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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 %
PI
1451
Putnam Investments
Massachusetts
$345K -$6.24K -45 -2%
CWG
1452
Cornerstone Wealth Group
North Carolina
$344K -$7.77K -56 -2%
SCA
1453
Sippican Capital Advisors
Massachusetts
$344K
PA
1454
Procyon Advisors
Connecticut
$343K -$64K -462 -16%
BSB
1455
Bangor Savings Bank
Maine
$342K +$342K +2,467 New
WKSWA
1456
White Knight Strategic Wealth Advisors
New Jersey
$341K
ZIG
1457
Zullo Investment Group
Pennsylvania
$341K +$4.85K +35 +1%
MIC
1458
Means Investment Company
Maine
$340K -$17.3K -125 -5%
GLLW
1459
Graves Light Lenhart Wealth
Virginia
$338K -$39.9K -288 -11%
GSC
1460
G&S Capital
Colorado
$338K -$1.25K -9 -0.4%
JFA
1461
JNBA Financial Advisors
Minnesota
$338K +$13K +94 +4%
WA
1462
Wealth Architects
California
$336K -$5.27K -38 -2%
MAM
1463
Madison Asset Management
Wisconsin
$335K -$56.6K -409 -14%
MFT
1464
Moisand Fitzgerald Tamayo
Florida
$335K +$335K +2,419 New
TIS
1465
Tortoise Index Solutions
Kansas
$334K -$5.27K -38 -2%
LIA
1466
LS Investment Advisors
Michigan
$334K
WIM
1467
Wittenberg Investment Management
Massachusetts
$334K
NA
1468
Navellier & Associates
Nevada
$333K
CIM
1469
Confluence Investment Management
Missouri
$333K
SPF
1470
Steven Patrick Farmer
$333K +$333K +2,400 New
FFA
1471
Founders Financial Alliance
North Carolina
$332K +$82.3K +593 +33%
SFG
1472
Sunburst Financial Group
Alabama
$331K
EWM
1473
Empirical Wealth Management
Washington
$331K +$151K +1,089 +84%
NAMP
1474
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$330K
MFA
1475
Mayflower Financial Advisors
Massachusetts
$330K +$1.11K +8 +0.3%