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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 %
LWMM
1376
Legacy Wealth Management (Mississippi)
Mississippi
$416K
PFM
1377
Parsec Financial Management
North Carolina
$415K +$58.3K +420 +16%
WP
1378
WMS Partners
Maryland
$411K +$6.66K +48 +2%
AIM
1379
Athena Investment Management
California
$411K +$139K +1,000 +51%
AMC
1380
Asset Management Corp
Illinois
$410K +$277 +2 +0.1%
PFGIA
1381
Patriot Financial Group Insurance Agency
Massachusetts
$410K +$11.9K +86 +3%
EFL
1382
ERn Financial LLC
Wisconsin
$408K -$11.8K -85 -3%
MCM
1383
Maryland Capital Management
Maryland
$408K -$11.1K -80 -3%
ERIM
1384
Eagle Ridge Investment Management
Connecticut
$407K
CA
1385
Cambridge Advisors
Nebraska
$403K -$27.7K -200 -6%
SCM
1386
Stonebridge Capital Management
California
$402K -$61K -440 -13%
QPWM
1387
Quadrant Private Wealth Management
Pennsylvania
$402K -$31.3K -225 -7%
ACM
1388
AUA Capital Management
Pennsylvania
$402K
FA
1389
Fiducient Advisors
Illinois
$400K +$400K +2,886 New
PL
1390
Plancorp LLC
Missouri
$398K -$20.1K -145 -5%
PTB
1391
Pioneer Trust Bank
Oregon
$397K
ME
1392
McIlrath & Eck
Washington
$395K
PWA
1393
Phoenix Wealth Advisors
North Carolina
$395K +$24.4K +176 +7%
MGI
1394
MayTech Global Investments
New York
$393K
B
1395
Barings
North Carolina
$391K -$184K -1,327 -32%
CIP
1396
Convergence Investment Partners
Florida
$391K +$171K +1,236 +78%
TYCC
1397
Texas Yale Capital Corp
Florida
$390K -$46.5K -335 -11%
OWA
1398
Outlook Wealth Advisors
Texas
$390K +$31K +224 +9%
PCMC
1399
Private Capital Management (Colorado)
Colorado
$388K
MIP
1400
Marietta Investment Partners
Wisconsin
$388K