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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 %
ATC
1451
Adirondack Trust Company
New York
$311K +$9.04K +67 +3%
BDF
1452
Balasa Dinverno & Foltz
$311K +$87K +645 +39%
MBTD
1453
Mechanics Bank - Trust Department
California
$310K -$6.74K -50 -2%
CHAM
1454
Clear Harbor Asset Management
Connecticut
$310K -$3.64K -27 -1%
OPOWM
1455
One Plus One Wealth Management
Florida
$310K
VWA
1456
V Wealth Advisors
Kansas
$309K -$291K -2,153 -48%
SPWG
1457
Sage Private Wealth Group
Illinois
$309K -$1.35K -10 -0.4%
BG
1458
Benedetti & Gucer
Georgia
$309K
HA
1459
HFG Advisors
Ohio
$309K
MRCM
1460
M&R Capital Management
New Jersey
$309K +$269 +2 +0.1%
RMDI
1461
R.M. Davis Inc
Maine
$308K +$111K +823 +56%
BWP
1462
BSW Wealth Partners
Colorado
$307K -$130K -959 -30%
CT
1463
Columbia Trust
Oregon
$306K -$3.24K -24 -1%
GA
1464
Geller Advisors
New York
$306K
FA
1465
Financial Advisors
Massachusetts
$306K
PGAM
1466
Princeton Global Asset Management
New Jersey
$306K
MTIC
1467
Missouri Trust & Investment Company
Missouri
$305K -$2.56K -19 -0.8%
ATFA
1468
All Terrain Financial Advisors
Minnesota
$305K
OAM
1469
Oak Asset Management
California
$305K +$305K +2,259 New
BBA
1470
Baader Bank Aktiengesellschaft
Germany
$304K +$304K +2,250 New
RMCM
1471
Reynders McVeigh Capital Management
Massachusetts
$303K -$334K -2,476 -52%
ESB
1472
Essex Savings Bank
Connecticut
$303K +$22.3K +165 +8%
PIA
1473
Pinion Investment Advisors
Kansas
$302K -$103K -766 -25%
QPW
1474
Quantum Private Wealth
Florida
$302K
WPC
1475
Waters Parkerson & Co
Louisiana
$301K