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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 %
PTB
1376
Pioneer Trust Bank
Oregon
$368K -$18.9K -140 -5%
LWM
1377
Laidlaw Wealth Management
New York
$367K -$539K -3,999 -59%
KA
1378
Kozak & Associates
Colorado
$366K +$1.1K +8 +0.3%
CA
1379
Claris Advisors
Missouri
$365K +$135 +1 +0%
RCG
1380
Regatta Capital Group
California
$365K +$107K +775 +42%
PHAM
1381
Palisades Hudson Asset Management
Florida
$364K
MMG
1382
Monetary Management Group
Missouri
$364K
NSIM
1383
North Star Investment Management
Illinois
$363K -$945 -7 -0.3%
FPFS
1384
First Personal Financial Services
North Carolina
$363K +$336K +2,494 +1,247%
GAM
1385
Garrison Asset Management
Arkansas
$362K
TWM
1386
Tradition Wealth Management
Minnesota
$362K +$84.5K +626 +30%
TSWM
1387
Triangle Securities Wealth Management
North Carolina
$361K -$12.8K -95 -3%
HAIM
1388
Hunter Associates Investment Management
Pennsylvania
$360K
SFI
1389
SPC Financial Inc
Maryland
$359K
RIG
1390
Roosevelt Investment Group
New York
$356K
EI
1391
Ellevest Inc
New York
$355K -$58K -430 -14%
BA
1392
Ballast Advisors
Minnesota
$354K -$540 -4 -0.2%
KF
1393
Krilogy Financial
Missouri
$352K
PCMC
1394
Paragon Capital Management (Colorado)
Colorado
$352K
LFM
1395
LGT Fund Management
Liechtenstein
$351K -$1.02M -7,532 -74%
CPIG
1396
Chicago Partners Investment Group
Illinois
$350K -$147 -1 -0%
WB
1397
Webster Bank
Connecticut
$350K
SLA
1398
Silver Lake Advisory
Utah
$350K +$404 +3 +0.1%
T
1399
TOBAM
France
$348K -$27.5K -204 -7%
AWM
1400
Atticus Wealth Management
Florida
$347K