$135K -1,000 -26%
MAA
1369
Matrix Asset Advisors
New York
$375K
CA
1370
CapWealth Advisors
Tennessee
$374K
CAL
1371
Capital Analysts LLC
Pennsylvania
$373K +$16.2K +120 +5%
BHB
1372
Bank Hapoalim BM
Israel
$372K
MW
1373
Marcum Wealth
Ohio
$371K -$174K -1,290 -32%
MAM
1374
McLean Asset Management
Virginia
$371K +$3.75K +27 +1%
PGH
1375
Partners Group Holding
Switzerland
$370K